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Best Financial Advisors in Akron

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Akron, OH
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Akron, OH

Why choose this provider?

Need help contacting a Financial Advisor in Akron? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1611 Akron Peninsula Road, Akron, OH 44313
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving Akron, Manby Financial Strategies helps clients secure financial independence. Its approach includes strategies to eliminate risks, maximize Social Security, manage investments, protect assets, and plan the client’s retirement and living estate. The process involves setting goals, identifying potential alternative action plans, developing and implementing recommendations, and monitoring progress. William J. Manby, Manby Financial’s representative and namesake, has served hundreds of clients for more than 35 years in the areas of preservation planning and wealth management.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4100 Embassy Parkway, Akron, OH 44333
  • Estate Planning
  • Insurance Products

Why choose this provider?

Symphony Financial Services, Inc., is a financial advisory firm located in Akron that was established in 2001. It guides individuals, families, businesses, and institutions through the wealth planning process and helps them develop an investment portfolio that suits their financial requirements. The company's professionals have over 100 years of combined experience. One of its investment advisor representatives, Paul Sansonette, is a Certified Retirement Counselor who has been in the industry for more than 20 years. Symphony Financial Services is backed by LPL Financial.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
66 South Miller Road, Fairlawn, OH 44333
  • Certified Financial Planner (CFP)

Why choose this provider?

TCM Wealth Advisors is a financial services firm that serves the Akron metro. Its services include cash flow forecasting, asset allocation analysis, business planning, college education funding, estate and charitable planning, and retirement planning. It performs portfolio reviews and risks analyses as part of investment management. It also helps clients in divorce financial planning. Its founder and president, Jonathan Torrens, has over 30 years of experience in the financial services sector. He is a member of The Financial Planning Association.

Website
3570 Executive Drive, Uniontown, OH 44685
  • Retirement Planning

Why choose this provider?

Hyland Financial Planning is a financial advisor that serves clients in Akron. The company offers a variety of services, such as investment management, financial planning, and personal finance advice. The business serves as a financial trainer or coach for individuals who are determined to developing a financial plan and accomplishing their financial goals. The company is led by Ryan Bayonnet, whose work as a financial advisor has been featured on the Washington Post and Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (36)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
275 Springside Drive, Akron, OH 44333
  • Certified Financial Planner (CFP)

Why choose this provider?

Prosperity Advisors is a team of financial advisors founded in 1989 with an office in Akron. It works with clients to create financial plans and helps with retirement, tax, and estate planning. Also available are specialty planning services for families who have members who are retiring, going to college, members of the LGBTQ community, or undergoing major transitions or unexpected events. Its advisors hold a variety of certifications, including CFP, CFA, AIF, ChFC, and CDFA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
441 Wolf Ledges Parkway, Akron, OH 44311
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Established in 2017, Presper Financial Architects is an independent financial planning firm that serves clients in Akron and the neighboring communities. Its professionals handle financial planning services such as cash flow or budgeting, debt management, college savings or loans, Social Security optimization, smart tax planning, and pension maximization. The company also offers investment management, insurance strategies, retirement planning, and financial education. Its founder, Tom Presper, is a Chartered Life Underwriter and Chartered Financial Consultant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
198 Portage Trail Extension West, Cuyahoga Falls, OH 44223
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

LifeStages Advisory is a firm that offers its services to clients residing in Akron and its surrounding communities. It provides retirement, financial, and legacy planning, tax preparation, CPA services, and insurance solutions. It is led by John Cindia, who has prior experience as a vice president for marketing in a Fortune 500 insurance firm. LifeStages Advisory has a team that has more than 60 years of combined knowledge, service, and experience in the tax and financial industries.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3677 Embassy Parkway, Akron, OH 44333
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Jentner Wealth Management is a fiduciary investment advisory firm that serves individuals, families, trusts, businesses, and foundations in Akron and nearby communities. It offers an assortment of comprehensive financial planning options such as investments, asset allocation, insurance and risk management, tax and gifting, business succession, and education. In addition, the company handles services such as life transition, retirement, estate, and legacy. Jentner Wealth Management was established in 1984 by Bruce A. Jentner, a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3250 West Market Street, Akron, OH 44333
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

1858 Wealth Management is an independent advisory firm that has been providing services to families, individuals, and small businesses in the Akron metro and its neighboring communities since 2001. It offers financial planning, investment management, retirement planning, and estate planning. It also offers professional help with business exit and succession strategies, account beneficiaries, drafting wills and power of attorney letters, gifting assets, and philanthropic planning. 1858 Wealth Management partners with Morningstar for its research and portfolio design.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
33 Merz Boulevard, Fairlawn, OH 44333
  • Certified Financial Planner (CFP)

Why choose this provider?

Wealth Impact Advisors is an independently owned firm serving clients in Akron. It offers financial, retirement, legacy, and charitable planning services. Its advisors also work on insurance, investment, and business consulting solutions. The firm utilizes the LifePrint Process, which entails crafting a personal financial strategy for its clients and quarterly, semi-annual, and annual progress report meetings. Wealth Impact Advisors is affiliated with Charles Schwab International and Ameritrade. In addition, its team has been providing financial services since 2017.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • What credential/s should a new financial advisor working with a firm in Akron have?

    Financial advisors who will start their careers in Akron by working with an established firm should have an Investment Adviser License. This can be obtained by taking the Series 65, Uniform Investment Adviser Law Examination or the Series 7, General Securities Representative Examination together with the Series 66, Uniform Combined State Law Examination. However, the exam requirement may be waived if the financial advisor holds certain designations, such as Chartered Financial Consultant or Certified Financial Planner.

  • What are common financial scams in Akron?

    A common financial scam reported in Akron is a pyramid scheme in which fraudsters promise victims sizable profits if they can recruit new members. There were also incidents of charity scams where swindlers solicit monetary donations—usually after natural disasters—for fake charities. Another typical scenario involves phishing scams where victims receive e-mails from seemingly legitimate organizations. Once they click a link and input their personal information, their data is stolen and can be used for financial gains.

  • Who is often targeted in financial scams in Akron?

    In Akron and other parts of Ohio, the elderly are usually the victims of financial scams. Fraudsters think of this demographic as an easy target most likely because older people tend to be more trustworthy. They're also perceived as having more money and benefits, and they're not as updated with the changing technologies. This is why enlisting the services of a financial advisor, who can help safeguard retirement funds and other benefits, might be a good idea for older individuals.

  • How should one diversify their asset allocation to ensure maximum return in Akron?

    How one should allocate or diversify their assets to ensure maximum return would primarily depend on their financial profile. This includes their risk tolerance, current financial situation, financial goals, and desired timeframe. Finding the right balance between the assets they are willing to invest and the degree of risk they are willing to take is crucial. Engaging the services of a financial advisor in Akron can help as they can guide you on the best approach to achieving your objectives.

  • What factors should one consider when building their retirement fund in Akron?

    When building your retirement fund in Akron, you should take into consideration your current age, civil status, and how much you are earning at the moment. You should also look into your desired retirement age and how much you have saved already. If you work with a financial advisor, they would tell you to also consider inflation, social security benefits, and possible major life events, as well as investments and potential returns.

  • 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.