Northwestern Mutual - Daniel Fogle

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.

Visit our office today located in Akron, OH. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

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