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Find Retirement Advisors for Retirement Planning in Uniontown, 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 Uniontown, Ohio
Last Updated - April 19, 2024Uniontown has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Uniontown, Ohio have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Uniontown, Ohio
VERIFIEDJames 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
VERIFIEDJonathan 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
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Uniontown, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. 3500 Massillon Road, Suite 250 Uniontown, OH, 44685 | $146,290,241 | 451 | 4 | A Percentage of AUM |
| 2 | INTEGRATED WEALTH MANAGEMENT, INC. 1790 Town Park Blvd., Suite K Uniontown, OH, 44685 | $128,526,921 | 752 | 8 | A Percentage of AUM, Fixed Fees, Other (THIRD PARTY ADVISORY FEES) |
Information on Top Retirement Planning firms in Uniontown, Ohio
QualificationsFirm CRD# 136583
Assets Under Management $146,290,241
No. Of Clients451
Clients Per Financial Advisor113
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is a financial advisory firm situated in Uniontown, Ohio. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 141092
Assets Under Management $128,526,921
No. Of Clients752
Clients Per Financial Advisor94
INTEGRATED WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Uniontown, Ohio. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 752 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.