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. The company gives every client a customized portfolio and plan. They serve a select group of individuals, families, business owners, and institutions 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 believe their dedicated and highly skilled 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:
SEQUOIA FINANCIAL ADVISORS, LLC
3500 Embassy Parkway, Suite 100, Akron, OH 44333 DIRECTIONS
Since 1991
Here’s The Deal:
Sequoia Financial Advisors, LLC focuses on planning, enthusiasm, and passionate client service. They are an integrated, collaborative firm that uses personal contact and the latest technology to provide a seamless and delightful experience for their clients. Their team can develop a unique, strategic plan to assist you in reaching your financial goals. Their private client services team works to provide passionate client service every step of the way. They are intuitive about balancing your capital needs with your wealth. Their planning team also supports their relationship managers and their ongoing planning-based relationships.
SPECIALTY:
Financial Independence, Estate and Wealth Transfer, Retirement Planning, Risk Management, Contingency, Business Succession & Asset Management
TBR® Inspection Report:
KINKELAAR & ASSOCIATES
520 South Main Street, Suite 2515, Akron, OH 44311 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 hourly, as-needed. 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 layout 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