3 Best Financial Services in Akron, OH

“Jerome A. Rieke has a successful career as a financial advisor at Edward Jones, using his expertise to help 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 dedicated to supporting clients through life's changes, offering guidance and assistance along the way. Their team is ready to help you achieve your goals. Contact them to make an appointment.”

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“Sequoia Financial Group has a financial consultants who works together to prioritize needs. They value their clients and work hard to earn and keep your trust. 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 helps, whether you're an individual or business owner, take control of your financial future. They work with you to set and achieve your financial goals and dreams, always aiming to be your most trusted advisor.”

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“Symphony Financial Services, Inc., is an independent Financial planning firm. 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. Using the latest planning software, they create clear, easy-to-follow plans that focus on both short-term and long-term goals. They are well-trained and passionate about helping clients. Their teamwork and expertise allow them to understand your needs and provide valuable insights. They prioritize transparency, always putting themselves in your shoes. Clients trust them because of their long-term relationships. They are committed to being accessible, responsive, and following up on your financial progress.”

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