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Showing 1 - 12 of 19 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
1-24 employees
Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.
Retirement Benefits Rank
Top Benefits
SEQUOIA FINANCIAL GROUP, LLC
SEQUOIA FINANCIAL GROUP, LLC
Akron, Ohio
100-499 employees
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Competitive
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
25-49 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Market Laggard
CHLEBINA CAPITAL, LLC
CHLEBINA CAPITAL, LLC
Akron, Ohio
1-24 employees
CHLEBINA CAPITAL, LLC is a company based out of 843 N. CLEVELAND-MASSILLON ROAD, AKRON, Ohio, United States.
Retirement Benefits Rank
Top Benefits
INVESTMENT PARTNERS, LTD
INVESTMENT PARTNERS, LTD
New Philadelphia, Ohio
1-24 employees
Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.
Retirement Benefits Rank
Market Laggard
ELSASS FINANCIAL GROUP, INC.
ELSASS FINANCIAL GROUP, INC.
Wadsworth, Ohio
1-24 employees
Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the future take a back seat.Elsass Financial Group works a little differently.Our first step is to truly understand our clients’ needs and build a comprehensive financial plan designed to meet those needs through investments, savings plans, and an adaptable framework. The plans we design are unbiased, objective, and always in the clients’ best interest. We pride ourselves on being independent advisors that answer only to the client.Our fee-based structure allows the client and financial advisor to work in concert to help achieve goals and dreams. Fee-based means that our compensation is derived from a percentage of assets or a flat rate. We believe it is fairer, more objective, and more transparent than a traditional commission-based relationship.Lastly, our goal is to provide a service that endures multiple generations. At the core of this service is our client-focused service model. We are always striving to exceed our clients’ expectations through continued learning, quality recommendations, and truly caring about them and their families’ needs.
Retirement Benefits Rank
Market Competitive
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BEESE FULMER INVESTMENT MANAGEMENT
BEESE FULMER INVESTMENT MANAGEMENT
Canton, Ohio
1-24 employees
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.
Retirement Benefits Rank
Market Laggard
YOUNG AND ASSOCIATES, INC.
YOUNG AND ASSOCIATES, INC.
Kent, Ohio
25-49 employees
Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.
Retirement Benefits Rank
Market Laggard
THE JENTNER CORPORATION
THE JENTNER CORPORATION
Akron, Ohio
1-24 employees
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.
Retirement Benefits Rank
Market Leading
MOSAIC FINANCIAL GROUP
MOSAIC FINANCIAL GROUP
Mount Vernon, Ohio
1-24 employees
We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.
Retirement Benefits Rank
Market Leading
EDGETECH ANALYTICS, LLC
EDGETECH ANALYTICS, LLC
Akron, Ohio
1-24 employees
Retirement Benefits Rank
Market Laggard
PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, Ohio
1-24 employees
Presper Financial Architects is an independent, full-service financial planning firm with locations in Akron and Canton.The team provides retirement planning, wealth management, insurance and estate planning. Clients enjoy regular investment and financial planning reviews.
Retirement Benefits Rank
Market Leading