Wealth Management Firms Akron OH

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Akron, OH. We have compiled a list of businesses and services around Akron, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mario Giganti
Cornerstone Capital Advisors
(330) 896-6250
1507 Boettler Road, Suite G
Uniontown, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, CPA

Mr. Andrew J. Danylchak, CFP®
(330) 375-8894
1 Cascade Plz Fl 5
Akron, OH
Firm
PNC Bank
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning

Data Provided By:
Mr. Gerald P. Knotek, CFP®
(330) 375-9480
121 S. Main Street
Akron, OH
Firm
Sequoia Financial Advisors, LL
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
David J. Massare Jr., CFP®
(330) 255-4335
121 S. Main Street
Akron, OH
Firm
Sequoia Financial Group

Data Provided By:
Mr. Jesse W. Hurst Ii, CFP®
(330) 374-1616
520 S Main St
Akron, OH
Firm
Millennial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Harlan Storey
Storey & Associates
(330) 526-8944
1360 South Main Street
North Canton, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, JD

Mr. Michael A Chisnell Jr., CFP®
(330) 255-2131
121 S Main St Ste 300
Akron, OH
Firm
Sequoia Financial Group, LLC.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Charles M Grimm, CFP®
(330) 258-4023
219 S. Main Street
Akron, OH
Firm
KeyPrivate Bank
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Annelise W. Mccauley, CFP®
(330) 375-9480
121 S Main Street Ste 300
Akron, OH
Firm
Sequoia Financial Group

Data Provided By:
Mr. Ted T. Sadar, CFP®
(330) 564-0505
520 S Main St
Akron, OH
Firm
Sadar Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Business Executives

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874