Wealth Management in Uniontown, OH

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List of Firms

Uniontown, OH Wealth Management Firms

Will Adamczyk,CFP
Location 12955 Cleveland Ave NW, Uniontown, OH 44685, USA
Phone (330) 699-2223 ext. 213
Language https://www.bewellhwa.com/about-us
Directions
Edward Jones - Financial Advisor: Tom Marchese, CFP®|AAMS™
5 out of 5
Location 13690 Cleveland Ave NW, Uniontown, OH 44685, USA
Phone (330) 699-0522
Language https://www.edwardjones.com/us-en/financial-advisor/thomas-marchese
Directions
Aigler Financial Group
Location 4030 Massillon Rd # A, Uniontown, OH 44685, USA
Phone (330) 896-8939
Language http://www.aiglerfinancialgroup.com/
Directions
Greenport Financial Advisers Inc.
Location 1376 S Main St, North Canton, OH 44720, USA
Phone (330) 433-1800
Language http://www.greenportfinancial.com/
Directions
Merrill Lynch Wealth Management Advisor James Scott Arnold
Location 4300 Munson St NW, Canton, OH 44718, USA
Phone (330) 497-6615
Language https://fa.ml.com/ohio/canton/james-s-arnold
Directions
Rally Point Wealth Management - Ameriprise Financial Services, LLC
Location 1315 Corporate Dr Ste A, Hudson, OH 44236, USA
Phone (330) 650-2550
Language https://www.ameripriseadvisors.com/team/rally-point-wealth-management/?cid=IP_local_google
Directions
Tschantz Wealth Management
Location 4433 38th St NW #2, Canton, OH 44718, USA
Phone (330) 437-4029
Language http://tschantzwealth.com/
Directions
Sobitz Financial Group
5 out of 5
Location 3500 Massillon Rd Suite 490, Uniontown, OH 44685, USA
Phone (330) 896-9575
Language http://www.sobitzfinancial.net/
Directions
Horning, Sarchione & Innerst - Private Wealth Management Group
Location 1120 W Maple St Suite B, Hartville, OH 44632, USA
Phone (330) 877-8507
Directions
Advise Financial Solutions
Location For your convenience, by appointment only, 1549 Boettler Rd A, Uniontown, OH 44685, USA
Phone (855) 222-0776
Directions
Meridian Capitol Management
Location 3500 Massillon Rd # 250, Uniontown, OH 44685, USA
Phone (330) 899-0135
Language http://www.mercapgroup.com/
Directions
Andrews Advisors
5 out of 5
Location 1549 Boettler Rd Suite C, Uniontown, OH 44685, USA
Phone (330) 644-9000
Language https://andrewsadvisors.com/
Directions
Merrill Lynch Wealth Management Advisor Matthew R Draper
Location 4300 Munson St NW, Canton, OH 44718, USA
Phone (330) 497-6637
Language https://fa.ml.com/ohio/canton/matthew_draper
Directions
The Koch Team - Morgan Stanley
Location 4455 Dressler Rd NW Ste 202, Canton, OH 44718, USA
Phone (330) 419-4010
Language https://advisor.morganstanley.com/the-koch-team?y_source=1_MTE3NzA2MDEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Huntington Wealth Service
Location Akron, OH 44308, USA
Directions
wealth management by sirak financial services, llc: jeffrey a sirak
Location 4700 Dressler Rd NW, Canton, OH 44718, USA
Phone (330) 493-3211 ext. 140
Language http://www.jeffsirak.com/contact
Directions
Phillip Peachock - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3333 Massillon Rd Ste 110, Akron, OH 44312, USA
Phone (330) 628-8024
Language https://www.ameripriseadvisors.com/phillip.j.peachock/?cid=IP_local_google
Directions
Zoyhofski Financial Services, LLC
Location 5630 Middlebranch Ave NE, Canton, OH 44721, USA
Phone (330) 492-0832
Language http://www.zoyhofski.com/team-member/k-marie-deem
Directions
Wealth Management in Uniontown, OH

Where Wealth Management Advisors in Uniontown, OH Serve

Uniontown, OH is a charming town located in the heart of Ohio. It is home to several iconic landmarks such as the beautiful Hartville Marketplace and Flea Market, which is a popular destination for locals and tourists alike. The town is also home to the Uniontown Community Park, which offers a variety of outdoor activities for visitors to enjoy. When it comes to top employers, Uniontown is home to several major companies, including the Timken Company, which is a leading manufacturer of bearings and mechanical power transmission products. Other top employers in the area include the University of Akron, Summa Health System, and Akron Children's Hospital. The town is conveniently located near several major highways, including Interstate 77 and State Route 619, making it easy to get around and explore the surrounding areas. Additionally, Uniontown is home to several major streets, including Cleveland Avenue, which is lined with shops, restaurants, and other attractions.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Uniontown, OH could benefit from a bank in various ways. For instance, a bank could provide financial assistance to small businesses in the area, which could help boost the local economy. Additionally, a bank could offer mortgage and loan options to residents looking to purchase a home or make large purchases. Uniontown, OH is a suburban area with a population of approximately 3,400 people. Despite its small size, there are several local businesses that could benefit from the services a bank could offer, such as cash management and payroll services. Furthermore, a bank could provide financial education and resources to residents who may not have access to such information, helping them to make informed decisions about their finances and improve their overall financial health. Overall, a bank could play a crucial role in supporting the financial well-being of Uniontown, OH and its residents.

Insurance Broker

Residents of Uniontown, OH could greatly benefit from the assistance of an insurance broker in a variety of ways. For example, an insurance broker could help residents navigate the complexities of the healthcare system and find the right insurance plan to meet their needs. Additionally, an insurance broker could help residents protect their homes and property by finding the right homeowners insurance policy. Given Uniontown's location in the Midwest, an insurance broker could also help residents prepare for severe weather events such as tornadoes and hailstorms by finding the right coverage for their vehicles and homes. With an insurance broker's expertise, residents of Uniontown can rest assured that they have the right coverage to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Uniontown, OH would greatly benefit from the services of a retirement planner due to the complex and ever-changing nature of retirement planning. With the current economic climate and the unique financial needs of Uniontown residents, a retirement planner can provide invaluable guidance in creating a comprehensive retirement plan tailored to their specific needs. For example, Uniontown is home to a large population of retirees who rely heavily on Social Security benefits. A retirement planner can help these individuals navigate the complexities of Social Security and ensure they are receiving the maximum benefits available to them. Additionally, Uniontown is located in a state with high healthcare costs, making it crucial for retirees to have a solid plan for healthcare expenses in retirement. A retirement planner can assist with creating a healthcare plan that takes into account the unique needs and costs of Uniontown residents. Overall, a retirement planner can provide Uniontown residents with peace of mind and the confidence that they are on track to achieve their retirement goals.

Financial Advisor

Residents of Uniontown, OH could benefit from the services of a financial advisor in a multitude of ways. For instance, a financial advisor could assist with budgeting and saving strategies, especially for those who may be struggling to make ends meet in a town where the cost of living is higher than the national average. Additionally, a financial advisor could help residents plan for retirement, which is becoming increasingly important as the population ages and Social Security benefits become less reliable. Furthermore, a financial advisor could provide guidance on investing, which is crucial in a town where the economy is heavily reliant on the manufacturing industry and subject to fluctuations. Overall, the expertise of a financial advisor could prove invaluable to residents of Uniontown, OH looking to secure their financial futures.

Mortgage Loan Officer

Residents of Uniontown, OH would greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of financial needs, including providing guidance on the best loan options available to purchase a home in a town where the median home value is $226,000. Additionally, a mortgage loan officer can help residents navigate the complex process of refinancing their existing mortgages, which is especially important in a town where the average interest rate is 3.5%. With their extensive knowledge of the housing market and lending options, a loan officer can also help residents secure financing for home renovations or repairs to maintain the value of their homes in a town where the average age of housing units is 33 years old. Overall, a mortgage loan officer can be an invaluable resource for Uniontown residents looking to make smart financial decisions and achieve their homeownership goals.

Tax Services

Residents of Uniontown, OH can benefit from the expertise of a tax advisor in several ways. Firstly, tax advisors can help Uniontown residents navigate the complex tax laws and regulations that apply to them. This is particularly important in Uniontown, which has a diverse population with varying income levels and tax obligations. Secondly, tax advisors can help Uniontown residents identify tax deductions and credits that they may be eligible for, which can help them save money on their tax bills. For example, Uniontown residents who own homes may be eligible for deductions related to mortgage interest and property taxes. Finally, tax advisors can provide Uniontown residents with guidance on how to properly report their income and expenses to the IRS, which can help them avoid costly mistakes and penalties. Overall, the expertise of a tax advisor can be invaluable to Uniontown residents looking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Uniontown, OH can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Uniontown, OH, where the population is aging rapidly, and many residents may need to make arrangements for their estates. Additionally, an estate planning lawyer can help residents of Uniontown, OH minimize their tax liability and avoid probate court, which can be time-consuming and expensive. They can also help with creating trusts, setting up power of attorney, and drafting healthcare directives, all of which can be crucial for ensuring that a person's wishes are carried out in the event of incapacitation or death. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Uniontown, OH as they navigate the complexities of planning for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Uniontown, OH can offer a wide range of wealth management services that cater to the unique financial needs of their clients. From retirement planning to estate planning, a wealth manager can help individuals and families achieve their financial goals. In Uniontown, OH, wealth managers can also provide specialized services such as tax planning for the residents of Summit County. With complex tax laws and regulations, a wealth manager can help clients navigate the intricacies of the tax code and develop a tax-efficient investment strategy. Additionally, a wealth manager in Uniontown, OH can provide investment management services that take into account the specific needs and risk tolerance of each client. By developing a customized investment portfolio, wealth managers can help clients achieve their financial objectives while minimizing risk. Overall, a wealth manager in Uniontown, OH can provide comprehensive wealth management services that are tailored to the unique needs of each client, ensuring financial success for years to come.

Uniontown, OH is undoubtedly the best place to get a wealth manager due to its diverse economy and thriving business community. With a population of over 3,000 people, Uniontown boasts a unique blend of small-town charm and big-city amenities. The town is home to a range of industries, including manufacturing, healthcare, and retail, which means that there are plenty of opportunities for investors to diversify their portfolios. Additionally, Uniontown is located just a short drive from Akron, a major economic hub in the region. This proximity to a larger city means that Uniontown's wealth managers have access to a wide range of resources and expertise, which they can leverage to help their clients achieve their financial goals. Overall, Uniontown's robust economy and strategic location make it the perfect place to find a wealth manager who can help you build and protect your wealth over the long term.