Retirement Planning in Summit County, OH

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Top Retirement Planners in Summit County, OH

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TCM Wealth Advisors
Location 66 S Miller Rd #202, Fairlawn, OH 44333, USA
Phone (330) 836-7000
Directions
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Sara C. Gibbs
Location 2850 W Market St #101, Akron, OH 44333, USA
Phone (330) 329-4117
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-4600
Directions
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Alliance Financial Services
SEC File# 801-107369
CRD# 282108
Location 3020 W Market St, Fairlawn, OH 44333, USA
Phone (330) 864-3043
Directions
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LRJ Wealth Management
SEC File# 801-120505
CRD# 169814
5 out of 5
Location 2650 W Market St, Fairlawn, OH 44333, USA
Phone (330) 864-9616
Directions
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The Giere Szucs Group - Morgan Stanley
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-7771
Directions
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1858wm.com
5 out of 5
Location 3250 W Market St Suite 105, Akron, OH 44333, USA
Directions
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PNC Private Bank
Location 1 Cascade Plaza, Akron, OH 44308, USA
Phone (330) 375-8394
Directions
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McCauley Financial LLC
Location 4040 Embassy Pkwy, Akron, OH 44333, USA
Phone (330) 648-4050
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
5 out of 5
Location 3900 Medina Rd Q, Akron, OH 44333, USA
Phone (833) 752-6333
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
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Jentner Wealth Management
SEC File# 801-23465
CRD# 105248
Location 3677 Embassy Pkwy, Akron, OH 44333, USA
Phone (330) 668-1000
Directions
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The Heritage Group - Morgan Stanley
Location 3700 Embassy Pkwy Ste 340, Akron, OH 44333, USA
Phone (330) 670-4612
Directions
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Wells Trecaso Financial Group
SEC File# 801-112139
CRD# 289899
Location 3560 W Market St Ste 340, Fairlawn, OH 44333, USA
Phone (330) 752-1547
Directions
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Lyon Capital Strategies
Location 712 Stonecliff Dr #5903, Akron, OH 44313, USA
Phone (330) 819-6694
Directions
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Brian Sutphin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3333 Massillon Rd Ste 110, Akron, OH 44312, USA
Phone (330) 628-8058
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
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W3 Wealth Management LLC
SEC File# 801-55564
CRD# 108050
5 out of 5
Location 90 N Miller Rd, Fairlawn, OH 44333, USA
Phone (330) 836-3805
Directions
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Financial Planning Concepts
Location 648 N Main St, Akron, OH 44310, USA
Phone (330) 253-7526
Directions
SEC File# 801-119824
CRD# 311146
Location 349 Stouffer Rd, Fairlawn, OH 44333, USA
Phone (330) 864-0503
Directions
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Kohmann Bosshard Financial Services
SEC File# 801-79520
CRD# 138851
Location 3421 Ridgewood Rd Suite 125, Fairlawn, OH 44333, USA
Phone (330) 666-6886
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
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Golden Reserve
SEC File# 801-121383
CRD# 283588
Location 302 N Cleveland Massillon Rd, Akron, OH 44333, USA
Phone (330) 779-1198
Directions
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Signal Tree Financial Partners, LLC
Location 840 Rothrock Rd, Akron, OH 44321, USA
Phone (330) 590-5937
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EGI Financial
SEC File# 801-112725
CRD# 120607
Location 655 W Market St, Akron, OH 44303, USA
Phone (330) 535-0881
Directions
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Walnut Ridge Management
Location 1 Gojo Plz # 350, Akron, OH 44311, USA
Phone (234) 678-3900
Directions
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National Health & Life Associates, Inc.
Location 572 W Market St #7, Akron, OH 44303, USA
Phone (800) 436-3295
Directions
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Victory Financial Services
Location 1000 S Cleveland Massillon Rd Suite 121, Akron, OH 44333, USA
Phone (330) 331-4447
Directions
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Trinity Pension Consultants, Inc
4 out of 5
Location 202 Montrose W Ave Suite 310, Copley, OH 44321, USA
Phone (330) 668-3747
Directions
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3Generations Wealth Management
SEC File# 801-112725
CRD# 120607
Location 2850 W Market St Suite 201, Fairlawn, OH 44333, USA
Phone (330) 535-0883
Directions
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Ohio Pension Services
Location 484 S Miller Rd, Fairlawn, OH 44333, USA
Phone (330) 777-0073
Directions
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HUNT FINANCIAL GROUP
Location 3867 W Market St #266akron, Akron, OH 44333, USA
Phone (330) 666-2969
Directions
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LifeStages Advisory
Location 198 Portage Trail Extension W #104, Cuyahoga Falls, OH 44223, USA
Phone (330) 929-4644
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Warther Private Wealth
Location 1075 W Market St, Akron, OH 44313, USA
Phone (330) 867-6999
Directions
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Vita Advisors
Location 123 S Miller Rd Suite 100, Fairlawn, OH 44333, USA
Phone (330) 223-3654
Directions
Retirement Planning in Summit County, OH

About Summit County, OH for Those Planning to Retire

Summit County, OH is a bustling area in Northeast Ohio, home to a plethora of landmarks, top employers, major highways, and vibrant neighborhoods. From the iconic Akron Civic Theatre to the sprawling Cuyahoga Valley National Park, Summit County is rich in history and natural beauty. The county is also home to major employers such as Akron Children's Hospital, Goodyear Tire & Rubber Company, and Akron General Health System. Major highways like I-77, I-76, and State Route 8 crisscross the county, making it easy to get around. Neighborhoods like Highland Square, Firestone Park, and Wallhaven offer unique personalities and diverse communities to explore. With so much to see and do, Summit County is a dynamic and exciting place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Summit County, OH could benefit from a bank in several ways. For instance, banks can provide loans to individuals who may need financial assistance to purchase a home or start a business. In Summit County, OH, where the median home value is $136,000 and the poverty rate is 12.3%, many residents may require financial support to achieve their goals. Additionally, banks can offer checking and savings accounts that can help individuals manage their money more effectively. This may be particularly important in Summit County, OH, where the cost of living is 4% higher than the national average, and residents may need to budget more carefully. Lastly, banks can provide financial education and resources to help individuals learn about investing, saving, and managing debt. With a population of over 541,000, Summit County, OH is a diverse community, and banks can play a crucial role in helping residents achieve financial stability.

Insurance Broker

Residents of Summit County, OH can benefit from the expertise of an insurance broker in several ways. With the county's location in the heart of the Rust Belt, its residents face unique challenges related to the economy and job market. An insurance broker can help residents navigate the complexities of health insurance, ensuring they have access to quality care without breaking the bank. Additionally, with severe weather events like heavy snow and tornadoes being a frequent occurrence in Summit County, homeowners insurance is a must-have for residents. An insurance broker can help residents find the right coverage to protect their homes and belongings from damage caused by these events. Furthermore, with the county's large population of retirees, an insurance broker can help seniors find the best Medicare supplement plans to cover their healthcare needs. In short, an insurance broker can provide invaluable assistance to Summit County residents in navigating the unique challenges they face in their daily lives.

Wealth Management

Residents of Summit County, OH could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could be helpful is in navigating the complex tax laws and regulations that affect the county. With a population of over 541,000 people, Summit County is one of the most populous counties in Ohio, and its residents face a wide range of tax challenges. A skilled wealth manager could help these individuals and families minimize their tax burden, plan for retirement, and make wise investment decisions that will help them achieve their financial goals. Whether it's creating a comprehensive financial plan, managing investments, or providing guidance on estate planning, a wealth manager can be an invaluable resource for residents of Summit County who want to build wealth and secure their financial future.

Financial Advisor

Residents of Summit County, OH can greatly benefit from the guidance of a financial advisor. With a population of over 540,000, Summit County is the fourth most populous county in Ohio. This means that there are a significant number of individuals who could benefit from the expertise of a financial advisor. A financial advisor can help residents of Summit County with a variety of financial concerns, including retirement planning, investment management, and debt reduction. Additionally, a financial advisor can provide guidance on tax planning and estate planning, which can be particularly important for individuals with significant assets. With the help of a financial advisor, residents of Summit County can achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Summit County, OH is home to a diverse community with varying financial needs. A mortgage loan officer can assist residents in many ways, such as helping first-time homebuyers navigate the complex process of obtaining a mortgage. They can also assist current homeowners in refinancing their mortgages to lower interest rates, which can save them thousands of dollars over the life of the loan. Additionally, the loan officer can provide guidance to those looking to purchase investment properties or vacation homes in the area. With Summit County being a hub for businesses and higher education institutions, the loan officer can also help those relocating to the area secure financing for their new homes. Overall, the mortgage loan officer serves as a valuable resource to Summit County residents, providing them with the knowledge and tools necessary to make informed decisions about their financial futures.

Tax Services

Residents of Summit County, OH can benefit greatly from the expertise of a tax advisor. With a population of over 540,000 people, Summit County is home to a diverse range of taxpayers, each with their unique financial situation. A tax advisor can help residents navigate the complex tax code, ensuring they take advantage of all available deductions and credits, and minimize their tax liability. For example, residents who work in the healthcare industry in Summit County may be eligible for tax breaks related to continuing education or professional development. Additionally, a tax advisor can help residents who own rental properties in Summit County navigate the complex tax rules related to rental income and expenses, ensuring they maximize their deductions and minimize their tax liability. Overall, the guidance of a tax advisor can be invaluable to Summit County residents, helping them make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Summit County, OH can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals draft a comprehensive will that outlines their wishes for the distribution of assets after their passing. This is particularly important in Summit County, OH, where the median home value is $152,000, and many residents have substantial assets that they want to pass on to their loved ones. Additionally, an estate planning lawyer can help individuals create trusts that can protect their assets from creditors and ensure that their beneficiaries receive their inheritance in a timely and tax-efficient manner. Finally, an estate planning lawyer can also assist with the creation of advanced directives, such as living wills and healthcare powers of attorney, which can ensure that an individual's medical wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable guidance and support to Summit County, OH residents as they plan for the future.

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