Best Financial Services in Akron, OH

Handpicked Top 3 Financial Services in Akron, OH. How do we actually find the most highly rated financial service? Our 50-Point Inspection includes everything from checking reputation, history, complaints, local reviews, nearness, satisfaction, trust and cost to the general excellence. That's not all... businesses do not pay us to list them. You deserve only the best!


411 Wolf Ledges Parkway, Suite #304, Akron, OH 44311

Since 2005

Retirement Planning, Estate Planning, Insurance, Tax Planning, 401(k) Rollovers, IRA Accounts, Establish IRA Accounts, Rollovers & Roth Conversions

Areas of expertise include Income Planning, Tax Reduction, Estate Planning & Preservation of Assets

Mon - Fri 9:00 am - 5:30 pm

They provide objective, unbiased advice through the retirement planning process to meet retirement goals and dreams.
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150 Springside Drive, Suite B-245, Akron, OH 44333

Since 2004

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

With offices in Akron, Ohio and Chicago, Illinois - Specializes in providing Financial Planning and daily Money Management services

By Appointment

I was alone after a long marriage, and knew nothing about finance. Mary helped me with EVERYTHING on a fee-only basis. She is honest and brilliant and I recommend her without hesitation. I wanted to add that several years later, Mary has remained a constant source of financial information and help to me. She takes care of ALL my money questions, tax returns, investing, long term care options, insuring my retirement is a happy stress-free one, and that my end-of-life options are correct.
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655 West Market Street, Akron, OH 44303

Since 1992

Personal Financial Planning, Business Financial Planning, Retirement Planning, Retirement Income Strategies, College Savings, 529 Accounts, Basic Estate Planning, Annuities, Bonds, Life Insurance, Money Management, Trust Services, Asset Management, Portfolio Analysis & Fixed Income Strategies

Provides Investment Advisory services to individuals, small businesses, retirement plans, trusts, estates & charitable organizations

Mon - Fri 8:00 am - 5:00 pm

Working with EGI Financial has been a fantastic experience. They provide investment advice through money management services.
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