Find a Financial Advisor in Portage County, OH

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List of Firms

Financial Planning Firms in Portage County, OH

Hudson Financial Advisors
Location 10034 Wellman Rd, Streetsboro, OH 44241, USA
Phone (330) 342-1157
Wentz Financial Group
Location 250 W Main St, Ravenna, OH 44266, USA
Phone (800) 608-0072
Demming Financial Services Corp.

5 out of 5

Location 13 New Hudson Rd, Aurora, OH 44202, USA
Phone (330) 562-2122
Edward Jones - Financial Advisor: Adam Jenkins, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 10803 Main St Suite C, Mantua, OH 44255, USA
Phone (330) 274-8087
Edward Jones - Financial Advisor: Eric W Roberts
SEC File# 801-3297
CRD# 250
Location 123 E Main St, Ravenna, OH 44266, USA
Phone (330) 297-6882
Ellsworth Advisors, LLC.
SEC File# 801-113634
CRD# 297464

5 out of 5

Location 1764 Georgetown Rd, Hudson, OH 44236, USA
Phone (234) 200-0703
Bricker Jeffrey D
Location 4030 OH-43, Kent, OH 44240, USA
Phone (330) 673-3000
Stratos Wealth Partners
SEC File# 801-71457
CRD# 153184
Location 89 First St Suite #212, Hudson, OH 44236, USA
Phone (330) 576-3912
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Wells Fargo Advisors

4 out of 5

Location 1891 Georgetown Rd, Hudson, OH 44236, USA
Phone (330) 653-8161
Barrett Financial Group
Location 117 S Water St, Kent, OH 44240, USA
Phone (330) 677-1914
Fifth Third Preferred - Ivan Uskokovic
Location 353 W Garfield Rd, Aurora, OH 44202, USA
Phone (330) 995-5399
Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 56 Metric Dr, Tallmadge, OH 44278, USA
Phone (330) 633-9244
Edward Jones - Financial Advisor: Vince Rosnack
SEC File# 801-3297
CRD# 250
Location 529 Canton Rd Suite 100, Akron, OH 44312, USA
Phone (234) 571-9913
Yury Fridman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1315 Corporate Dr Ste A, Hudson, OH 44236, USA
Phone (330) 650-2550
Tim Channel - Financial Advisor, Ameriprise Financial Services, LLC
Location 3333 Massillon Rd Ste 110, Akron, OH 44312, USA
Phone (330) 628-8000
Micaela Marie Amburgey - Financial Advisor, Ameriprise Financial Services, LLC
Location 1315 Corporate Dr Ste A, Hudson, OH 44236, USA
Phone (330) 650-2550
Merrill Lynch Wealth Management Advisor Karen M Hoy
Location 10 W Streetsboro St # 302, Hudson, OH 44236, USA
Phone (330) 342-8611
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About Portage County, OH

In Portage County, Ohio, some of the major employers include The Timken Company, Kent State University, and Diebold Inc. Some of the major highways and streets in the county include Interstate 76, U.S. Route 224, and State Route 59. Some of the neighborhoods in the county include Kent, Franklin Township, and Ravenna.

Related Services

Banks and Credit Unions

Residents of Portage County, OH can avail a range of banking services from their local banks. These include savings and checking accounts, loans, mortgages, and other types of credit products. In addition to these services, banks can also provide other important services to their customers, such as wealth management and investment advice. By choosing a bank that is right for them, residents can be sure they are getting the best possible service for their needs.

Insurance Broker

Residents of Portage County, OH can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex insurance system.

Retirement Planning

Many people in Portage County, OH don't have a solid plan for retirement. Financial advisors can help by sitting down with clients and working out a budget and investment plan. This can help people make the most of their money and ensure they have enough saved up to last through their golden years. Advisors can also offer advice on how to reduce expenses in order to stretch retirement savings further.

Wealth Management

Portage County, OH residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating, managing, and protecting wealth. It can help Portage County residents achieve their financial goals by providing them with access to professional advice and resources.

Estate Planning Lawyer

Estate planning lawyers can help residents of Portage County, OH in a number of ways. For one, they can help residents create wills and trusts that will ensure their assets are distributed according to their wishes after they die. In addition, estate planning lawyers can help residents set up guardianships for their children in the event both parents die simultaneously. Finally, estate planning lawyers can also advise residents on tax implications of different estate plans.

Mortgage Loan Officer

Mortgage loan officers in Portage County, OH can help residents by providing them with the best possible home loans. They can also offer advice on what type of mortgage is best for each person, and they can help people to get the best interest rates. In addition, mortgage loan officers can work with people who have bad credit or who are self-employed.

Tax Services

Tax accountants can help residents of Portage County, OH with their tax preparation and filing needs. They can also provide advice on how to reduce your tax liability and maximize your tax refund. If you live in Portage County, OH, it is definitely worth it to consult with a tax accountant to ensure that you are taking advantage of all the tax breaks available to you.