KELLY PARISO
3333 Massillon Road, Suite 110, Akron, OH 44312
Since 1999
AMERIPRISE FINANCIAL SERVICES, INC. - Estate Planning and Retirement Income Strategies, Wealth Management, Family Finances, Tax Planning, Retirement Plan Distribution & Investments
Specializes in retirement planning strategies. They offer comprehensive financial advice and a broad range of solutions
TBR® Inspection Report
CREATIVE RETIREMENT PLANNING, LLC
411 Wolf Ledges Parkway, Suite #304, Akron, OH 44311
Since 2003
Retirement Accounts, Business, Tax and Estate Planning, Social Security benefits, long-term care, life insurance, annuities, 401(k) rollovers, IRA accounts, Establishing IRA accounts (Roth or Traditional), Contributions, Rollovers & Roth conversions
Expertise in retirement planning and wealth enhancement. Complimentary consultation available. They can help you protect your principal, increase your monthly income, and reduce your taxes at the same time
TBR® Inspection Report
SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway, Suite 100, Akron, OH 44333
Since 2001
Investment Management, 401(K) Services, Life Insurance, Business Succession Plans, Estate Planning, Non-Qualified Deferred Compensation, Equities, Alternative Investments, Fixed Income, Mutual Funds & Other Intricate Investments
Provides each customer with a customized portfolio and plan, clients know they have a centralized source of trusted advice. Focuses on investment solutions. Their teamwork and specialization allow them to leverage expertise and experience to bring true perspective to your needs