SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway, Suite 100, Akron, OH 44333 DIRECTIONS
Since 2001
Here’s The Deal:
Symphony Financial Services, Inc. is an Akron-based independent team of disciplined investment professionals providing multi-dimensional wealth management. They serve a select group of individuals, families, business owners, and institutions both locally and around the country. Their vast capabilities and team approach allow them to be a single point of contact that offers sound advice and professional strategies. They focus on investment solutions. The company gives every client a customized portfolio and plan, and customers know they have a centralized source of trusted guidance. They believe their dedicated and highly professional staff allows their clients to feel at ease knowing they have a centralized source of trusted advice. They are committed to a high level of accessibility, responsiveness, and follow-through in interacting with customers on their financial progress.
SPECIALTY:
Investment Management, 401(K) Services, Estate Planning, Non-Qualified Deferred Compensation, Equities, Life Insurance, Business Succession Plans, Alternative Investments, Fixed Income, Mutual Funds & Other Intricate Investments
TBR® Inspection Report:
KINKELAAR & ASSOCIATES
520 South Main Street, Suite 2515, Akron, OH 44333 DIRECTIONS
Since 2004
Here’s The Deal:
Kinkelaar & Associates is an independent, Fee-Only financial planning and Registered Investment Advisor with offices in Akron, Ohio, and Chicago, Illinois. The firm specializes in providing financial planning and daily money management services to individuals and families on an hourly, as-needed basis. They provide financial life planning and investment advice to individuals, couples, families, and small businesses. They examine various parts of your finances and life to ensure you are on track to reach your life goals and lay out strategies and recommendations to improve your situation. They offer coaching and periodic review services on an hourly or project basis customized to your needs.
SPECIALTY:
Cash Flow Plan, Tax Planning, Savings Strategies, Healthcare Planning, Risk Management, Life Insurance, Education Funding, Charitable Gifting Strategies, Estate Plans, Stock Options, Employee Benefits, Social Security Benefits &
Caregiver Planning
TBR® Inspection Report:
KELLY PARISO
972 East Turkeyfoot Lake Road, Akron, OH 44312 DIRECTIONS
Since 1999
Here’s The Deal:
Kelly Pariso is a financial advisor at Ameriprise Financial Services, Inc. The firm specializes in retirement planning strategies. They offer comprehensive financial advice and a broad range of solutions. They can help you feel confident, connected, and always in control of your economic life. At Ameriprise, their focus is to help clients achieve their financial goals and feel confident, connected, and in control of their financial life. Ameriprise Financial Services takes the time to understand what’s important to you and give personalized guidance.
SPECIALTY:
Family Finances, Tax Planning, Wealth Management, Estate Planning and Retirement Income Strategies, Retirement Plan Distribution & Investments