List of Firms
Portage County, OH Fiduciary Financial Advisors
Ellsworth Advisors, LLC.
Bricker Jeffrey D
Wells Fargo Advisors
Keith Lucas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Wentz Financial Group
Edward Jones - Financial Advisor: Adam Jenkins, CFP®|AAMS™
Tim Channel - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Vince Rosnack
Hudson Financial Advisors
Demming Financial Services Corp.
Edward Jones - Financial Advisor: Eric W Roberts
Barrett Financial Group
Fifth Third Preferred - Ivan Uskokovic
Yury Fridman - Financial Advisor, Ameriprise Financial Services, LLC
Micaela Marie Amburgey - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Karen M Hoy
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
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Portage County, OH
A financial advisor in Portage County, OH can provide a range of financial advising services to their clients. These services can include retirement planning, investment management, tax planning, and estate planning. Specifically, in Portage County, OH, a financial advisor can provide guidance on the local real estate market and how it impacts a client's financial planning. They can also offer insights into the unique tax laws and regulations in the county, helping clients to maximize their tax savings. Additionally, a financial advisor in Portage County, OH can provide advice on how to plan for potential natural disasters, such as floods or tornadoes, which are more prevalent in the area. With their bursty and complex approach to financial advising, a financial advisor in Portage County, OH can help clients navigate the complexities of their financial lives and achieve their goals.
Portage County, OH is the best place to get financial advising due to its unique blend of urban and rural communities. With a population of over 160,000, Portage County offers a diverse range of financial services that cater to the needs of both individuals and businesses. The county's location in Northeast Ohio also provides access to a variety of financial institutions and investment opportunities. However, what truly sets Portage County apart is its commitment to education and innovation. Home to Kent State University, one of the largest universities in Ohio, Portage County boasts a highly educated workforce that is well-equipped to handle complex financial matters. Additionally, the county's vibrant startup scene and entrepreneurial spirit make it an ideal location for those seeking innovative financial solutions. Whether you're looking to invest in the stock market or start your own business, Portage County, OH is the place to be for expert financial advice and guidance.
A financial planner in Portage County, OH, is a professional who provides expert advice and guidance on financial management. They help individuals and businesses to plan their finances, invest their money, and manage their assets. With a deep understanding of the local economy, a financial planner in Portage County, OH, can offer tailored financial solutions that meet the unique needs of their clients. For example, they can help clients navigate the complexities of the local tax code, which is known for its intricate rules and regulations. Additionally, they can provide guidance on investment opportunities that are specific to Portage County, OH, such as investing in the region's growing healthcare industry or its expanding technology sector. In short, a financial planner in Portage County, OH, is an essential resource for anyone looking to achieve financial stability and success in this vibrant and dynamic region.
Residents of Portage County, OH should consider reaching out to a financial advisor when they are in need of guidance and support in managing their finances. With a population of over 160,000, Portage County is a diverse community with unique financial needs and challenges. From navigating the local job market to planning for retirement, there are many complex financial decisions that residents must make on a regular basis. A financial advisor can provide expert advice and assistance in developing a personalized financial plan that takes into account the unique needs and goals of each individual. Whether you are looking to invest in the local economy or plan for your children's education, a financial advisor can help you make informed decisions that will set you on the path to financial stability and success.
A financial advisor in Portage County, OH must possess several essential qualities to provide their clients with the best possible financial guidance. Firstly, they should have excellent communication and interpersonal skills to establish a strong relationship with their clients. Secondly, they should have a deep understanding of the financial market trends and the local economic conditions of Portage County. This knowledge will help them tailor their advice to the unique needs of their clients in the region. Furthermore, they should be highly analytical and detail-oriented, enabling them to provide accurate and comprehensive financial planning services. Additionally, they should have a strong ethical code and a commitment to putting their clients' interests first. Portage County, OH is a diverse and dynamic region with a thriving business community. Therefore, a financial advisor in this area must be adaptable and able to navigate complex financial situations with ease.
Portage County, OH is home to several top financial advising firms that are renowned for their exceptional services and expertise. These firms offer a wide range of financial planning and investment management services to individuals and businesses alike. Their teams of highly qualified financial advisors possess a wealth of knowledge and experience in the industry, and are dedicated to helping their clients achieve their financial goals. One unique aspect of Portage County is its diverse economy, which includes a mix of manufacturing, healthcare, and education industries. This presents a unique set of challenges and opportunities for financial advisors to navigate, making the services of these top firms all the more valuable. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, these firms have the skills and resources to help you succeed.
Financial advisors in Portage County, OH are compensated in a variety of ways. One common method is through a commission-based structure, where advisors earn a percentage of the assets they manage or sell. Additionally, some advisors charge a fee for their services, which can be a flat rate or a percentage of the client's assets. Another compensation model is a hybrid of the two, where advisors charge a fee for their services and also earn commissions on any products they sell. It is worth noting that Portage County, OH has a diverse population with varying financial needs and goals. As such, financial advisors in the area must be well-versed in a range of financial planning strategies and products to serve their clients effectively. This complexity requires a depth of knowledge and expertise that sets Portage County, OH financial advisors apart from others in the industry.