Summit County, OH Financial Advisors and Resources



Financial Advisor Firms in Summit County, 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 Summit County, OH?

  • Population: 541,334
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $152,900
  • Average Monthly Housing Cost: $889
  • Average Household Income: $78,984
  • 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.)


Summit County, OH Financial Advisor FAQs

If you want to be informed and stay on top of your personal finances, then yes. A financial advisor is wise counsel in the many areas of financial management.
Financial advisors provide a full range of services to help their clients achieve success, from saving for retirement and adolescence to investing for college and entrepreneurship.
The first and most important thing to do is make sure your financial advisor is registered with the Financial Industry Regulatory Authority (FINRA). Follow up questions would be about the length of experience he has, certifications he is carrying, services provided, and fee structure.
A financial advisor can cost anywhere between $150-1000+ an hour, depending on the advisor's qualifications, experience, and services rendered.