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State DirectoryInvestments in Montrose, OH
2. 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…
3. Jentner Wealth Management
3677 Embassy Pkwy, Akron, OH 44333
"Fee-only, professional, and comprehensive. They put the client first. They are very knowledgeable about many areas of wealth management and investment management."
4. CenTrust Wealth Management, Inc.
3200 W Market St, Fairlawn, OH 44333
From Business: From the inception of my practice-now dating back some 40 plus years-I've had the extraordinary privilege and pleasure of watching many of my clients go from one of life's…
5. True Wealth Design
700 Ghent Rd Ste 100, Fairlawn, OH 44333
From Business: Our goal is simple: Help our clients live better lives with help from smarter financial planning. With our uncommon and deep expertise in retirement, tax, and investment…
6. Robert W Baird & Co
3875 Embassy Pkwy Ste 300, Akron, OH 44333
7. Symphony Financial Services, Inc
4100 Embassy Pkwy, Akron, OH 44333
9. 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…
10. 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…
11. 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…
12. Scottrade - Online Trading & Stock
3265 W Market St Ste 712, Fairlawn, OH 44333
From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions. -- Akron stock,…
13. 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…
22. 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 accessible23. 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…
24. Fifth Third Bank & ATM
3640 W Market St, Fairlawn, OH 44333
From Business: Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company had $144 billion in assets and operated 1,191 full-service…
25. Annie Zhang - Private Wealth Advisor, Ameriprise Financial Services
3250 W Market St Ste 300, Fairlawn, OH 44333
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Bdo Usa Llp
275 Springside Dr, Akron, OH 44333
From Business: Established in 1968, SS&G Healthcare Services is a part of SS&G Financial Services. It provides a variety of health care management services, including billing and collections,…
27. Fuller, Eric
4000 Embassy Pkwy, Akron, OH 44333
From Business: Welcome to Merrill Lynch in Akron, OH. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
28. Zhang, Annie, MBA
3250 W Market St, Fairlawn, OH 44333
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
29. 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…
30. Campbell, Harmony F
3009 Smith Rd, Fairlawn, OH 44333
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…