Bologna Insurance Agency, Inc

Trinity Pension Consultants Inc is a leading retirement plan consulting firm based in Copley, OH. They offer a comprehensive range of financial advisory services, retirement plan solutions, and continuing education programs for CPA colleagues. With a dedicated support team and a wide array of resources, Trinity Pension Consultants Inc is committed to helping individuals and businesses navigate the complexities of retirement planning and maximize their financial potential. As an industry leader in the retirement plan space, Trinity Pension Consultants Inc provides personalized guidance and expertise to plan sponsors, offering fiduciary service offerings, compliance support, and access to a learning center. With a team of experienced professionals, including regional vice presidents, retirement sales leads, and actuaries, Trinity Pension Consultants Inc is dedicated to delivering exceptional service and helping clients achieve their retirement goals.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Akron is here for you, serving the southern region of Northeast Ohio, including areas of Medina, North Canton and Cuyahoga Falls. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Staats Rizor Financial Group, a part of UBS Financial Services Inc., is dedicated to providing personalized financial strategies tailored to meet the unique needs of individuals and families. Founded in 2001, the team emphasizes building long-term relationships through a commitment to quality client service and integrity. With a combined experience of over 40 years in the financial services industry, the team, led by seasoned advisors David P. Staats and Donna Rizor, focuses on helping clients navigate financial uncertainties and achieve their retirement goals. Their expertise includes wealth management, investment strategies, and support during critical life events, ensuring clients can live their financial lives on their own terms. Generated from the website