Wealth Management in Summit County, OH

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List of Firms

Summit County, OH Wealth Management Firms

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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FNA Wealth Management
5 out of 5
Location 2214 E Enterprise Pkwy, Twinsburg, OH 44087, USA
Phone (330) 425-9199
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Baird Private Wealth Management
5 out of 5
Location 3875 Embassy Pkwy Ste 300, Akron, OH 44333, USA
Phone (330) 664-5500
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Merrill Lynch Wealth Management Advisor Ethan Courtad
Location 4000 Embassy Pkwy Suite 300, Akron, OH 44333, USA
Phone (330) 670-2424
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Seward Wealth Management
Location 1972 N Cleveland Massillon Rd, Bath, OH 44333, USA
Phone (330) 777-0249
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Summit Wealth Management, LLC
Location 2150 N Cleveland Massillon Rd Suite A, Akron, OH 44333, USA
Phone (330) 659-5985
Language https://swm1.us/
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Buck Wealth Strategies
Location 275 Springside Dr Suite 270, Akron, OH 44333, USA
Phone (330) 376-2825
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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
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SEC File# 801-118008
CRD# 226599
5 out of 5
Location 2923 Smith Rd UNIT 202, Akron, OH 44333, USA
Phone (330) 237-1030
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Krenz Locala Ruby Wealth Management - UBS Financial Services Inc.
5 out of 5
Location 175 Montrose W Ave 3rd Floor, Akron, OH 44321, USA
Phone (330) 665-7442
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Merrill Lynch Wealth Management Advisor Eric D Fuller
Location 4000 Embassy Pkwy Suite 300, Akron, OH 44333, USA
Phone (330) 670-2471
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Wealth Management in Summit County, OH

Where Wealth Management Advisors in Summit County, OH Serve

Summit County, OH is a vibrant and diverse area located in the heart of Northeast Ohio. It is home to several notable landmarks, including the Akron Art Museum, the Cuyahoga Valley National Park, and the Stan Hywet Hall and Gardens. These attractions draw visitors from all over the world and serve as a testament to the rich history and culture of the region. In terms of industry, Summit County is home to a number of top employers, including Akron Children's Hospital, Goodyear Tire & Rubber Company, and the University of Akron. These companies provide a wide range of job opportunities, from healthcare and education to manufacturing and technology. When it comes to transportation, Summit County is well-connected to the rest of the state and beyond. Major highways such as I-77 and I-76 run through the area, providing easy access to nearby cities like Cleveland and Columbus.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Summit County, OH can benefit from a bank in several ways. Firstly, a bank can provide them with easy access to financial services such as savings and checking accounts, loans, and credit cards. Additionally, banks offer online banking services that allow residents to manage their finances from the comfort of their homes. Summit County is known for its diverse population, and a bank can help cater to the financial needs of each community. For example, banks can offer services in different languages to help non-native English speakers understand their finances better. Furthermore, banks can provide financial education to residents, especially those in low-income neighborhoods, to help them make informed financial decisions. Overall, a bank can be a valuable resource for residents of Summit County, OH, providing them with financial services, convenience, and education.

Insurance Broker

Residents of Summit County, OH can benefit greatly from the services of an insurance broker. With the county being home to over 540,000 people, there is a diverse range of insurance needs that an insurance broker can help with. For example, with Akron being the county seat, many residents work in the healthcare industry, which means they may need specialized insurance coverage. Additionally, Summit County is known for its outdoor recreational activities, such as skiing and hiking, which can come with their own set of risks and insurance needs. An insurance broker can help residents navigate these complexities and find the right coverage for their unique situations. With the added benefit of an insurance broker's industry expertise, residents can feel confident that they are making informed decisions about their insurance coverage.

Retirement Planning

Residents of Summit County, OH can benefit greatly from the expertise of a retirement planner. With the county's population aging rapidly, it is increasingly important for individuals to have a solid plan in place for their golden years. A retirement planner can help residents navigate the complex world of retirement savings, investments, and Social Security benefits. They can help residents maximize their retirement income, minimize taxes, and plan for long-term care. Additionally, with the county's diverse population, a retirement planner can provide specialized advice tailored to the unique needs and circumstances of each individual. Whether it's developing a retirement income strategy, managing investments, or planning for healthcare costs, a retirement planner can help residents of Summit County, OH achieve their retirement goals and secure their financial future.

Financial Advisor

Residents of Summit County, OH can benefit greatly from the services 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 people who could use guidance in managing their finances. A financial advisor can help Summit County residents with a variety of tasks, such as creating a budget, managing debt, saving for retirement, and investing in the stock market. Additionally, Summit County is home to many small businesses, and a financial advisor can help these entrepreneurs with tasks such as creating a business plan, securing funding, and managing cash flow. Overall, a financial advisor can provide valuable assistance to Summit County residents in navigating the complex world of personal finance and achieving their financial goals.

Mortgage Loan Officer

Residents of Summit County, OH can greatly benefit from the services of a mortgage loan officer. These professionals specialize in helping individuals secure financing for their dream homes or investment properties. The high cost of living in Summit County, particularly in cities like Akron and Cuyahoga Falls, can make it challenging for residents to save up enough money for a down payment or to qualify for a mortgage on their own. A skilled loan officer can help residents navigate the complex lending process and find the best financing options for their unique needs and circumstances. They can also provide valuable advice and guidance on credit repair and other strategies to improve their chances of getting approved for a loan. With the help of a mortgage loan officer, residents of Summit County can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of Summit County, OH could benefit greatly from the expertise of a tax advisor. With the county being home to a diverse range of industries, including healthcare, education, and manufacturing, individuals and businesses alike may face unique tax challenges. A tax advisor can provide guidance on maximizing deductions, minimizing tax liabilities, and navigating complex tax laws and regulations. For example, residents of Akron, the largest city in Summit County, may have specific tax considerations related to the city's income tax. Additionally, with the county's proximity to major metropolitan areas like Cleveland and Columbus, tax advisors can offer insights on how to take advantage of regional tax incentives and credits. Overall, working with a tax advisor can help Summit County residents stay compliant with tax laws, save money, and achieve their financial goals.

Estate Planning Lawyer

Residents of Summit County, OH can greatly benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help individuals create a comprehensive plan for their assets and property in the event of incapacitation or death. This is especially important in Summit County, OH where the population is aging and the number of retirees is increasing. Additionally, an estate planning lawyer can assist with minimizing tax liabilities and ensuring that beneficiaries receive their inheritance in a timely and efficient manner. Furthermore, an estate planning lawyer can help individuals navigate complex legal procedures such as probate court and will contests. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Summit County, OH.

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