Akron, OH Financial Advisors and Resources



Financial Advisor Firms in Akron, OH


SYMPHONY FINANCIAL SERVICES, INC.

Website

(330) 434-2000

4100 Embassy Parkway
Suite 100
Akron, OH 44333

SEC#: 801-63300
Years in Business: 17 years

VALMARK RETIREMENT ADVISERS, LLC

Website

(330) 576-1234

130 Springside Drive,
Suite 300
Akron, OH 44333

SEC#: 801-108775
Years in Business: 4 years

WELLS TRECASO FINANCIAL GROUP, LLC

Website

(330) 752-1547

3560 West Market Street
Suite 340
Akron, OH 44333

SEC#: 801-112139
Years in Business: 3 years

EGI FINANCIAL, INC.

Website

(330) 535-0881

50 South Main Street
Suite 1210
Akron, OH 44308

SEC#: 801-112725
Years in Business: 3 years

TRUE WEALTH DESIGN, LLC

Website

(330) 777-0688

700 Ghent Road
Suite 100
Akron, OH 44333

SEC#: 801-113277
Years in Business: 3 years

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Website

(330) 666-6886

130 Springside Drive
Suite 210
Akron, OH 44333

SEC#: 801-79520
Years in Business: 7 years

JENTNER WEALTH MANAGEMENT

Website

(330) 668-1000

3677 Embassy Parkway

Akron, OH 44333

SEC#: 801-23465
Years in Business: 36 years

PRESPER FINANCIAL ARCHITECTS, LLC

Website

(330) 253-6000

441 Wolf Ledges Parkway
Suite 103
Akron, OH 44311

SEC#: 801-113773
Years in Business: 3 years

1858 WEALTH MANAGEMENT, LLC

Website

(234) 678-5183

3250 West Market Street
Suite 105
Akron, OH 44333

SEC#: 801-117807
Years in Business: 1 years


How Retirement-Friendly is Akron, OH?

  • Population: 198,051
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $85,700
  • Average Monthly Housing Cost: $762
  • Average Household Income: $55,286
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Akron, OH Financial Advisor FAQs

Our society is one in which we are expected to take care of ourselves and plan for our future. There's a reason insurance agencies exist - anything can happen and we do not want to be unprepared if it does.
As with any other investments, it is important to do research. It is recommended to ask whether the advisor has any conflicts of interest that may affect your investment portfolio or if he/she has been fined or reprimanded for unlawful practices by the Financial Industry Regulatory Authority (FINRA).
Financial advisors provide guidance for people in relation to their finances. They may work with families, individuals, or small businesses who would like to save more money or pay down debt.
Financial advisors are not cheap. There are two major costs associated with hiring a financial advisor--the first is the financial advisor's fee, and the second is transaction fees for executing the trades.