Best Financial Advisors in Akron

2021

We scored 59 Financial Advisors in Akron, OH and Picked the Top 12

Here are the Picks:

Why These Financial Advisors?

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

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1% for $300,000 annually

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

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.

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3677 Embassy Parkway
Akron, OH 44333

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(866) 536-8637 Website

Certified Financial Planner (CFP)

Kinkelaar & Associates is an independent fiduciary firm that serves families, couples, individuals, and small businesses in Akron and the surrounding communities. It offers financial life planning services and investment advice. The company’s founding principal, Mary Deshong Kinkelaar, is a Certified Financial Planner with more than 15 years of industry experience in financial planning. She is a member of the Financial Planning Association, Garrett Planning Network, and Society for Human Resource Management.

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520 South Main Street
Akron, OH 44311

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(800) 716-0674 Website

Estate Planning
Certified Financial Planner (CFP)

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.

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198 Portage Trail Extension West
Cuyahoga Falls, OH 44223

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(330) 929-4644 Website

Certified Financial Planner (CFP)

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.

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1611 Akron Peninsula Road
Akron, OH 44313

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(330) 475-8575 Website

Insurance Products
Retirement Planning

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.

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441 Wolf Ledges Parkway
Akron, OH 44311

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(330) 253-6000 Website

Certified Financial Planner (CFP)

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.

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275 Springside Drive
Akron, OH 44333

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(800) 344-7285 Website

Estate Planning
Insurance Products

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.

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4100 Embassy Parkway
Akron, OH 44333

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(330) 434-2000 Website