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