Wealth Management in Canton, OH

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Canton, OH Wealth Management Firms

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Beese Fulmer Investment Management
SEC File# 801-15485
CRD# 109882
Location 220 Market Ave S # 1150, Canton, OH 44702, USA
Phone (330) 454-6555
Directions
Wealth Management in Canton, OH

Where Wealth Management Advisors in Canton, OH Serve

Canton, OH is a vibrant city in Northeast Ohio with a rich history and a diverse population. The city is home to several landmarks, including the Pro Football Hall of Fame, the McKinley Presidential Library and Museum, and the Canton Palace Theatre. These attractions draw tourists from all over the world and contribute to the city's thriving economy. Canton is also home to many top employers, such as TimkenSteel, Mercy Medical Center, and the Canton City School District. These companies provide job opportunities for residents and contribute to the city's economic growth. Major highways and streets in Canton include Interstate 77, U.S. Route 30, and State Route 62. These roads connect Canton to other cities in Ohio and beyond, making it easy for residents to travel for work or leisure. Canton is divided into several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Downtown Canton, Historic Ridgewood, and Market Heights.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Canton, OH can benefit from a bank in many ways. For starters, a bank can provide financial assistance to those who are struggling to make ends meet. This could include offering loans to help pay for unexpected expenses, such as medical bills or car repairs. Additionally, a bank can help residents save money by offering high-yield savings accounts and investment opportunities. With the economy in Canton, OH being heavily reliant on manufacturing, a bank can also provide business loans to help local companies grow and expand. Moreover, a bank can offer financial education and resources to help residents make informed decisions about their money. Given the diverse population of Canton, OH, a bank can also provide multilingual services to better serve the community. Overall, a bank can be a valuable resource for the residents of Canton, OH, helping them achieve financial stability and security.

Insurance Broker

Residents of Canton, OH can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complex world of health insurance, which is particularly important in Canton where the population has a higher-than-average rate of chronic diseases such as diabetes and heart disease. Additionally, an insurance broker can assist residents in finding the right coverage for their homes and automobiles, which is important in a city that experiences harsh winter weather and frequent severe storms. Insurance brokers can also help residents with life insurance, disability insurance, and long-term care insurance, ensuring that they have the protection they need in case of unexpected events. Overall, an insurance broker can provide invaluable assistance to residents of Canton, OH, helping them to find the right insurance coverage to meet their unique needs and protect them from the risks of everyday life.

Retirement Planning

Residents of Canton, OH can benefit from the expertise of a retirement planner in several ways. For instance, a retirement planner can help residents create a comprehensive retirement plan that takes into account their unique financial situation and goals. This could include developing a savings strategy, creating a budget, and identifying potential sources of income in retirement. Additionally, a retirement planner can advise residents on the best investment options to help grow their retirement savings over time. Given that Canton, OH has a high cost of living relative to other cities in Ohio, it's especially important for residents to have a solid retirement plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can help residents navigate the complex financial landscape and make informed decisions about their retirement savings.

Financial Advisor

Residents of Canton, OH can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. This plan may include strategies for saving for retirement, paying off debt, and investing in the local economy. Additionally, a financial advisor can help residents navigate the complex tax laws in Canton, OH, ensuring that they are taking advantage of all available deductions and credits. The advisor can also provide guidance on how to manage unexpected expenses, such as medical bills or home repairs, which can be particularly challenging for residents of Canton, OH, given the region's harsh winters and unpredictable weather. Overall, a financial advisor can provide invaluable support and guidance to help residents of Canton, OH achieve financial stability and security.

Mortgage Loan Officer

Residents of Canton, OH can greatly benefit from the expertise of a mortgage loan officer. With a population of over 70,000, Canton offers a diverse range of housing options. A loan officer can assist residents in finding the best mortgage options to suit their unique needs, whether they are first-time homebuyers or looking to refinance. Additionally, a loan officer can provide valuable insight into the local housing market, including the current trends and conditions. They can also offer guidance on the various state and federal programs available to assist homebuyers, such as the Ohio Housing Finance Agency's down payment assistance program. By working with a mortgage loan officer, residents of Canton can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Canton, OH can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations that are specific to Ohio, including the state's sales tax and personal income tax. Additionally, a tax advisor can provide guidance on how to minimize tax liability and maximize tax deductions, which is especially important for residents of Canton who may be struggling financially due to the city's high poverty rate. Furthermore, a tax advisor can assist small business owners in Canton with tax planning and compliance, ensuring that they are meeting all of their tax obligations and avoiding costly penalties. Overall, a tax advisor can provide invaluable assistance to residents of Canton, helping them to effectively manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Canton, OH can benefit significantly from the services of an estate planning lawyer. These legal professionals can help residents create a comprehensive estate plan that outlines their wishes for the distribution of assets, guardianship of minor children, and healthcare decisions. Estate planning lawyers can also assist with the creation of trusts, which can protect assets and provide tax benefits. In Canton, OH, where the population is aging, estate planning lawyers can help seniors plan for their future healthcare needs and long-term care expenses. They can also assist with probate and estate administration, ensuring that the deceased's wishes are carried out and that assets are distributed according to the law. Additionally, estate planning lawyers can help residents minimize estate taxes and protect their assets from creditors. Overall, an estate planning lawyer can provide invaluable assistance to Canton, OH residents in planning for their future and protecting their assets.

Canton, OH Financial Resources

Canton, OH Chamber of Commerce

https://www.cantonchamber.org/

Canton, OH City Hall

https://www.cantonohio.gov/

Canton, OH Public Library

https://www.starklibrary.org/

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