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Find Retirement Advisors for Retirement Planning in Cuyahoga Falls, Ohio

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Cuyahoga Falls, Ohio

Last Updated - March 21, 2024

Cuyahoga Falls has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Cuyahoga Falls, Ohio have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Cuyahoga Falls, Ohio

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Kevin Kroskey
MBA, CFP®
True Wealth Design, LLC

Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Retirement Planning, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Based

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James Evans
CFP®, QPA®, QKA®, ChSNC®
TTG Financial Inc

Qualifications
CRD# 1598919
Firm CRD# 129004

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Flat Fee, Based on Assets

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Jonathan Kesselman
JD, CFP®, CDFA®
Kesselman Wealth Management

Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Jeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group

Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 1 Retirement Planning firms in Cuyahoga Falls, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DBK FINANCIAL COUNSEL, LLC
198 W. Portage Trail Ext., Ste. 105
Cuyahoga Falls, OH, 44223
$116,574,0821632
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Cuyahoga Falls, Ohio

QualificationsFirm CRD# 170688

Assets Under Management $116,574,082

No. Of Clients163

Clients Per Financial Advisor82

DBK FINANCIAL COUNSEL, LLC is a financial advisory firm situated in Cuyahoga Falls, Ohio. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
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