Best Financial Advisors in Portage County, OH

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List of Firms

Portage County, OH Fiduciary Financial Advisors

SEC File# 801-71457
CRD# 153184
Location 89 First St Suite #212, Hudson, OH 44236, USA
Phone (330) 576-3912
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Ellsworth Advisors, LLC.
5 out of 5
Location 1764 Georgetown Rd, Hudson, OH 44236, USA
Phone (234) 200-0703
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Bricker Jeffrey D
Location 4030 OH-43, Kent, OH 44240, USA
Phone (330) 673-3000
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1891 Georgetown Rd, Hudson, OH 44236, USA
Phone (330) 653-8161
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Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 56 Metric Dr, Tallmadge, OH 44278, USA
Phone (330) 633-9244
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Wentz Financial Group
Location 250 W Main St, Ravenna, OH 44266, USA
Phone (800) 608-0072
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Edward Jones - Financial Advisor: Adam Jenkins, CFP®|AAMS™
Location 10803 Main St Suite C, Mantua, OH 44255, USA
Phone (330) 274-8087
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Tim Channel - Financial Advisor, Ameriprise Financial Services, LLC
Location 3333 Massillon Rd Ste 110, Akron, OH 44312, USA
Phone (330) 628-8000
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Edward Jones - Financial Advisor: Vince Rosnack
Location 529 Canton Rd Suite 100, Akron, OH 44312, USA
Phone (234) 571-9913
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Hudson Financial Advisors
Location 10034 Wellman Rd, Streetsboro, OH 44241, USA
Phone (330) 342-1157
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Demming Financial Services Corp.
5 out of 5
Location 13 New Hudson Rd, Aurora, OH 44202, USA
Phone (330) 562-2122
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Edward Jones - Financial Advisor: Eric W Roberts
Location 123 E Main St, Ravenna, OH 44266, USA
Phone (330) 297-6882
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Barrett Financial Group
Location 117 S Water St, Kent, OH 44240, USA
Phone (330) 677-1914
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Fifth Third Preferred - Ivan Uskokovic
Location 353 W Garfield Rd, Aurora, OH 44202, USA
Phone (330) 995-5399
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Yury Fridman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1315 Corporate Dr Ste A, Hudson, OH 44236, USA
Phone (330) 650-2550
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Micaela Marie Amburgey - Financial Advisor, Ameriprise Financial Services, LLC
Location 1315 Corporate Dr Ste A, Hudson, OH 44236, USA
Phone (330) 650-2550
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Merrill Lynch Wealth Management Advisor Karen M Hoy
Location 10 W Streetsboro St # 302, Hudson, OH 44236, USA
Phone (330) 342-8611
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Financial Advisors in Portage County, OH

Where Certified Financial Advisors in Portage County, OH Serve

Portage County, OH is a vibrant and bustling area that boasts a number of stunning landmarks, top employers, major highways and streets, and unique neighborhoods. From the breathtaking Cuyahoga River to the historic Kent State University, this county is full of surprises and hidden gems. Some of the most notable landmarks in Portage County include the stunning Towner's Woods Park, the majestic Nelson-Kennedy Ledges State Park, and the iconic Kent State University Museum. These landmarks serve as a testament to the rich history and natural beauty of this area. In terms of top employers, Portage County is home to a number of major companies, including Kent State University, the Portage County government, and the University Hospitals Portage Medical Center. These employers provide a wealth of job opportunities and contribute significantly to the local economy. When it comes to major highways and streets, Portage County is well-connected to the rest of Ohio and beyond.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Portage County, OH can benefit greatly from the advice and guidance of a financial advisor. With a population of over 160,000 people, Portage County is a diverse community with a range of financial needs. A financial advisor can help individuals and families in Portage County with a variety of services, such as retirement planning, investment management, and debt reduction strategies. In particular, residents of Portage County may benefit from a financial advisor who is familiar with the local economy and job market. With Kent State University and a number of other large employers in the area, a financial advisor who understands the unique financial challenges facing residents of Portage County can provide valuable insight and advice to help them achieve their financial goals.

Insurance Broker

Residents of Portage County, OH can benefit from the services of an insurance broker in several ways. One of the most common ways is by helping them navigate the complex world of insurance policies and finding the best coverage that suits their needs and budget. In Portage County, OH, where severe weather conditions such as tornadoes, floods, and thunderstorms are common, insurance brokers can help residents find policies that cover damages caused by these natural disasters. Additionally, an insurance broker can help residents find affordable health insurance policies, which is especially important in a state like Ohio, where healthcare costs are higher than the national average. By working with an insurance broker, residents of Portage County, OH can have peace of mind knowing that they are adequately covered in case of unforeseen events.

Retirement Planning

Residents of Portage County, OH can benefit greatly from the services of a retirement planner. With a median age of 39.7 years, many individuals in Portage County are approaching retirement age and may have questions about how to best prepare for their future. A retirement planner can provide guidance on investments, savings strategies, and other financial planning tools to ensure that residents are prepared for retirement. Additionally, Portage County is home to several large employers, including Kent State University and the University Hospitals Portage Medical Center. A retirement planner can help employees of these organizations navigate their retirement benefits and make informed decisions about their financial futures. Overall, a retirement planner can be a valuable resource for anyone in Portage County looking to secure their financial future and achieve their retirement goals.

Wealth Management

Residents of Portage County, OH can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan for each individual. This plan takes into account the unique circumstances of the client, including their income, expenses, and financial goals. For residents of Portage County, OH, a wealth manager can also provide guidance on local investment opportunities, such as the growing healthcare and education sectors. Additionally, a wealth manager can help residents navigate the complexities of estate planning and ensure that their assets are protected for future generations. With the help of a wealth manager, residents of Portage County, OH can achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Portage County, OH can benefit greatly from the services of a mortgage loan officer. They can assist with a variety of needs, including helping first-time homebuyers navigate the complex process of obtaining a mortgage, refinancing existing mortgages to lower interest rates and monthly payments, and providing advice on home equity loans and lines of credit. A mortgage loan officer can also provide specific knowledge about the local housing market in Portage County, OH, which can be especially helpful for those looking to buy or sell a home in the area. With their expertise and guidance, residents can make informed decisions about their mortgage options and achieve their homeownership goals.

Tax Services

Residents of Portage County, OH can benefit greatly from the expertise of a tax advisor. With a population of over 160,000 people, many individuals and businesses in Portage County are likely to have complex tax situations that require professional guidance. For example, small business owners in Kent may need help navigating the local tax laws and regulations, while homeowners in Ravenna may require assistance with property tax assessments. Additionally, residents of Portage County who work in neighboring counties may need advice on how to properly file their taxes across different jurisdictions. A tax advisor can provide personalized assistance and advice to help residents of Portage County optimize their tax situation and minimize their tax liability.

Estate Planning Lawyer

Residents of Portage County, OH can benefit from the help of an estate planning lawyer in a variety of ways. One specific example is that an estate planning lawyer can help residents navigate the unique laws and regulations of Ohio regarding estate planning. For instance, Ohio has specific rules regarding the distribution of assets if a person dies without a will, which can be confusing for those unfamiliar with the law. Additionally, an estate planning lawyer can help residents create a plan that meets their specific needs and goals, whether that includes protecting assets, minimizing taxes, or ensuring that loved ones are taken care of after they pass away. Overall, an estate planning lawyer can provide peace of mind for Portage County residents by ensuring that their wishes are carried out and their loved ones are protected.

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