How can I find an insurance broker near Canton, Ohio?

Mployer lets you search for Canton, Ohio-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Canton, Ohio paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Canton, Ohio area?

It can feel overwhelming to sift through the many brokers in the Canton, Ohio area. It's why Mployer provides a free comprehensive list of all Canton, Ohio insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Canton, Ohio?

Insurance brokers, agents, and consultants in Canton, Ohio all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Canton, Ohio based insurance brokers and consultants.

Should I hire an independent Canton, Ohio insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Canton, Ohio. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Canton, Ohio area will have familiarity to the Canton, Ohio healthcare systems and insurance plans. This gives Canton, Ohio insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Canton, Ohio?

It can feel overwhelming to sift through the many brokers in the Canton, Ohio area. That is why Mployer provides a free comprehensive list of all Canton, Ohio insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Canton, Ohio-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Canton, Ohio based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Canton, Ohio do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Canton, Ohio brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Canton, Ohio-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Canton, Ohio-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Canton, Ohio

Advisors near Canton, Ohio

Showing 1 - 12 of 47 results

ENZA FINANCIAL, LLC

Independence, Ohio

Enza Financial, LLC, a small investment advisory firm located in Independence, OH, is dedicated to providing comprehensive financial solutions to a diverse client base. With over 60 individual clients and an impressive $110,790,000 in assets under management, Enza Financial has established itself as a trusted partner in managing clients' wealth. Based in a single office, the firm caters to a wide range of clients, offering discretionary asset management for all their assets. This approach allows Enza Financial to make informed investment decisions on behalf of their clients, tailored to their unique financial goals and risk tolerance. While less than 30% of their assets under management come from 401K and individual accounts, Enza Financial has the capability to effectively manage employer funds, further expanding their service offerings. The compensation structure of Enza Financial is diverse, including a percentage of assets under management and hourly charges, ensuring flexibility and fairness in their fee arrangements. With a total of five employees, four of whom provide investment advisory services, the firm maintains a favorable advisor-to-client ratio, allowing for personalized attention and dedicated service. Enza Financial's investment advisors average approximately $27,700,000 in assets under management per advisor, reflecting their ability to handle substantial portfolios. Seasoned advisors such as Linda Cahill, Scott Fischer, and Joseph Crea bring valuable experience and expertise to the firm, contributing to its long-standing success. Enza Financial, LLC prides itself on its commitment to delivering exceptional financial advice and strategies tailored to each client's unique circumstances. With a client-centric approach and a focus on building long-term relationships, Enza Financial strives to empower its clients to achieve their financial objectives and secure their financial future.

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SAGA PARTNERS LLC

Independence, Ohio

Saga Partners LLC, based out of Independence, OH, is a highly reputable investment advisory firm providing expert financial services to a diverse client base. With over 70 individual clients and an impressive $135,282,000 in assets under management, Saga Partners LLC has established itself as a trusted partner in wealth management. As a small firm, Saga Partners LLC prides itself on its personalized approach to investment advisory services. Their sole office in Independence, OH serves as a hub for their operations, ensuring close communication and accessibility to their valued clients. The firm's compensation structure is designed to align with their clients' best interests. It includes various types of fees, such as a percentage of assets under management and fixed fees, enabling flexibility to meet different client needs. Saga Partners LLC operates with a team of two dedicated employees, both of whom are registered advisors. Their combined expertise and commitment to providing exceptional investment advisory services have contributed to the firm's success. Each advisor handles an average of approximately $67,640,000 in assets under management, a figure that aligns with industry standards. Notably, Michael Nowacki and Joseph Frankenfield stand as two of the longest-tenured registered advisors within the firm. Their experience and knowledge serve as valuable assets, further strengthening Saga Partners LLC's ability to deliver superior financial guidance and achieve their clients' investment objectives.

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MAI CAPITAL MANAGEMENT, LLC

Cleveland, Ohio

Mai Capital Management, LLC, a prominent regional investment advisory firm headquartered in Cleveland, OH, is dedicated to delivering comprehensive financial services to its clients. With a robust team of 331 employees, including 137 investment advisors, they possess a wealth of expertise and resources to provide exceptional guidance. Each investment advisor at Mai Capital Management, LLC manages an impressive average of approximately $142,810,000 in assets under management, exceeding the industry average. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to client needs. The firm caters to a substantial client base of over 4,010 individuals, expertly managing assets totaling $15,773,427,000. Their primary focus is on high-net-worth individuals, with the majority of assets under their management belonging to this clientele segment. While 401(k) and individual accounts represent less than 30% of their assets, Mai Capital Management, LLC has the capability to efficiently handle employer funds. With an impressive 90% of assets under management falling under their discretionary management, the firm exhibits a high level of autonomy in their investment decisions. Operating regionally, Mai Capital Management, LLC maintains 21 offices across the country. The firm takes pride in its longest tenured advisors, including Matthew Eiben, Leah Detwiler, and John Ciancibello, who contribute their extensive experience to the company's success. Through their unwavering dedication, Mai Capital Management, LLC strives to provide exemplary investment advisory services and comprehensive financial solutions, fostering long-term relationships with their valued clients.

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VANTAGE FINANCIAL GROUP, INC.

Cleveland, Ohio

Vantage Financial Group, Inc. is a premier investment advisory firm based out of Cleveland, Ohio. With 59 dedicated employees, including a team of 20 experienced investment advisors, they have established themselves as a trusted partner in the financial industry. The firm boasts an impressive average of approximately $243,260,000 in assets under management per investment advisor, surpassing the industry standard. Vantage Financial Group, Inc. distinguishes itself by offering a diverse compensation structure that includes a percentage of assets under management, ensuring alignment with their clients' interests. Their comprehensive services cater to a wide range of individual clients, with over 1,670 individuals entrusting them with their assets, totaling more than $629,953,000 under management. Notably, Vantage Financial Group, Inc. has garnered substantial expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their total assets under management. This proficiency in the retirement space showcases their commitment to assisting clients in securing their financial future. In addition to investment advisory services, Vantage Financial Group, Inc. extends its capabilities as an insurance broker or agent, offering comprehensive coverage options to further safeguard their clients' financial well-being. Operating from six offices across Cleveland, Vantage Financial Group, Inc. ensures convenient accessibility for their clientele. The firm takes pride in its team of seasoned advisors, including industry veterans James Henyey, Michael Cleary, and Kemper Arnold, whose extensive experience adds tremendous value to the services provided. With a solid track record of managing 79% of their assets under management on a discretionary basis, Vantage Financial Group, Inc. continues to serve as a trusted advisor and a cornerstone of financial success for their clients.

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LINDAHL & MANSAGER INC

Fairlawn, Ohio

Lindahl & Mansager Inc is a reputable investment advisory firm located in Fairlawn, Ohio. With a strong track record and a commitment to excellence, they have successfully built a portfolio of over 220 individual clients, managing assets worth an impressive $161,312,000. As a small firm with one office, Lindahl & Mansager Inc provides personalized and attentive service to their clients. They specialize in offering accounting services, catering to a diverse range of needs in this field. Notably, they have extensive experience managing employer 401Ks and individual assets, making them well-versed in this particular space. All of the assets managed by Lindahl & Mansager Inc are discretionary, ensuring that clients have complete trust and confidence in the firm's investment decisions. The majority of their clientele comprises high net worth individuals, highlighting their ability to handle substantial wealth portfolios effectively. The compensation structure at Lindahl & Mansager Inc includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment success. With a total of three dedicated employees, each providing investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor at Lindahl & Mansager Inc manages approximately $53,770,000 in assets, which is consistent with industry standards. Lindahl & Mansager Inc takes pride in its long-standing team of advisors, including Norman Lindahl, Douglas Mansager, and Laura Lindahl, who bring a wealth of experience and expertise to the firm. With their proven strategies and personalized approach, Lindahl & Mansager Inc continues to provide exceptional financial management services to their clients.

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INVESTMENT PARTNERS LTD

New Philadelphia, Ohio

Investment Partners Ltd is a leading investment advisory firm headquartered in New Philadelphia, OH, with five branch offices strategically located to serve clients efficiently. With a dedicated team of 19 professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Out of their talented staff, 11 individuals are solely focused on delivering personalized investment advice, ensuring that each client receives the highest level of attention and expertise. With an impressive average of approximately $215,470,000 in assets under management per investment advisor, Investment Partners Ltd surpasses the industry average, reflecting their ability to attract and retain high-value clients. Their compensation structure is designed to align the interests of the firm with their clients' goals, including performance-based fees that motivate the team to achieve exceptional investment outcomes. With over 710 individual clients, Investment Partners Ltd manages a substantial portfolio of over $580,186,000 in assets under management. Although 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to effectively handle employer funds. Notably, 99% of the assets under their management are discretionary, enabling Investment Partners Ltd to execute investment strategies on behalf of their clients with the necessary agility and autonomy. By leveraging their local presence, industry expertise, and commitment to personalized service, Investment Partners Ltd continues to build lasting partnerships with clients seeking expert investment advisory services in New Philadelphia and beyond.

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BEACON FINANCIAL GROUP, INC.

Aurora, Ohio

Beacon Financial Group, Inc. is a highly regarded local investment advisory firm headquartered in Aurora, OH. With a single office location, they have established a strong presence in the area. The firm boasts a dedicated team of eight employees, all of whom specialize in providing top-notch investment advisory services to their esteemed clientele. With an average of $70,470,000 in assets under management per investment advisor, Beacon Financial Group, Inc. remains on par with the industry average, reflecting their expertise and ability to deliver reliable financial guidance. The company's compensation structure is designed to cater to diverse client needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts constitute less than 30% of their assets under management, Beacon Financial Group, Inc. possesses the necessary expertise and capacity to effectively manage employer funds. A significant portion of the assets they manage, precisely 71%, is under discretionary management, enabling clients to entrust their investments with confidence. In addition to their investment advisory services, Beacon Financial Group, Inc. extends their offerings as a registered representative of a broker-dealer, as well as an insurance broker or agent. Their comprehensive approach ensures that clients receive comprehensive financial solutions tailored to their unique requirements. The firm proudly serves a diverse client base, comprising over 170 individual clients with a total of $563,738,000 in assets under management. Notably, Beacon Financial Group, Inc. is home to experienced and tenured advisors such as Brent Besinger, Janet Bauer, and Heather Pollack, who have consistently demonstrated their commitment to client success.

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BEESE FULMER PRIVATE WEALTH MANAGEMENT

Canton, Ohio

Beese Fulmer Private Wealth Management, headquartered in Canton, OH, is a highly regarded investment advisory firm with a team of 5 dedicated professionals. With a focus on providing exceptional services, they specialize in managing high net worth individuals' assets. Each investment advisor at Beese Fulmer Private Wealth Management boasts an impressive average of $430,590,000 in assets under management, surpassing industry standards. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures that their clients receive tailored financial guidance aligned with their unique goals and interests. With over 200 individual clients and assets under management totaling more than $1,159,005,000, Beese Fulmer Private Wealth Management has built a solid reputation for delivering effective wealth management solutions. While the firm predominantly manages assets for high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts account for less than 30% of their managed assets. Beese Fulmer Private Wealth Management prides itself on offering discretionary management for all the assets they handle. With their local presence and a single office in Canton, OH, the firm has established strong roots in the community. Notably, the company boasts a team of highly experienced advisors, including Ryan Fulmer, Nicholas Perini, and Dennis Fulmer, who have contributed significantly to its success over the years.

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REED FINANCIAL SERVICES, INC.

Cleveland, Ohio

Reed Financial Services, Inc. is a leading investment advisory firm based out of Cleveland, OH. With over 250 individual clients and an impressive $271,330,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Reed Financial Services, Inc. operates from two offices and offers a wide range of services, including insurance brokerage. With a strong focus on employer 401Ks and individual portfolios, Reed Financial Services, Inc. boasts extensive expertise in this space. All of the assets they manage are discretionary, providing clients with a hands-off investment approach. The firm specializes in serving high-net-worth individuals, who comprise the majority of their managed assets. Reed Financial Services, Inc. utilizes a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This adaptability ensures that clients receive personalized and suitable financial solutions tailored to their specific needs. With a dedicated team of 12 experienced professionals, all of whom provide investment advisory services, Reed Financial Services, Inc. maintains a high standard of expertise and client service. The firm's investment advisors average approximately $22,610,000 in assets under management, showcasing their ability to handle substantial portfolios. Evan Watson, Amanda Lisachenko, and James Reed are among the firm's longest-tenured advisors, demonstrating their commitment to building lasting relationships with clients. Reed Financial Services, Inc. is dedicated to helping clients achieve their financial goals through comprehensive investment strategies and exceptional guidance.

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PLANNED FINANCIAL SERVICES

Cleveland, Ohio

Planned Financial Services, headquartered in Cleveland, OH, is a reputable local investment advisory firm that caters to a diverse clientele. With over 230 individual clients, they oversee an impressive $352,375,000 in assets under management, highlighting their expertise in wealth management and financial planning. As a trusted partner in financial matters, Planned Financial Services distinguishes itself by offering comprehensive solutions tailored to meet their clients' specific needs. While the firm's focus extends beyond 401K and individual accounts, they possess the necessary expertise to effectively manage employer funds. An impressive 84% of the assets they manage are under their discretion, ensuring a hands-on and personalized approach. Planned Financial Services' compensation structure offers flexibility and choice to their clients. They provide various options, including a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. This diversified approach demonstrates their commitment to accommodating clients' preferences and aligning their interests. The firm employs a team of 11 dedicated professionals, with five of them specializing in providing investment advisory services. With an average of approximately $70,470,000 in assets under management per investment advisor, Planned Financial Services maintains an industry-average level of efficiency and attention to detail. Notably, several of the firm's advisors boast extensive tenures and expertise. Chelsea Hussey, Danielle Lechard, and Yuanyuan Yang are among the longest-serving professionals at Planned Financial Services, further exemplifying their commitment to client satisfaction and the cultivation of long-term relationships. In summary, Planned Financial Services is a well-established investment advisory firm with a strong presence in Cleveland, OH. Their focus on personalized solutions, diverse compensation options, and experienced team sets them apart in the financial services industry, ensuring that clients receive expert guidance in achieving their financial goals.

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PLANNED FINANCIAL SERVICES

Cleveland, Ohio

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FINANCIAL MANAGEMENT STRATEGIES, INC.

Broadview Hts., Ohio

Financial Management Strategies, Inc. is a prominent investment advisory firm located in Broadview Hts., OH, boasting a strong presence with eight offices. With a dedicated team of 34 employees, 23 of whom specialize in providing expert investment advisory services, the firm is well-equipped to assist clients in achieving their financial goals. Each investment advisor at Financial Management Strategies, Inc. handles an average of approximately $22,710,000 in assets under management, showcasing their expertise in managing substantial portfolios. The firm's compensation structure is designed to accommodate diverse client needs and preferences. They offer various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility in meeting client requirements. While the management of 401K and individual accounts represents a portion of their assets under management, Financial Management Strategies, Inc. possesses the capabilities to effectively handle employer funds as well. With an impressive 81% of the assets they manage being discretionary, Financial Management Strategies, Inc. demonstrates their ability to make informed investment decisions on behalf of their clients. Serving a substantial client base of over 940 individuals, the firm oversees a staggering $522,311,000 in assets under management, further solidifying their reputation as a trusted partner in wealth management. Among the firm's notable strengths are their experienced advisors, including Charles Elliott, Anant Jain, and Geoffrey Novack, who have been with the company for an extended period. Their expertise and commitment to client success contribute to Financial Management Strategies, Inc.'s status as a reliable and respected presence in the financial services industry.

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BEACON FINANCIAL ADVISORY LLC

Cleveland, Ohio

Beacon Financial Advisory LLC, based out of Cleveland, OH, is a highly reputable and client-focused investment advisory firm. With over 940 individual clients and an impressive $554,417,000 in assets under management, Beacon Financial Advisory LLC has established itself as a trusted partner in wealth management. As a local firm, Beacon Financial Advisory LLC operates out of six offices, strategically positioned to serve their diverse clientele. Their extensive experience in managing employer 401Ks and individual investments has solidified their expertise in this field. In fact, approximately half of their assets under management are derived from these sources. With a notable 89% of assets managed on a discretionary basis, Beacon Financial Advisory LLC demonstrates their ability to make informed investment decisions and tailor strategies to meet clients' specific financial goals. The firm's compensation structure is designed to offer flexibility and fairness to their clients. They offer multiple options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that align with their preferences and needs. With a team of 25 dedicated employees, 17 of whom specialize in providing investment advisory services, Beacon Financial Advisory LLC offers a personalized approach to wealth management. Their advisors boast an impressive average of $32,610,000 in assets under management per investment advisor. The firm takes pride in their experienced and committed team, including long-tenured advisors such as David Taucher, Spencer Dieck, and Karyn Pistone, who contribute to the company's strong reputation and success in guiding clients towards financial prosperity.

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