Whitaker-Myers Wealth Managers
Mansfield, United States (US) · Finance and Banking
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#retirement planning
#roth ira
#401(k) rollover
#traditional ira
#mutual funds
#social security
#smartvestor pro
#financial planning
#non retirement investment accounts
#etfs
Whitaker-Myers Wealth Managers is a trusted, independent Registered Investment Advisor RIA serving individuals, families, and business owners across Ohio, Florida, and beyond.Since 1869, we’ve built a reputation for providing comprehensive wealth management strategies, combining personalized financial planning with expert investment management and proactive tax planning.
Overview
Since 1869, we’ve built a reputation for providing comprehensive wealth management strategies, combining personalized financial planning with expert investment management and proactive tax planning. Our team of experienced professionals – including CFP® professionals and tax advisors – works closely with clients to develop tailored solutions aligned with their unique goals and values.
We offer a full suite of services, including retirement planning, investment management utilizing evidence-based portfolios, tax optimization, estate and legacy planning, and specialized solutions for business owners. We are proud to be recognized among the most trusted advisory firms, consistently named to AdvisorHub’s Advisors to Watch.
At Whitaker-Myers, we’re dedicated to helping you steward your wealth wisely and achieve lasting financial security.
Contact Details
Mansfield, United States (US), 1485 Lexington Ave
+7
Founded
1869
Company Type
Private Limited Company
Employees
20-30
Categories
Keywords
#retirement planning
#roth ira
#401(k) rollover
#traditional ira
#mutual funds
#social security
#smartvestor pro
#financial planning
#non retirement investment accounts
#etfs
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