Retirement Planning in Fairlawn, OH

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List of Firms

Top Retirement Planners in Fairlawn, OH

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Capital Financial Group Inc.
Location 231 Springside Dr UNIT 155, Akron, OH 44333, USA
Phone (330) 668-6991
Language http://www.professormoney.com/
Directions
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Vita Advisors
Location 123 S Miller Rd Suite 100, Fairlawn, OH 44333, USA
Phone (330) 223-3654
Directions
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Open Choice Retirement
Location 302 N Cleveland Massillon Rd #2, Akron, OH 44333, USA
Phone (330) 867-6900
Language http://openchoiceretirement.com/
Directions
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Prosperity Advisors
Location 275 Springside Dr Suite 270, Akron, OH 44333, USA
Phone (330) 576-4554
Language https://www.prosperityadvisors.com/
Directions
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21st Century Financial
SEC File# 801-56151
CRD# 4031
Location VALMARK BUILDNG, 130 Springside Dr # 100, Akron, OH 44333, USA
Phone (330) 668-9065
Language http://www.xxiadvisors.com/
Directions
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William A Hardy Financial Group
Location 2108 Braewick Cir, Akron, OH 44313, USA
Phone (330) 867-1760
Language http://www.williamahardyfinancialgroup.com/
Directions
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The Heritage Group - Morgan Stanley
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-4612
Language https://advisor.morganstanley.com/the-heritage-group-10829078?y_source=1_MTA4MjkwNzgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Adams, Gut & Associates - Northwestern Mutual
Location 3800 Embassy Pkwy Ste 120, Akron, OH 44333, USA
Phone (330) 668-6135
Language http://adams-gut.nm.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Douglas Esenwine
Location 2770 W Market St, Fairlawn, OH 44333, USA
Phone (833) 373-1955
Directions
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Annie Zhang - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3250 W Market St Ste 300, Fairlawn, OH 44333, USA
Phone (330) 475-7058
Language https://www.ameripriseadvisors.com/annie.h.zhang/?cid=IP_local_google
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Resources Planning Services
Location 34 Merz Blvd # C, Fairlawn, OH 44333, USA
Phone (330) 865-1335
Directions
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Equitable Advisors
SEC File# 801-14065
CRD# 6627
Location 3700 Embassy Pkwy Suite 330, Fairlawn, OH 44333, USA
Phone (330) 664-1830
Language http://jimorwig.com/
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 3067 West Market Street Ste. 2 & 3, Fairlawn, OH 44333, USA
Phone (330) 835-5348
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1058&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1058
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wealth Impact Advisors, LLC
SEC File# 801-55564
CRD# 108050
Location 33 Merz Blvd Suite 100, Fairlawn, OH 44333, USA
Phone (330) 865-3545
Language http://teamwia.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Fidelity Investments
4 out of 5
Location 3750 W Market St Unit A, Fairlawn, OH 44333, USA
Phone (800) 476-4735
Language https://www.fidelity.com/branches/investor-center-fairlawn-ohio-44333
Directions
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Sequoia Financial Group
SEC File# 801-61089
CRD# 117756
4 out of 5
Location 3500 Embassy Pkwy Suite 100, Akron, OH 44333, USA
Phone (888) 225-3777
Language http://www.sequoia-financial.com/
Directions
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Buck Wealth Strategies
Location 275 Springside Dr Suite 270, Akron, OH 44333, USA
Phone (330) 376-2825
Directions
Retirement Planning in Fairlawn, OH

About Fairlawn, OH for Those Planning to Retire

Fairlawn, Ohio is a bustling city nestled in the heart of Summit County. This vibrant community is home to a number of notable landmarks, including the Summit Mall, which features over 120 stores and restaurants, and the Akron-Fairlawn Hilton, a luxurious hotel that offers world-class amenities and breathtaking views of the surrounding area. In addition to these popular destinations, Fairlawn is also home to a number of top employers, including Akron Children's Hospital, Cleveland Clinic Akron General, and Summa Health System. These organizations provide a wide range of employment opportunities for residents of the area, from healthcare professionals to administrative staff and beyond. When it comes to transportation, Fairlawn is situated near several major highways, including Interstate 77, State Route 18, and State Route 21. These thoroughfares provide easy access to nearby cities like Akron and Cleveland, as well as other destinations throughout Northeast Ohio.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fairlawn, OH can benefit from a bank in various ways. One of the most common ways is through access to financial products and services that can help them manage their finances effectively. For instance, residents can open checking and savings accounts to deposit their money and earn interest, apply for loans to finance their businesses or homes, and obtain credit cards to make purchases and build their credit history. Moreover, banks in Fairlawn, OH offer online and mobile banking services that allow residents to access their accounts and conduct transactions conveniently from their homes or on the go. Additionally, banks in Fairlawn, OH provide financial education and counseling services to help residents make informed decisions about their finances and plan for their future. For instance, they can learn about budgeting, saving, investing, and retirement planning. Overall, banks in Fairlawn, OH play a crucial role in helping residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Fairlawn, OH can benefit from the expertise of an insurance broker in a myriad of ways. For instance, an insurance broker can help them navigate the complex world of insurance policies, including auto, home, and life insurance. With its proximity to Akron and Cleveland, Fairlawn residents are likely to have unique insurance needs that require a nuanced approach. An insurance broker can provide personalized advice and guidance on the best coverage options for their specific circumstances. Additionally, given the region's unpredictable weather patterns, an insurance broker can help residents assess their risk of damage from natural disasters such as floods and tornadoes, and recommend appropriate insurance coverage. Overall, an insurance broker can help Fairlawn residents make informed decisions about their insurance needs, saving them time, money, and hassle in the long run.

Wealth Management

Residents of Fairlawn, OH can benefit greatly from the services of a wealth manager. With its proximity to Akron and Cleveland, Fairlawn is a bustling suburban community that is home to many successful professionals, entrepreneurs, and retirees. A skilled wealth manager can help these individuals navigate the complexities of the financial landscape, from managing investments and minimizing taxes to planning for retirement and protecting assets. In particular, given the high cost of living in the area, residents of Fairlawn may need to be especially strategic in their financial planning. A wealth manager can provide tailored advice and solutions to help them achieve their financial goals and secure their financial futures. Whether it's creating a comprehensive financial plan or managing a complex investment portfolio, a wealth manager can help residents of Fairlawn make the most of their hard-earned wealth.

Financial Advisor

Residents of Fairlawn, OH can benefit from a financial advisor in several ways. For instance, a financial advisor can help them create a budget that aligns with their financial goals and lifestyle. They can also provide guidance on how to save for retirement, college education, or any other long-term financial goals. Moreover, with the high cost of living in Fairlawn, OH, a financial advisor can help residents navigate the complexities of the local real estate market, whether they are looking to buy or sell a home. Additionally, a financial advisor can help residents optimize their tax strategies, especially with the recent changes to the tax code. Overall, a financial advisor can provide residents of Fairlawn, OH with personalized financial advice that can help them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Fairlawn, OH can benefit from the expertise of a mortgage loan officer in many ways. For instance, these professionals can help first-time homebuyers navigate the complex process of securing a mortgage. They can also assist existing homeowners in refinancing their mortgages to take advantage of lower interest rates or to access equity in their homes. In addition, a mortgage loan officer can provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help borrowers choose the one that best suits their needs. Given that Fairlawn, OH is a growing city with a diverse population, a mortgage loan officer can also help residents who are self-employed or have non-traditional income sources to qualify for a mortgage. With their expertise and knowledge of the local real estate market, mortgage loan officers can provide invaluable assistance to Fairlawn residents looking to buy or refinance a home.

Tax Services

Residents of Fairlawn, OH can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving assistance in preparing their tax returns. A tax advisor can help residents navigate the complex tax laws and identify deductions and credits that they may have overlooked. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability. In Fairlawn, OH, where the median household income is higher than the state average, tax planning can be particularly important. A tax advisor can help residents take advantage of tax-saving opportunities, such as contributing to retirement accounts or taking advantage of tax credits for energy-efficient upgrades to their homes. Furthermore, a tax advisor can provide guidance on estate planning and help residents ensure that their assets are protected and their heirs are taken care of. Overall, residents of Fairlawn, OH can benefit greatly from the services of a tax advisor, particularly given the complex and ever-changing nature of tax laws.

Estate Planning Lawyer

Residents of Fairlawn, OH could greatly benefit from the services of an estate planning lawyer. With the city's median home value at $240,000, many residents may have significant assets to protect and distribute after their passing. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that their clients' wishes are carried out and their assets are distributed according to their desires. Additionally, with the city's population of over 7,400 residents, there may be complex family dynamics and relationships that require careful consideration in estate planning. An experienced lawyer can provide guidance and advice on how to navigate these sensitive issues. Furthermore, with the city's proximity to Akron and Cleveland, residents may have additional assets or business interests that require specialized estate planning. An estate planning lawyer can assist with these matters and ensure that their clients' estates are protected and distributed in the most efficient and effective manner possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Fairlawn, OH are comprehensive and tailored to individual needs. The planner can assist in developing a retirement plan that includes investment strategies, tax planning, and risk management. One unique aspect of retirement planning in Fairlawn, OH is the city's thriving healthcare industry. With major healthcare providers such as Summa Health and Cleveland Clinic Akron General, the retirement planner can help clients navigate healthcare costs and options in retirement. Additionally, the planner can provide guidance on Social Security benefits and Medicare enrollment. With the complexity of retirement planning, having a trusted advisor in Fairlawn, OH can provide peace of mind and a solid financial plan for the future.

Located in Summit County, Ohio, Fairlawn is an ideal place to get a retirement planner. With a population of just over 7,000, Fairlawn exudes a cozy and welcoming atmosphere that is perfect for those looking to retire in a peaceful and serene environment. The city boasts of a variety of financial planners who have a wealth of experience and expertise in the field of retirement planning. These planners are adept at creating customized retirement plans that cater to the individual needs and goals of each client. Moreover, Fairlawn has a low cost of living and is home to a diverse range of amenities, including parks, restaurants, and shopping centers, making it an ideal place for retirees to settle down. The city's proximity to Akron and Cleveland also means that retirees have access to world-class healthcare facilities and entertainment options. In summary, Fairlawn, OH, is the perfect place to get a retirement planner due to its serene environment, experienced financial planners, and affordable cost of living.