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State DirectoryInvestment Securities in Montrose, OH
1. Oak Associates Ltd.
3875 Embassy Pkwy Ste 250, Akron, OH 44333
From Business: Founded in 1985, Oak Associates, Ltd. is an independent equity investment manager. The firm provides growth portfolios to national endowments, public pension plans, private…
2. Robert W Baird & Co
3875 Embassy Pkwy Ste 300, Akron, OH 44333
4. Symphony Financial Services, Inc
4100 Embassy Pkwy, Akron, OH 44333
5. Stenroos Jeffrey J CEBS CFP
525 N Cleveland Massillon Rd, Akron, OH 44333
From Business: We are a small firm with a complete suite of large firm tools and resources which permit us to deliver competitive and world class services to our clients while still retaining…
11. Edward Jones - Financial Advisor: Maria C Pace
1000 S Cleveland Massillon Rd, Fairlawn, OH 44333
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
12. Fidelity Investments
3750 W Market St Unit A, Fairlawn, OH 44333
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
Wheelchair accessible13. Edward Jones - Financial Advisor: Chad A Immel
270 S Cleveland Massillon Rd Ste B, Fairlawn, OH 44333
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
14. Edelman Financial Engines
202 Montrose West Ave Ste 350, Copley, OH 44321
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
15. Zhang & Associates - Ameriprise Financial Services
3250 W Market St Ste 300, Fairlawn, OH 44333
From Business: At Zhang & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
16. Edward Jones - Financial Advisor: Gina A Betti
822 Kumho Dr Ste 102, Fairlawn, OH 44333
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
17. Revisor
2650 W Market St, Fairlawn, OH 44333
From Business: Revisor is a financial firm aiming to empower advisors with a modern wealth management platform. This platform streamlines tasks and enhances client experiences, allowing…
21. LRJ Wealth Management
2650 W Market St, Fairlawn, OH 44333
