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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Youngstown
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
12
non-vetted advisors in your local area. These financial advisors in
Youngstown, Ohio
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Youngstown, Ohio
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Youngstown, Ohio.
| Qualified Financial Advisors in Youngstown, Ohio | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Kevin Kroskey
MBA, CFP® TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100, Akron, OH 44333 |
15 | Not Specified | $250,000 | Not Specified |
Qualifications
CRD# 5288710
Firm CRD# 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.
Advisory Services Provided:
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Top Financial Advisor Firms in Youngstown, Ohio (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| THE J. ARNOLD WEALTH MANAGEMENT CO., LLC
8040 Market Street, Youngstown, OH 44512 |
$244,534,453 | 1787 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bradley A Handel Inquire with Bradley |
940 Windham Ct, Ste 8, Youngstown, OH 44512 | 330-729-0173 |
| Douglas J Vaclav Inquire with Douglas |
7010 South Ave, Ste 1A, Youngstown, OH 44512 | 330-965-6370 |
| Darin Hasson Inquire with Darin |
965 Windham Ct, Ste 5, Youngstown, OH 44512 | 330-729-1096 |
| Kyle D Vaclav Inquire with Kyle |
7010 South Ave, Ste 1A, Youngstown, OH 44512 | 330-965-6370 |
| Martin Financial Services Inquire with Martin |
1399 E Western Reserve Rd, Youngstown, OH 44514 | 330-314-6345 |
| JanJanin Financial Group Inquire with JanJanin |
1045 Tiffany South, Suite 1, Youngstown, OH 44514 | 330-953-3043 |
| William R. Pintaric & Associates Inquire with William |
4407 Belmont Ave, Youngstown, OH 44505 | 330-707-4135 |
| Deanna Rossi Inquire with Deanna |
47 Central Square, Unit 1201, Youngstown, OH 44503 | 330-967-0456 |
| Philip Bova Inquire with Philip |
965 Windham Ct, Ste 5, Youngstown, OH 44512 | 330-729-1096 |
| Thomas W Titus Inquire with Thomas |
970 Windham Ct, Ste 1A, Youngstown, OH 44512 | 330-333-7643 |
Grow your AUM with pre-qualified leads!
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