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Advisors near 44406

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Cody D

Series 63, Series 65

Canfield, OH

Dye Family Office

General tax planning General estate planning guidance Wealth management
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Scott D

Series 63, Series 65

Canfield, OH

Scott S. Duko, Registered Investment Advisor, Ltd.

General retirement planning College savings (529s, UTMA, etc.)
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Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Jeffrey Z

CFP®, Series 63

Salem, OH

Zimmerman Capital Management

General retirement planning General tax planning Wealth management Passive / index investing
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Shane C

Series 65

Leetonia, OH

Broker One

Family Business Charitable giving & philanthropy Cash flow / budgeting
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Samuel F

CFP®

Canfield, OH

SSB Managed Wealth, LLC

Annuities Wealth management
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Sean T

Series 65

Youngstown, OH

Masdevallia LLC

Options & derivatives strategies Passive / index investing Real estate investing Life insurance needs analysis
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Jackie D

Series 65

Poland, OH

Total Financial Management, LLC

General retirement planning Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired Educators, Teachers, and Academics
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Stephen D

CFP®, Series 65

Canfield, OH

Gem-Young Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Annuities Real estate investing
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Howard M

Series 63, Series 65

Boardman, OH

Adviser Alliance, LLC

Wealth management
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