Wealth Management in Stark County, OH

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List of Firms

Stark County, OH Wealth Management Firms

Blackstone Wealth Management Inc.
Location 4067 Whipple Ave NW, Canton, OH 44718, USA
Phone (330) 493-7300
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Merrill Lynch Wealth Management Advisor Jeffrey C. Lewis
Location 4300 Munson St NW, Canton, OH 44718, USA
Phone (330) 497-6636
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Pleasant Wealth- Canton
Location 720 McKinley Ave NW, Canton, OH 44703, USA
Phone (330) 893-0113
Directions
Merrill Lynch Wealth Management Advisor Cameron B Guild
Location 4300 Munson St NW, Canton, OH 44718, USA
Phone (330) 497-6620
Directions
Wealth Management in Stark County, OH

Where Wealth Management Advisors in Stark County, OH Serve

Stark County, Ohio is a vibrant and diverse community located in the heart of the state. The county boasts a rich history and is home to a number of iconic landmarks, including the Pro Football Hall of Fame and the McKinley National Memorial. In addition, the county is home to a number of top employers, including TimkenSteel, Diebold Nixdorf, and Mercy Medical Center. Major highways and streets in the area include Interstate 77, State Route 62, and Tuscarawas Street. The county is also home to a number of unique and vibrant neighborhoods, including Canton, Massillon, and Alliance. Whether you are looking for a bustling urban center or a quiet suburban community, Stark County has something to offer for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Stark County, OH can benefit from a bank in various ways. For instance, a bank can help them secure loans to start or expand their businesses. This is particularly important in Stark County, where small businesses are the backbone of the economy. Moreover, a bank can provide residents with financial advice and help them plan for their future. This is especially crucial in a county where the median household income is below the national average, and many families struggle to make ends meet. Additionally, a bank can offer residents access to various financial products and services, such as savings accounts, credit cards, and mortgages, which can help them achieve their financial goals. In conclusion, a bank can be a valuable resource for residents of Stark County, OH, helping them to build their financial stability and improve their quality of life.

Insurance Broker

Residents of Stark County, OH can benefit from the services of an insurance broker in various ways. One of the most common ways is by assisting them in finding the most suitable health insurance plans. Stark County has a diverse population, with people from different socioeconomic backgrounds. Therefore, an insurance broker can help residents navigate the complex health insurance market and find a plan that meets their specific needs and budget. Additionally, an insurance broker can help residents find affordable car insurance policies, which is particularly important in Stark County, where there are many drivers on the road. They can also assist residents with homeowner's insurance, which is essential in a county that experiences harsh weather conditions like tornadoes and snowstorms. Overall, an insurance broker can provide residents of Stark County, OH with peace of mind knowing that they have the right insurance coverage for their needs.

Retirement Planning

Residents of Stark County, OH can benefit from the guidance of a retirement planner in several ways. Firstly, the planner can help them determine their retirement goals and create a plan to achieve them. This is particularly important in Stark County, where the cost of living is lower than the national average, but the median household income is also lower. A retirement planner can help residents navigate this financial landscape and make the most of their retirement savings. Additionally, the planner can provide advice on tax-efficient investment strategies, which is especially important in Ohio, where state income tax rates can be high. Finally, a retirement planner can help residents understand the complexities of Social Security and Medicare, which can be particularly confusing for those approaching retirement age. By providing guidance on these and other retirement-related topics, a planner can help Stark County residents achieve a secure and comfortable retirement.

Financial Advisor

Residents of Stark County, OH can benefit greatly from the guidance of a financial advisor. With a population of over 370,000 people, Stark County is home to a diverse range of individuals with varying financial needs. A financial advisor can assist residents with retirement planning, investment strategies, and debt management. Specifically, with the county being home to several major employers such as TimkenSteel and Diebold Nixdorf, many residents may have unique retirement plans such as pensions or stock options that require expert advice. Additionally, the county has a median household income of $53,000, which may lead to financial challenges such as managing debt and creating a savings plan. A financial advisor can help residents navigate these challenges and create a personalized financial plan that meets their specific needs. Overall, the expertise of a financial advisor can make a significant impact on the financial well-being of Stark County residents.

Mortgage Loan Officer

Residents of Stark County, OH can benefit from the expertise of a mortgage loan officer in several ways. With the county's population of over 370,000 people, the demand for housing is high, and a loan officer can help residents navigate the complex process of obtaining a mortgage. Stark County is home to several cities, including Canton, Massillon, and Alliance, each with its unique housing market. A mortgage loan officer can help residents understand the nuances of these markets and find the best mortgage options for their specific needs. Additionally, Stark County has a diverse population, including many first-time homebuyers and retirees. A loan officer can provide guidance on first-time homebuyer programs and reverse mortgages, helping residents of all ages and backgrounds achieve their homeownership goals.

Tax Services

Residents of Stark County, OH can benefit from the expertise of a tax advisor in several ways. For instance, Stark County is home to many small businesses that may require guidance on tax planning, compliance, and reporting. A tax advisor can help these businesses navigate the complex tax laws and regulations, minimize their tax liabilities, and avoid costly penalties. Additionally, many Stark County residents may have questions about their personal taxes, such as deductions, credits, and retirement planning. A tax advisor can provide personalized advice and help individuals make informed decisions about their finances. With the recent changes to the tax code, it is more important than ever for Stark County residents to seek professional tax advice to ensure they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Stark County, OH can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is through the creation of a will, which ensures that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help individuals set up trusts, which can be especially beneficial for those with complex financial situations or who have special needs children. In Stark County, OH, where there is a large population of retirees, an estate planning lawyer can also assist with long-term care planning, including Medicaid planning and nursing home asset protection. Furthermore, an estate planning lawyer can help with business succession planning, ensuring that a business owner's legacy is preserved and their business is passed down to the next generation in a smooth and efficient manner. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Stark County, OH.

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