Directory for financial advisors and representatives

REFINE:

Expertise

Certifications

Languages

Last Name

Showing 15 advisor(s) and rep(s)

John Adams

CLU®, ChFC®, CASL®, RICP®, CFP®

As a Wealth Management Advisor, John began his career in 1988. Since then, he has been one of the top advisors in the company with the assistance of his five person team. He currently resides in Hudson with his family.Visit my website

Expertise: Financial Planning, Wealth Management, Fee-Based Financial Planning, Retirement Planning, Retirement Income Planning, Private Client Services, Business Continuation Planning, Business Succession Planning, Disability Income Planning, Life Insurance Planning, Investment Strategies, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Brian Aikens

CFP®, CLTC®

Brian Aikens' mission is to help motivate and awaken leaders to enrich their legacy and live in the moment.Visit my website

Expertise: Wealth Management, Retirement Planning, Financial Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Mariah AndrewsVisit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Business Risk Management, Retirement Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Mark Barnes

CLTC®

My mission is to help individuals, executives, & business owners make long range decisions regarding their estate needs, educational funding, and retirement solutions while always looking out for their best interests.Visit my website

Expertise: Estate Planning, Retirement Planning

Languages: English

Location: Findlay OH, 45840

FINRA BrokerCheck
Patrick Furey

CLU®, RICP®, CLTC®

Patrick is married to his wife, Stephanie, and they have two children, Kelsey and Mitchell. Stephanie is employed by Hospice of the Western Reserve. The family resides in Medina, Ohio.Visit my website

Expertise: Retirement Income Planning, Financial Planning, Business Valuation Planning, Business Succession Planning, Employee and Executive Benefits Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Michael KelleyVisit my website

Expertise: Financial Planning, Retirement Planning, Disability Income Planning, Investment Strategies, Life Insurance Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Gordon Reeder

MBA, CLU®, ChFC®, CASL®

Visit my website

Expertise: Financial Planning, Business Continuation Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck
Zack SchlundAs a veteran and financial representative, my goal along with my team is to provide personalized strategies that simplify financial complexities and help you take control of your financial future. Whether you’re transitioning, planning for retirement, or working to protect your family’s future. Specialties Include: Military Families, Young Families, Blue CollarVisit my website

Expertise: Life Insurance Planning, Financial Planning, Business Risk Management, Business Succession Planning, Estate Planning, Retirement Planning, Education Funding, Disability Income Planning

Languages: English

Location: Akron OH, 44333

FINRA BrokerCheck

Get to know our leadership.