WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Akron, Ohio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Akron, Ohio | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Kevin Kroskey CFP®, MBA True Wealth Design, LLC |
700 Ghent Road, Suite 100, Akron, OH 44333 |
330-777-0688 |
| Jeffrey A. Bogart 76784 Jeffrey A Bogart Investment Advisor DBA Sila Wealth Advisory |
6690 Beta Dr #201, Mayfield Village, OH 44143 |
216-292-8700 |
Qualifications
CRD# 5288710
FirmCRD# 143194
Series 65
Office Location
700 Ghent Road, Suite 100,
Akron,
OH 44333
Phone Number
330-777-0688
Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.
We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.
Qualifications
CRD# 2049796
FirmCRD# 36451
Series 6, 65
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
6690 Beta Dr #201,
Mayfield Village,
OH 44143
Phone Number
216-292-8700
Hi I'm Jeff Bogart, Registered Investment Advisor and owner of Sila Wealth Advisory, I have over 25 years of experience helping professionals and families with retirement income planning, social security options, wealth preservation and financial planning. My #1 commitment and priority is helping you preserve your lifestyle and not run out of money during your retirement years. I live in Cleveland Hts. Ohio with my beautiful wife Antje, our Belgian Shepard Sammi and our cat Jerry.
Sila Wealth Advisory works with people between the ages of 50 to 80 years old and we specialize in planning and saving for your retirement years. Our goal is to help you preserve your lifestyle, do not run out of money and leave money to your heirs and the charities which are important to you. Our clients were not born rich, they worked and saved hard all their lives to obtain their wealth.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
