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.
Best Financial Services in Akron
Handpicked Top 3 Financial Services in Akron, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
SYMPHONY FINANCIAL SERVICES, INC. REVIEWS
Portfolio Advisor, Craig, goes above and beyond to make sure the client’s investment objectives are met. He has definitely distinguished himself from the herd regarding investment recommendations. A real asset to the profession.
Great response time & and very service friendly. Excellent office with a fun environment.
Good customer service, really enjoyed working with Craig.
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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.
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SEQUOIA FINANCIAL ADVISORS, LLC REVIEWS
From advising to management to outcome, we have found the professional team at Sequoia Financial Group to rise above so many other companies that we researched to be our wealth manager. Every member of the team treated us with integrity, sensitivity to our personal needs, and confidence in the management plan. Our valued investment experience with Sequoia Financial Group has been exceptional. We are so grateful that we made this important choice.
Sequoia is more than a group that manages its clients hard earned savings. They are a group of people that are humble and share common values. They truly put the clients goals and needs first. I am very grateful to work with such an amazing team of people. Thank you to the Sequoia team for all you do regardless of the amount someone has trusted you to manage.
Sequoia is a great company that will meet and surpass your financial needs. From the Advisers to the CEO, you’d be hard pressed to find a more compassionate and caring group of individuals to look after your savings and retirement needs!
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Kinkelaar & Associates is an independent, Fee-Only financial planning and Registered Investment Advisor with offices in Akron, Ohio, and Chicago, Illinois. 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. They have layout strategies and recommendations to improve your situation. They offer coaching and periodic review services on an hourly or project basis, depending on their client's needs.
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KINKELAAR & ASSOCIATES REVIEWS
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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