Best Financial Advisors in Summit County, OH

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List of Firms

Summit County, OH Fiduciary Financial Advisors

Manby Financial Strategies, Inc.
Location 1611 Akron Peninsula Rd ste a, Akron, OH 44313, USA
Phone (330) 475-8575
Merrill Lynch Wealth Management
Location 4000 Embassy Pkwy Suite 300, Akron, OH 44333, USA
Phone (330) 670-2400
William A Hardy Financial Group
Location 2108 Braewick Cir, Akron, OH 44313, USA
Phone (330) 867-1760
Kinkelaar & Associates
5 out of 5
Location 520 S Main St Suite #2515, Akron, OH 44311, USA
Phone (800) 716-0674
Summit Wealth Management, LLC
Location 2150 N Cleveland Massillon Rd Suite A, Akron, OH 44333, USA
Phone (330) 659-5985
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
3 out of 5
Location 3800 Embassy Pkwy #120, Akron, OH 44333, USA
Phone (330) 668-6520
The Heritage Group - Morgan Stanley
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-4612
Danny D. Horn Financial
Location 777 W Market St, Akron, OH 44303, USA
Phone (330) 379-9977
Financial Advisors in Summit County, OH

Where Certified Financial Advisors in Summit County, OH Serve

Summit County, Ohio is located in Northeast Ohio and is made up of 27 cities and villages. The county seat is Akron, which is also the largest city in the county. Summit County is home to a number of notable landmarks, including the Stan Hywet Hall and Gardens, the John S. Knight Center, and InfoCision Stadium. The top employers in Summit County are Summa Health System, Diebold Nixdorf, and FirstEnergy. Major highways and streets in Summit County include Route 8, I-77, and Route 224. Summit County's neighborhoods are diverse and include everything from suburban neighborhoods to rural areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Summit County, OH residents have a variety of banking services to choose from. Each bank offers different products and services, so it is important for residents to research their options before choosing a bank. Some banks offer traditional checking and savings accounts, while others offer more specialized accounts such as money market accounts or certificates of deposit. Residents should also research the interest rates each bank offers on its various products.

Insurance Broker

Summit County, OH residents can rely on insurance brokers to provide them with the best possible coverage for their needs. Brokers are knowledgeable about the available policies and can help residents choose the one that is most suited to their needs. In addition, brokers can assist residents in filing claims and helping them to understand the complex language of insurance policies.

Retirement Planning

Summit County, OH residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more knowledgeable about the options available to retirees, while others may have lower fees. It is important for residents in Summit County to do their research before choosing an advisor.

Wealth Management

Summit County, OH is known for its natural beauty and as a great place to live. But it's also home to many wealthy residents, who need help managing their money. That's where wealth management comes in. Wealth management firms can help residents make the most of their money by creating investment plans, offering tax advice, and more.

Estate Planning Lawyer

Summit County, OH residents who have an estate plan in place can be assured that their loved ones will be taken care of after they die. An estate planning lawyer can help you create a plan that will ensure your assets are distributed according to your wishes. They can also help you set up trusts and other legal arrangements to protect your loved ones from financial hardship after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Summit County, OH can help residents by providing them with the best possible mortgage options. These loan officers can work with residents to find the right mortgage for their needs, and they can also provide information on the different types of mortgages available. In addition, these loan officers can help residents understand the terms of their mortgages, and they can also assist with the application process.

Tax Services

Tax accountants can help Summit County, OH residents in a few ways. They can help residents understand their tax obligations and file their taxes correctly. They can also provide advice on how to reduce one's tax liability. Tax accountants can be a valuable resource for residents of Summit County.


FAQs About Personal Financial Advisors in Summit County, OH