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Best Financial Advisors in Canton, OH

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Canton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



6Top Picks

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SmartAdvisor by SmartAsset logo

SmartAdvisor by

Canton, OH
Free Consultation Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Canton, OH Rating

Why choose this provider?

Need help contacting a Financial Advisor in Canton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

4450 Belden Village St. NW, Suite 704, Canton, OH 44718 Rating

Why choose this provider?

Affinity Advisors Network, LLC is a network of professionals, including financial advisors, that offers its services in the Canton metro. It focuses on the post-retirement life of its clients, creating plans that would allow their assets to be positioned so they maintain qualifications for every state and federal benefit. The same plan also blocks all estate recovery efforts, which allows nursing home costs to be covered. Robert Hall, the president and founder, is a certified retirement financial advisor.

  • Retirement Planning

4481 Munson St NW Suite 302, Canton, OH 44718 Rating

Why choose this provider?

The Affinity Group offers fiduciary advice and solution to help clients in Canton manage and grow their wealth. It aids in the financial planning process, identifying the amount to allocate to savings and the rate of return one needs to earn. Its advisors offer guidance in managing investments, taking into consideration both liabilities and assets. They take into account the individuals' current lifestyle to develop a plan for achieving future goals such as retirement. Principal Scott Lowe is an investment advisor representative with Affinity Wealth.

  • Certified Financial Planner (CFP)
  • Financial Planning

1642 Cleveland Ave NW, Canton, OH 44703 Rating

Review Sources

4.0 (8)

Why choose this provider?

Harris Miller & Finkelstein Certified Public Accountants LLP delivers financial solutions to clients in Canton and the neighboring areas. The firm helps individuals with personal financial planning, estate planning, and eldercare. Its services for companies include payroll, cash flow management, bank financing, and internal controls. It also provides tax planning and preparation services to its clients. HMF strives to uphold professionalism, responsiveness, and quality in serving its clients. It commits to providing them with appropriate advice concerning their wealth.

  • Financial Planning

1967 East Maple Street Suite 132, North Canton, OH 44720 Rating

Review Sources

5.0 (4)

Why choose this provider?

JGR Financial Solutions is a fiduciary financial advisor in Canton that serves retirees in and around the area. Its financial planning and investment management services include insurance and tax and estate planning. The company helps individuals approaching retirement clarify their questions, review their income tax plan, and address their goals and objectives. Founder Justin Rush is a Certified Financial Planner with an academic background in accounting and business administration. He is also a member of the National Association of Personal Financial Advisors.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Canton, OHFree Consultation
Affinity Advisory Network, LLC
4450 Belden Village St. NW, Suite 704, Canton, OH 44718
The Affinity Group
4481 Munson St NW Suite 302, Canton, OH 44718
Harris Miller & Finkelstein Certified Public Accountants LLP
1642 Cleveland Ave NW, Canton, OH 44703
JGR Financial Solutions
1967 East Maple Street Suite 132, North Canton, OH 44720


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can excessive generosity towards charitable organizations increase taxes for single retirees in Canton?

    Yes, excessive generosity toward charitable organizations can increase taxes for single retirees in Canton. Depending on the origin and recipient of the gift, it might not be tax-efficient, leading to higher tax liabilities. To optimize tax benefits, it is crucial for single retirees to plan their charitable giving strategically, ensuring that their contributions align with tax-saving opportunities.

  • What licenses are required to sell life insurance and fixed annuities in Canton?

    To sell life insurance in Canton, a person should be licensed by the Ohio Department of Insurance. Pre-licensing study is mandatory, and passing an exam is a prerequisite. Industry certifications may exempt candidates from some pre-licensing study requirements. Selling variable annuities requires securities licensure from the Ohio Division of Securities and registration with FINRA. As someone looking for a financial advisor, it's essential to be aware of the licenses required for professionals who offer life insurance and fixed annuities in Ohio.

  • In what ways do financial advisors in Canton assist individuals with their investments?

    Financial advisors in Canton provide guidance in various areas, including investment accounts, real estate investing, and life insurance. Their personalized approach ensures clients receive tailored solutions to help them achieve their financial objectives. Whether it's optimizing investment strategies, exploring real estate opportunities, or securing life insurance coverage, these advisors are well-equipped to help individuals make informed decisions in their best interest.

  • What is the average hourly pay for a financial advisor in Canton?

    In Canton, Ohio, the average hourly pay for a financial advisor is around $23.50, while an assistant financial planner or analyst typically earns approximately $24 per hour. It's essential to consider that rates may differ based on the individual financial planner and the services they provide. To find the right fit for your financial planning needs, it's advisable to research and compare hourly rates among various financial planners in the area.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.