Symphony Financial Services, Inc. is a financial advisor in Akron. The firm is an 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. In addition, they are committed to a high level of accessibility, responsiveness, and follow-through in interacting with customers on their financial progress.
3 Best Financial Services in Akron, OH
Expert recommended 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.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Sequoia Financial Advisors, LLC is a financial service located in Akron. They focus on planning, enthusiasm, and passionate client service. They are an integrated, combined firm that uses personal communication and the most delinquent technology to provide clients with a seamless and pleasant experience. 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. Through the financial planning process, they prepare your financial plan and work with you to address your particular objectives. Their planning team also supports their relationship managers and their ongoing planning-based relationships.
Specialty:
Contact:
Working Hours:
Fri: 8:30 - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
SEQUOIA FINANCIAL ADVISORS, LLC REVIEWS
As a retired Banking and Finance Instructor, I was pleasantly surprised at Sequoia Financial Group’s complimentary and updated financial literacy materials. I found them helpful and informative. Their staff was friendly, courteous and helpful, very proactive in sharing their educational resources, even with someone who wasn’t a client. I would definitely return to them for advice and assistance in the future.
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!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Kinkelaar & Associates is an independent, Fee-Only financial planning and Registered Investment Advisor in Akron. Mary Kinkelaar founded Kinkelaar & Associates with an emphasis on investment and insurance product sales rather than customized and holistic financial life planning. 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. In addition, 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. They also provide services in Ohio, Chicago and Illinois.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.