Best Financial Advisors in Summit County, OH

We did the hard work of finding trustworthy partners in Summit County, OH. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Summit County, OH Fiduciary Financial Advisors

generic_business-71
William A Hardy Financial Group
Location 2108 Braewick Cir, Akron, OH 44313, USA
Phone (330) 867-1760
Directions
generic_business-71
Danny D. Horn Financial
Location 777 W Market St, Akron, OH 44303, USA
Phone (330) 379-9977
Directions
generic_business-71
Manby Financial Strategies, Inc.
Location 1611 Akron Peninsula Rd ste a, Akron, OH 44313, USA
Phone (330) 475-8575
Directions
generic_business-71
The Heritage Group - Morgan Stanley
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-4612
Directions
generic_business-71
Merrill Lynch Wealth Management
Location 4000 Embassy Pkwy Suite 300, Akron, OH 44333, USA
Phone (330) 670-2400
Directions
generic_business-71
Kinkelaar & Associates
5 out of 5
Location 520 S Main St Suite #2515, Akron, OH 44311, USA
Phone (800) 716-0674
Directions
generic_business-71
Summit Wealth Management, LLC
Location 2150 N Cleveland Massillon Rd Suite A, Akron, OH 44333, USA
Phone (330) 659-5985
Language https://swm1.us/
Directions
generic_business-71
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
3 out of 5
Location 3800 Embassy Pkwy #120, Akron, OH 44333, USA
Phone (330) 668-6520
Directions
Financial Advisors in Summit County, OH

Where Certified Financial Advisors in Summit County, OH Serve

Summit County, OH is a bustling area with a plethora of landmarks, top employers, major highways, streets, and neighborhoods that make it a dynamic place to live and work. From the iconic Akron Art Museum to the breathtaking Cuyahoga Valley National Park, Summit County is home to some of the most notable landmarks in Ohio. The top employers in the area include Akron Children's Hospital, Goodyear Tire & Rubber, and the University of Akron, which provide ample job opportunities for residents. The major highways and streets, including I-77 and Route 8, make commuting to and from Summit County a breeze. The neighborhoods in Summit County range from historic and charming, such as Highland Square and Merriman Valley, to modern and upscale, like Montrose and Fairlawn Heights. With so much to offer, it's no wonder Summit County is a sought-after destination for both visitors and locals alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Summit County, OH could benefit greatly from the services of a financial advisor. With a population of over 540,000 people, there is a diverse range of financial situations and goals that could benefit from professional guidance. For example, many residents of Summit County are employed by major corporations such as Goodyear Tire & Rubber Co. and FirstEnergy Corp., and may have unique retirement planning needs. Additionally, Summit County is home to several universities, including the University of Akron, which means that many residents may have student loan debt or be in need of college savings plans for their children. A financial advisor can help navigate these specific financial challenges and create customized plans to help residents achieve their financial goals.

Insurance Broker

Residents of Summit County, OH can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for individuals and families. Summit County is home to a diverse population with varying insurance needs, and an insurance broker can help navigate the often confusing world of insurance by providing personalized recommendations and advice. For example, an insurance broker can help residents find affordable health insurance plans that meet their specific healthcare needs, or assist in finding the best policies for homeowners and renters in the area. With an insurance broker's expertise and guidance, residents of Summit County can feel confident that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Summit County, OH can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. In Summit County, OH, where the cost of living is relatively high compared to other areas in the state, a retirement planner can help residents navigate the complex financial landscape and make informed decisions about how to save for retirement. Additionally, a retirement planner can help residents understand the various retirement options available to them, including Social Security, pensions, and 401(k) plans, and develop a strategy to maximize their retirement income. With the help of a retirement planner, residents of Summit County, OH can feel confident and prepared for their retirement years.

Wealth Management

Residents of Summit County, OH could benefit greatly from the expertise of a wealth manager. With a median household income of $57,000, many locals may struggle to navigate complex financial decisions and investments. A wealth manager can provide guidance on everything from retirement planning to tax strategies, helping residents make informed choices about their money. Additionally, with Summit County's diverse economy, which includes industries such as healthcare, education, and manufacturing, a wealth manager can assist in creating a customized financial plan tailored to the unique needs and goals of individuals and families in the area. Overall, a wealth manager can provide invaluable support and peace of mind to residents of Summit County, OH looking to secure their financial future.

Mortgage Loan Officer

Residents of Summit County, OH can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including helping residents secure a mortgage to purchase a home or refinance an existing mortgage. With the average home price in Summit County being $162,000, a mortgage loan officer can help residents navigate the complex process of obtaining a loan and ensure they get the best possible terms. Additionally, mortgage loan officers can provide guidance on credit scores, down payments, and other financial considerations specific to Summit County, OH. By working with a mortgage loan officer, residents can feel confident in their ability to achieve their homeownership goals and improve their overall financial well-being.

Tax Services

Residents of Summit County, OH can greatly benefit from the expertise of a tax advisor. Tax advisors can assist individuals in understanding the complex tax laws and regulations that apply to their specific situation. In Summit County, OH, tax advisors can also provide guidance on local tax laws and regulations, such as property taxes and sales taxes. Additionally, tax advisors can help residents plan and prepare for tax season, ensuring that they are taking advantage of all available deductions and credits. With the help of a tax advisor, residents of Summit County, OH can navigate the often-confusing world of taxes with confidence and peace of mind.

Estate Planning Lawyer

Residents of Summit County, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Summit County residents is by creating a comprehensive estate plan that can protect their assets and ensure their wishes are carried out after they pass away. In particular, Summit County residents may need to consider Ohio's estate tax, which imposes a tax on estates worth more than $338,333 as of 2021. An estate planning lawyer can help residents navigate these tax laws and create a plan that minimizes their tax liability. Additionally, an estate planning lawyer can help Summit County residents establish trusts, create powers of attorney, and plan for long-term care, among other important legal matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Summit County, OH