3 Best Financial Services in Akron, OH

Here’s The Deal:
Jerome A. Rieke has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He graduated from the Olin School of Business at Washington University in St. Louis and started a career with Edward Jones, confident in his plan to become an investment banker who could show big companies how to multiply big dollars. In 2001, he became an Edward Jones financial advisor and holds the CPWA® designation. Edward Jones specializes in investment management, prioritizing exceptional customer service. The firm works closely with your accountant, attorney, and other trusted professionals to create strategies that use everyone's expertise. Their financial advisors are committed to supporting clients throughout their lives, offering guidance and help as situations change. Their team is ready to help you reach your goals, and it all starts with a conversation. Give them a call soon.

Here’s The Deal:
Sequoia Financial Group is one of the best financial consultants in Akron, OH. Tom Haught is the firm's president and chief executive officer. As president, CEO, and founder of the group, his goal from the very beginning has been to structure the firm in a way that allows a unique team-based approach to financial planning services and client relationships. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and holds Series 65-NASAA Investment Advisors, Series 7, 24, 53, and 63 licenses. The team at Sequoia Financial Group offers a way for you, as an individual or business owner, to take control of your financial future. They work alongside you to create and achieve your financial goals, objectives, and dreams. They relentlessly strive to be your most trusted advisor. They are passionate about providing the highest technical expertise within a friendly, down-to-earth, compassionate environment. Their salaried professionals work as a team and focus on what is best for you. Their clients are their greatest asset, and they work tirelessly to earn and retain your trust and business. 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.

Here’s The Deal:
Symphony Financial Services, Inc., is an independent Financial planner in Akron, OH. John Y. Kim is the president of the firm. He holds Series 6 & 7-General Securities Representative registrations, Series 24 General Securities Principal, and Series 63 & 65-Equivalent. The Symphony Financial Services, Inc. team believes financial planning should be a simple process. Utilizing the latest planning software, they seek to give clients a concise and easy-to-follow plan that focuses on both near-term goals while helping them reach their long-term objectives. They are professionally educated and passionate about helping their clients. Their teamwork and specialization allow them to leverage expertise and experience to bring true perspective to your needs. They are committed to the highest levels of transparency and always put themselves in your shoes. Their clients have confidence that comes from a long-term relationship. They are committed to a high level of accessibility, responsiveness, and follow-through in interacting with customers on their financial progress.