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      Details

      Established in Year 2005

      General Info

      Brookshire Wealth Managment was founded nearly a decade ago based upon the belief that exceptional financial services require freedom from the corporate influences present at most traditional investment firms and financial institutions. Our rapidly growing list of clients have come to expect the excellence and unbiased guidance that is characteristic of an ongoing relationship with an experienced financial advisor.

      HoursCLOSED NOW
      Martin Luther King Day:
      2024/01/15Closed
      New Year's Day:
      2024/01/01Closed
      Thanksgiving Day:
      2024/11/28Closed
      Independence Day:
      2024/07/04Closed
      Memorial Day:
      2024/05/27Closed
      Presidents' Day (Washington's Birthday):
      2024/02/19Closed
      Columbus Day:
      2024/10/14Closed
      Christmas Day:
      2024/12/25Closed
      Regular Hours:
      Mon - Fri
      Sat - SunClosed
      Labor Day:
      2024/09/02Closed
      Veterans Day:
      2024/11/11Closed

      Contact Info

      Phone:

      Main - 330-453-3991

      Address:
      4450 Belden Village St NW Canton, OH 44718
      Email:

      Link:

      http://brookshirewealth.com

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      Categories
      Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services
      Services / Products
      We serve individuals and businesses in all areas of investment planning, including: • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. • Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists. • Estate planning* - Working with estate-planning and trust specialists available through affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. • Risk management - Reviewing existing insurance policies. • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
      Payment Options
      cash, amex, discover, master card, visa
      Location
      Belden Village Tower
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.