Best Financial Advisors in Fairlawn, OH

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List of Firms

Fairlawn, OH Fiduciary Financial Advisors

Lindahl & Mansager
SEC File# 801-114168
CRD# 107111
4 out of 5
Location 3075 Smith Rd UNIT 103, Fairlawn, OH 44333, USA
Phone (330) 665-0655
Directions
True Wealth Design
SEC File# 801-113277
CRD# 143194
5 out of 5
Location 700 Ghent Rd Suite 100, Akron, OH 44333, USA
Phone (330) 777-0688
Language http://www.truewealthdesign.com/
Directions
Kohmann Bosshard Financial Services
SEC File# 801-79520
CRD# 138851
Location 3421 Ridgewood Rd Suite 125, Fairlawn, OH 44333, USA
Phone (330) 666-6886
Language http://kohmannbosshard.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
Merrill Lynch Wealth Management Advisor Charles W Freeman
Location 4000 Embassy Pkwy Suite 300, Akron, OH 44333, USA
Phone (330) 670-2470
Language https://fa.ml.com/ohio/akron/fo_wmg
Directions
Edward Jones - Financial Advisor: Jennifer A Malta
5 out of 5
Location 1000 Ghent Rd, Akron, OH 44333, USA
Phone (330) 666-2333
Language https://www.edwardjones.com/us-en/financial-advisor/jennifer-malta?y_source=1_NjM5NzA5LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
TCM Wealth Advisors
Location 66 S Miller Rd #202, Fairlawn, OH 44333, USA
Phone (330) 836-7000
Language http://tcmwealthadvisors.com/
Directions
Lincoln Financial
SEC File# 801-23151
CRD# 3870
2 out of 5
Location 3421 Ridgewood Rd, Fairlawn, OH 44333, USA
Phone (330) 294-1205
Directions
Kevin Kroskey, Certified Financial Planner at True Wealth Design
Location 700 Ghent Rd #100, Akron, OH 44333, USA
Phone (330) 777-0688
Language http://www.truewealthdesign.com/
Directions
Jenrose Financial Advisors LLC
Location 2796 Greenspire Ln, Fairlawn, OH 44333, USA
Phone (330) 835-3636
Directions
Baird Private Wealth Management
Location 3560 W Market St UNIT 215, Akron, OH 44333, USA
Phone (234) 466-7476
Language http://www.bairdoffices.com/akron-oh/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=342
Directions
Symphony Financial Services, Inc.
SEC File# 801-63300
CRD# 125058
5 out of 5
Location 4100 Embassy Pkwy, Akron, OH 44333, USA
Phone (330) 434-2000
Language http://www.symphony-financial.com/
Directions
Fleck Financial
Location 484 S Miller Rd, Akron, OH 44333, USA
Phone (330) 665-0614
Directions
The Wealth Advisory Group of DiLauro Wracher & Thomas
Location 3680 Embassy Pkwy Suite A, Akron, OH 44333, USA
Phone (330) 564-1700
Language http://wagdwt.com/
Directions
Financial Advisors in Fairlawn, OH

Where Certified Financial Advisors in Fairlawn, OH Serve

Fairlawn, OH is a vibrant city in Summit County, Ohio, that boasts a plethora of exciting landmarks and attractions. The city is home to some of the top employers in the area, including Akron General Medical Center, Summa Health System, and the Hilton Akron/Fairlawn Hotel and Suites. Major highways and streets that run through the city include Interstate 77, State Route 18, and Cleveland-Massillon Road. The neighborhoods in Fairlawn are diverse and offer something for everyone, from the upscale West Market Street area to the charming residential neighborhoods near Ghent Road. Some of the top landmarks in Fairlawn include the Summit Mall, the Fairlawn Country Club, and the Cuyahoga Valley National Park, which offers breathtaking views of the surrounding landscape. With its bustling economy, rich history, and stunning natural beauty, Fairlawn, OH is a truly remarkable place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairlawn, OH can benefit from the expertise of a financial advisor in various ways. For instance, a financial advisor can help individuals and families in Fairlawn to create a budget and savings plan that aligns with their financial goals. Given that the cost of living in Fairlawn is relatively high compared to other cities in Ohio, a financial advisor can help residents to manage their expenses and save for future expenses such as college tuition, retirement, and emergencies. Additionally, a financial advisor can provide guidance on investing in the local economy, which is known for its diverse industries such as healthcare, retail, and technology. By working with a financial advisor, residents of Fairlawn can gain a better understanding of their financial situation and make informed decisions about their money.

Insurance Broker

Residents of Fairlawn, OH can benefit from the expertise of an insurance broker in a variety of ways. One specific example is that an insurance broker can help residents navigate the unique weather patterns of the area. Fairlawn, OH experiences cold winters with heavy snowfall and hot summers with high humidity. An insurance broker can help residents find policies that provide coverage for damage caused by weather-related events such as snowstorms, hail, and flooding. Additionally, an insurance broker can help residents find policies that offer protection against damage caused by extreme temperature changes. By working with an insurance broker, residents of Fairlawn, OH can ensure that they have the coverage they need to protect their homes and belongings from the unpredictable weather patterns of the area.

Retirement Planning

Residents of Fairlawn, OH can benefit greatly from the services of a retirement planner. A retirement planner can help them navigate the complex world of retirement planning, including creating a budget, managing investments, and planning for healthcare costs. Fairlawn, OH is a community that has a high cost of living, so it's important for residents to have a retirement plan that takes into account their specific financial situation. A retirement planner can also help residents of Fairlawn, OH plan for unexpected expenses, such as a medical emergency or a sudden job loss. By working with a retirement planner, residents of Fairlawn, OH can feel confident that they have a plan in place that will help them achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of Fairlawn, OH could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways that a wealth manager could help residents of Fairlawn is by developing a comprehensive financial plan that takes into account their unique circumstances and goals. This might include strategies for saving for retirement, investing in the stock market, or managing debt. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and insurance needs. One specific challenge that residents of Fairlawn might face is navigating the local real estate market, which can be competitive and fast-moving. A wealth manager could help residents make informed decisions about buying or selling property, and provide insights into the local market conditions that could impact their investment decisions. Ultimately, a wealth manager can provide valuable support and guidance to help residents of Fairlawn achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Fairlawn, OH would greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing a home. With the median home value in Fairlawn being significantly higher than the national average, navigating the housing market can be a daunting task. A mortgage loan officer can help residents understand the various types of loans available and assist in finding the best option to fit their financial situation. Additionally, Fairlawn is known for its highly rated schools, making it a desirable location for families. A mortgage loan officer can help families secure financing for their dream home in a top-rated school district. Overall, the guidance and support of a mortgage loan officer can make the home buying process in Fairlawn, OH much smoother and less stressful.

Tax Services

Residents of Fairlawn, OH can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important for Fairlawn residents, as the city has a higher median household income than the state average. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide assistance with tax audits and help resolve any tax-related issues that may arise. Overall, working with a tax advisor can help Fairlawn residents maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Fairlawn, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Fairlawn is by creating a will or trust. This is especially important for those with significant assets or property, as it ensures that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney, which can be crucial in the event of incapacitation or illness. For residents of Fairlawn, OH, it is important to work with a lawyer who is familiar with the state's specific laws and regulations regarding estate planning.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Fairlawn, OH

A financial advisor in Fairlawn, OH can provide a range of financial advising services to clients. These services may include investment planning, retirement planning, tax planning, and estate planning. Financial advisors in Fairlawn, OH are uniquely positioned to provide specialized advice to clients due to the area's thriving business community. With a diverse range of industries, including healthcare, manufacturing, and technology, Fairlawn, OH offers a wealth of investment opportunities for clients seeking to grow their wealth. Additionally, financial advisors in Fairlawn, OH can help clients navigate the complexities of Ohio's tax laws and estate planning regulations, ensuring that their financial affairs are in order and their assets are protected for future generations. Whether you are just starting to build your wealth or are looking to preserve and grow your existing assets, a financial advisor in Fairlawn, OH can provide the expertise and guidance you need to achieve your financial goals.

Located in the heart of Summit County, Fairlawn, OH is a prime destination for those seeking expert financial advice. With its bustling economy and diverse population, this city offers a plethora of financial resources that cater to the needs of every individual. One of the most notable features of Fairlawn is its robust network of financial advisors. These professionals are renowned for their expertise in various areas of finance, including investment management, retirement planning, and tax preparation. They possess an unparalleled level of knowledge and experience, making them the go-to experts for anyone seeking to maximize their financial potential. Moreover, Fairlawn's financial advisors are known for their personalized approach to financial planning. They take the time to understand each client's unique financial situation and goals, and then tailor their advice accordingly. This level of attention to detail and commitment to client satisfaction is what sets Fairlawn's financial advisors apart from the rest.