Medina, OH

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Medina, OH
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Best Financial Advisors in Medina, OH

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Medina area.

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Fresh New Focus Financial Coaching

Fresh New Focus Financial Coaching

(27)
  • Saving
  • Confident
  • Debt
“He was there to help me at a time when my marriage was falling apart and when I was having to get on a budget for the first time as a single mom in 9 years.”
Transparent Fees & Pricing
In Business Since 2021
5816 Wadsworth Rd, Medina, OH 44256
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Trustcpa

Trustcpa

(1)
“Would highly recomend”
Licensed, BBB Rating: A+
In Business Since 1994
3265 Hardwood Hollow Rd, Medina, OH
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Strickland, Nuske, Friend & Berry CPA

Strickland, Nuske, Friend & Berry CPA

(3)
“Then I switched to a person in my networking group who specialized in my area if business.”
Transparent Fees & Pricing
In Business Since 2016
Offers Financing Options
316 N Court St, Medina, OH 44256
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Oda & Company

Oda & Company

“We are a boutique firm that is big in service and value. Though we are not a huge enterprise, we are large enough to possess the resources, infrastructure and economies of scale needed to run a modern, efficient, and full-service practice. Our focus ...”
Transparent Fees & Pricing
In Business Since 2006
416 W Liberty St, Medina, OH 44256
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Dorman Legacy Advisors

Dorman Legacy Advisors

“You will not be disappointed with his financial services.”
In Business Since 2013
1093 Medina Rd suite 201, Medina, OH 44256
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Gross Investments

Gross Investments

“Gross Investments LLC (“RIA Firm”) is a registered investment adviser located in Medina, OH. Gross Investments LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requ...”
In Business Since 2020
3812 Pearl Rd Unit 20, Medina, OH 44256
Featured

There are two principles that apply to every single client that we work with.nn1. Creating financial independence is something that anyone can do. For some, it is harder than others but with the proper plan in place it can be achieved.nn2. The recommendations we make are not based upon an agenda that we push or a one size fits all approach. We arm our clients with the knowledge and tools to make financial decisions that they understand and feel confident making.nn#financialindependence #financialfreedom #entrepreneurship...

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Aspire Growth Partners

Aspire Growth Partners

“Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you're looking to grow your money over time, generate i...”
In Business Since 2020
1180 Medina Rd, Medina, OH 44256
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BDS Financial Network

BDS Financial Network

Risk Planning, TAX Planning, Investment Planning
“Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket.”
In Business Since 2013
3637 Medina Rd #110, Medina, OH 44256
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Lopresti Financial Group

Lopresti Financial Group

“No investor is infallible. Investors can feel that way during a great market year, when every decision seems to work out well. In long bull markets, investors risk becoming overconfident. The big-picture narrative of Wall Street can be forgotten, alo...”
In Business Since 2021
3745 Medina Rd Suite G, Medina, OH 44256
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Conte Co., CPA

Conte Co., CPA

(42)
Industries, Business Services, Services For Individuals
“We are a Labor Union and they file our LM-2 with the Department of Labor, complete our annual tax return and assist with payroll and any other accounting issues or questions that arise during the year.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2015
Accepts All Major Credit Cards
Serving Medina Area
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Corwin & Company, Cpas

Corwin & Company, Cpas

(1)
Strategic Business Planning, Cash Flow Management, Business Services
“They are an excellent company and I recommend them highly.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1995
Transparent Fees & Pricing
Serving Medina Area
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Petrash & Co.

Petrash & Co.

Industries, Business Services, Services For Individuals
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2007
Accepts Check, Cash, Financing available
Serving Medina Area
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Signal Tree Financial Partners

Signal Tree Financial Partners

(13)
Investment Management, Financial Planning
“After presenting 2 possible plans for retirement, Signal Tree has set us up with a way to succeed at our plan where we will be financially independent as we enter into retirement.”
Family Business
In Business Since 2020
840 Rothrock Rd, Akron, OH
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Brookside Tax & Financial Group

Brookside Tax & Financial Group

(10)
The Brookside Gives Back Fund, Strategic Alliances
“He explained on the phone that the basic State of Ohio financial POA form only covers the basics covered under state law, and that other states might have slightly different POA coverage.”
In Business Since 1994
10150 W Sprague Rd, Parma, OH
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JBM Tax

JBM Tax

(3)
Notary Services, Business Services, Services For Individuals
“Fast friendly service - nice office - got a bigger refund than I expected.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Free Initial Consultation
Serving Medina Area
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Return on Life Wealth Partners

Return on Life Wealth Partners

(1)
“Outstanding organization helping so many realize their financial goals.”
Licensed, BBB Rating: A+
In Business Since 1999
Family Business
Serving Medina Area
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Symphony Financial Services

Symphony Financial Services

(5)
Retirement Plan Services/Exec Benefits, Investment Management, Comprehensive Financial Planning
“What do I like about the business Google”
In Business Since 2001
4100 Embassy Pkwy, Akron, OH
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Auxin Group Wealth Management

Auxin Group Wealth Management

(1)
Insurance & Liability Management, Retirement Planning, Succession Planning
“Auxin group manages my family's finances and helps us stay on track to meet our future goals.”
In Business Since 2015
2923 Smith Rd UNIT 202, Akron, OH
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Daniel C. Ferencz CPA

Daniel C. Ferencz CPA

(5)
“My Father used them, he's happy.”
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
Serving Medina Area
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BIG Financial & Advisory CPA Services

BIG Financial & Advisory CPA Services

(4)
Operational, Accounting, Strategic Planning and Tax
“In an era in which most everything can be found on the internet, it is great to know that there is an individual that can deliver a service much greater than just providing information”
Accepts All Major Credit Cards
In Business Since 2006
Free Initial Consultation
Serving Medina Area
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B.A. Schrock Financial Group

B.A. Schrock Financial Group

(4)
Retirement Planning, Investment Portfolio Management, Corporate & Executive Benefits
“Professional and personable, respectful and creative financial planning and services in a comfortable and modern setting.”
In Business Since 2012
Serving Medina Area
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Oelschlager Investments

Oelschlager Investments

(1)
“Performance is amazing compared to benchmarks and response from their team makes me feel like I'm their most important client every time we interact.”
In Business Since 2019
4040 Embassy Pkwy Suite 320, Akron, OH
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Valued Capital Advisors

Valued Capital Advisors

My Statements, Affiliated Offices, SEI Account Access
“Our team has focused specifically on the investment, retirement and wealth preservation needs of families and individuals like yourself. The genesis of our company came from evaluating what we really do. First and foremost we provide advice that's no...”
In Business Since 2013
Serving Medina Area
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Stacey A. Zahoranski, Wealth Advisor

Stacey A. Zahoranski, Wealth Advisor

(3)
Institutions, Individuals
“The office is on the second floor of Pilgrim Square, but there is a stair glider for those who need it.”
In Business Since 2021
2295 W Market St Suite E, Akron, OH
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Retirement Planning and Investment Management Services in Medina, OH Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 545 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 545 cost profiles.

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