KELLY PARISO
972 East Turkeyfoot Lake Road, Akron, OH 44312 Directions
Since 1999
Here’s The Deal:
"Kelly Pariso has been a financial advisor with Ameriprise Financial Services, Inc. The firm specializes in retirement planning strategies. They offer comprehensive financial advice and a broad range of solutions. They can help you feel confident, connected, and always in control of your financial life. Ameriprise Financial Services takes the time to understand what’s important to you and give personalized guidance.
SPECIALITY:
AMERIPRISE FINANCIAL SERVICES, INC. - Family Finances, Tax Planning, Wealth Management, Estate Planning and Retirement Income Strategies, Retirement Plan Distribution & Investments
TBR® Inspection Report:
CREATIVE RETIREMENT PLANNING, LLC
411 Wolf Ledges Parkway, Suite #304, Akron, OH 44311 Directions
Since 2003
Here’s The Deal:
"Creative Retirement Planning, LLC provides objective, unbiased advice as they guide you through the planning process to help you pursue your dreams. Ronald Tetley is the co-founder and president of the firm. Their team of professionals can shine a light on all your financial concerns. They are expertise in retirement planning and wealth enhancement. They help you protect your principal, increase your monthly income, and reduce your taxes at the same time. CRP offers structured settlements for both attorneys and their customers. They give a complimentary consultation.
SPECIALITY:
Business, Tax and Estate Planning, Social Security Benefits, Long-Term Care, Life Insurance, Annuities, 401(k) Rollovers, IRA Accounts, Retirement Accounts, Establishing IRA Accounts (Roth or Traditional), Contributions, Rollovers & Roth Conversions
TBR® Inspection Report:
SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway, Suite 100, Akron, OH 44333 Directions
Since 2001
Here’s The Deal:
"Symphony Financial Services, Inc. is an Akron based company. They serve a group of individuals, business owners, families, and institutions. Their teamwork and specialization allow them to leverage expertise to bring the right perspective to your requirements. They focus on investment solutions. The company gives every client with a customized portfolio and plan, and customers know they have a centralized source of trusted guidance. They are committed to a high level of accessibility, responsiveness, and follow-through in interacting with customers on their financial progress.
SPECIALITY:
Investment Management, 401(K) Services, Estate Planning, Non-Qualified Deferred Compensation, Equities, Life Insurance, Business Succession Plans, Alternative Investments, Fixed Income, Mutual Funds & Other Intricate Investments