Top 20 Financial Services Companies in Akron

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Below is the list of Top 20 Financial Services Companies in Akron ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Akron

1. Firstmerit Bank

Industry: Financial Services

Location: Akron, Ohio

Website: firstmerit.com

Company Founded: 1845

Company Size: 1001-5000

Firstmerit Bank Contact Details

Name Title LinkedIn Phone Email
Michael Kramer Vice President Relationship Manager
Michael Kramer Vice President Relationship Manager
Michael Kramer Vice President Relationship Manager
Jenel Carothers Avp, Branch Manager
Jenel Carothers Avp, Branch Manager
Jenel Carothers Avp, Branch Manager
Joe Leadley Mortgage Loan Officer
Requires/Intent and 158 more Employees
Marketing Services
Risk Assessment & Mitigation
API Integration For FinTech
and more

2. Sequoia Financial Group

Industry: Financial Services

Location: Akron, Ohio

Website: sequoia-financial.com

Company Founded: 1991

Company Size: 51-200

Company Address: 3500 Embassy Parkway, Akron, Ohio, United States

Sequoia Financial Group Contact Details

Name Title LinkedIn Phone Email
Matthew Pullar Vice President
Matthew Pullar Vice President
Matthew Pullar Vice President
Sara Gans Senior Associate, Private Client Services At Sequoia Financial Group
Sara Gans Senior Associate, Private Client Services At Sequoia Financial Group
Al Kantra Senior Vice President, Private Client Services
Al Kantra Senior Vice President, Private Client Services
Requires/Intent and 1 more Employees
Hedge Fund & Private Equity Consulting
Automation & Workflow Optimization
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
Cybersecurity & Data Protection
and more

3. Segmint

Industry: Financial Services

Location: Akron, Ohio

Website: segmint.com

Company Founded: 2007

Company Size: 11-50

Company Address: 365 Water Street, Akron, Ohio, United States

Segmint Contact Details

Name Title LinkedIn Phone Email
Krista Smith Marketing Manager
Krista Smith Marketing Manager
Krista Smith Marketing Manager
Joy Rogers Client Success Manager
Joy Rogers Client Success Manager
Joy Rogers Client Success Manager
Dirk Dorony Data Analytics Manager
Requires/Intent and 4 more Employees
Online Advertising & SEO
Asset Management
and more

4. Valmark Securities

Industry: Financial Services

Location: Akron, Ohio

Website: valmarkfg.com

Company Founded: 1963

Company Size: 51-200

Company Address: 130 Springside Drive, Akron, Ohio, United States

Valmark Securities Contact Details

Name Title LinkedIn Phone Email
Michael Michlitsch Vice President, Inforce Insurance Solutions
Neil Petkovic Legal Counsel
Neil Petkovic Legal Counsel
Neil Petkovic Legal Counsel
Neriah Olson New Business Specialist
Jamie Hochmuth New Business And Concierge Specialist
Penny Thomas New Business Specialist
Requires/Intent and 3 more Employees
Performance Tracking & KPI Analytics
Branding & Public Relations
Banking & Payment Processing
and more

5. True Wealth Design

Industry: Financial Services

Location: Akron, Ohio

Website: truewealthdesign.com

Company Founded: 2005

Company Size: 1-10

Company Address: 700 Ghent Road, Akron, Ohio, United States

True Wealth Design Contact Details

Name Title LinkedIn Phone Email
Leandra Schindler Wealth Analyst
Leandra Schindler Wealth Analyst
Leandra Schindler Wealth Analyst
Requires/Intent
Mergers & Acquisitions Advisory
Document Management & E-signature Solutions
Treasury & Cash Flow Management
Data Analytics & Business Intelligence
and more

6. Oak Associates Funds

Industry: Financial Services

Location: Akron, Ohio

Website: oakfunds.com

Company Founded: 1985

Company Size: 11-50

Company Address: 3875 Embassy Parkway, Akron, Ohio, United States

Oak Associates Funds Contact Details

Name Title LinkedIn Phone Email
Stephanie Patterson Director Of Client Services
Stephanie Patterson Director Of Client Services
Stephanie Patterson Director Of Client Services
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

7. Trinity Pension Consultants

Industry: Financial Services

Location: Akron, Ohio

Website: trinitypension.com

Company Founded: 2006

Company Size: 11-50

Company Address: 202 Montrose West Avenue, Akron, Ohio, United States

Trinity Pension Consultants Contact Details

Name Title LinkedIn Phone Email
Julie Yocum Regional Vice President-retirement Plan Sales
Katie Miskell Defined Benefit Relationship Manager
Mei Corwin Relationship Manager
Julie Costello Senior Manager, Defined Contribution Services
Requires/Intent
Sales & Lead Generation Strategy
Loan Origination & Servicing Platforms
Mergers & Acquisitions Advisory
Branding & Public Relations
and more

8. Valmark Securities

Industry: Financial Services

Location: Akron, Ohio

Website: valmarksecurities.com

Company Founded: 1963

Company Size: 11-50

Company Address: 130 Springside Drive, Akron, Ohio, United States

Valmark Securities Contact Details

Name Title LinkedIn Phone Email
Clayton Knoke Analyst, Policy Management
Lauren Ballantine Director, Underwriting
Arroh Clark Executive Assistant
Arroh Clark Executive Assistant
Arroh Clark Executive Assistant
Laurie Olson Inforce Specialist
Penny Thomas New Business Specialist
Requires/Intent
Technology Consulting
Branding & Public Relations
and more

9. 21st Century Financial

Industry: Financial Services

Location: Akron, Ohio

Website: xxifinancial.com

Company Founded: 1996

Company Size: 51-200

Company Address: 130 Springside Drive, Akron, Ohio, United States

21st Century Financial Contact Details

Name Title LinkedIn Phone Email
Madison Escareno Director Of First Impressions
Madison Escareno Director Of First Impressions
Madison Escareno Director Of First Impressions
Greg Osterland Director Of Advisor Development And Financial Strategist
Greg Osterland Director Of Advisor Development And Financial Strategist
Greg Osterland Director Of Advisor Development And Financial Strategist
Allen Ekman Owner
Requires/Intent and 3 more Employees
Investment Advisory
Insurance & Underwriting Services
Omnichannel Customer Support
HR & Talent Acquisition
and more

10. Central Federal Bank

Industry: Financial Services

Location: Akron, Ohio

Company Size: 1-10

Company Address: 53 North Cleveland Massillon Road, Akron, Ohio, United States

Central Federal Bank Contact Details

Name Title LinkedIn Phone Email
James Frauenberg Board Member
Requires/Intent
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
Mortgage & Loan Processing
and more

11. Edgetech Analytics, Llc

Industry: Financial Services

Location: Akron, Ohio

Website: edgetechanalytics.com

Company Size: 1-10

Company Address: 4040 Embassy Parkway, Akron, Ohio, United States

Edgetech Analytics, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Amabeli Computer Programmer
Matthew Amabeli Computer Programmer
Matthew Amabeli Computer Programmer
Requires/Intent
Risk Management & Compliance
Document Management & E-signature Solutions
and more

12. Wells Trecaso Financial Group

Industry: Financial Services

Location: Akron, Ohio

Website: wellstrecaso.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3560 West Market Street, Akron, Ohio, United States

Wells Trecaso Financial Group Contact Details

Name Title LinkedIn Phone Email
Christopher Walters Managing Director
Christopher Walters Managing Director
Christopher Walters Managing Director
Requires/Intent
Tax Planning & Strategy
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
Asset Management
Mortgage & Loan Processing
and more

13. Egi Financial, Inc.

Industry: Financial Services

Location: Akron, Ohio

Website: egifinancial.com

Company Founded: 1992

Company Size: 11-50

Company Address: 655 West Market Street, Akron, Ohio, United States

Egi Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Prescott Financial Advisor And Stockbroker
Michael Prescott Financial Advisor And Stockbroker
Michael Prescott Financial Advisor And Stockbroker
Requires/Intent
Performance Tracking & KPI Analytics
Mergers & Acquisitions Advisory
Treasury & Cash Flow Management
Portfolio Management
AI-powered Financial Insights
and more

14. Total Office, Inc.

Industry: Financial Services

Location: Akron, Ohio

Website: totaloffice.cc

Company Founded: 1992

Company Size: 1-10

Company Address: P/o Box 3983, Akron, Ohio, United States

Total Office, Inc. Contact Details

Name Title LinkedIn Phone Email
Mikayla Kullman Marketing Assistant
Mikayla Kullman Marketing Assistant
Requires/Intent
Customer Relationship Management (CRM)
Accounting Services
ESG & Sustainable Finance Consulting
Risk Management & Compliance
Automation & Workflow Optimization
and more

15. Tops Supermarket

Industry: Financial Services

Location: Akron, Ohio

Company Size: 1-10

Company Address: 360 East Waterloo Road, Akron, Ohio, United States

Tops Supermarket Contact Details

Name Title LinkedIn Phone Email
Erika Gale Cashier
Requires/Intent
Accounting Services
Insurance & Underwriting Services
AI-powered Financial Insights
and more

16. Summit Federal Credit Union

Industry: Financial Services

Location: Akron, Ohio

Website: summitfcu.com

Company Founded: 1951

Company Size: 11-50

Company Address: 100 Wheeler Street, Akron, Ohio, United States

Summit Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Heather Dehollander Bank Teller
Requires/Intent
Financial Planning & Retirement Solutions
Online Advertising & SEO
Legal Compliance & Advisory
Corporate Finance Strategy
and more

17. K Investment Corp

Industry: Financial Services

Location: Akron, Ohio

Company Size: 1-10

Company Address: 1546 Merrill Avenue, Akron, Ohio, United States

K Investment Corp Contact Details

Name Title LinkedIn Phone Email
Randy Klinginsmith Owner
Requires/Intent
Cloud Computing Solutions
Financial Forecasting & Modeling
Risk Management & Compliance
and more

18. Symphony Financial Services-securties Offered Through Lpl Financial Finra/sipc Member

Industry: Financial Services

Location: Akron, Ohio

Website: symphony-financial.com

Company Founded: 2001

Company Size: 1-10

Company Address: 4100 Embassy Parkway, Akron, Ohio, United States

Symphony Financial Services-securties Offered Through Lpl Financial Finra/sipc Member Contact Details

Name Title LinkedIn Phone Email
Linda Powell Office Manager
Lisa Campbell Assistant
Requires/Intent
Marketing Services
Insurance & Underwriting Services
and more

19. Pawn Brokers Of America

Industry: Financial Services

Location: Akron, Ohio

Company Size: 1-10

Company Address: 720 North Main Street, Akron, Ohio, United States

Pawn Brokers Of America Contact Details

Name Title LinkedIn Phone Email
Italo Imprime Manager
Requires/Intent
Blockchain & Cryptocurrency Solutions
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
ERP For Financial Institutions
and more

20. Dk Dental Laboratory Inc

Industry: Financial Services

Location: Akron, Ohio

Website: dkdentallab.com

Company Size: 1-10

Company Address: 2360 Copley Road, Akron, Ohio, United States

Dk Dental Laboratory Inc Contact Details

Name Title LinkedIn Phone Email
Christopher Mccarley Manager
Requires/Intent
Legal Compliance & Advisory
Financial Forecasting & Modeling
Customer Relationship Management (CRM)
Securities Trading & Brokerage
Mobile App Development For Financial Services
and more
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Akron Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Kramer Firstmerit Bank Vice President Relationship Manager
2 Michael Kramer Firstmerit Bank Vice President Relationship Manager
3 Michael Kramer Firstmerit Bank Vice President Relationship Manager
4 Jenel Carothers Firstmerit Bank Avp, Branch Manager
5 Jenel Carothers Firstmerit Bank Avp, Branch Manager
6 Jenel Carothers Firstmerit Bank Avp, Branch Manager
7 Joe Leadley Firstmerit Bank Mortgage Loan Officer
8 Matthew Pullar Sequoia Financial Group Vice President
9 Matthew Pullar Sequoia Financial Group Vice President
10 Matthew Pullar Sequoia Financial Group Vice President
11 Sara Gans Sequoia Financial Group Senior Associate, Private Client Services At Sequoia Financial Group
12 Sara Gans Sequoia Financial Group Senior Associate, Private Client Services At Sequoia Financial Group
13 Al Kantra Sequoia Financial Group Senior Vice President, Private Client Services
14 Al Kantra Sequoia Financial Group Senior Vice President, Private Client Services
15 Krista Smith Segmint Marketing Manager
16 Krista Smith Segmint Marketing Manager
17 Krista Smith Segmint Marketing Manager
18 Joy Rogers Segmint Client Success Manager
19 Joy Rogers Segmint Client Success Manager
20 Joy Rogers Segmint Client Success Manager
21 Dirk Dorony Segmint Data Analytics Manager
22 Michael Michlitsch Valmark Securities Vice President, Inforce Insurance Solutions
23 Neil Petkovic Valmark Securities Legal Counsel
24 Neil Petkovic Valmark Securities Legal Counsel
25 Neil Petkovic Valmark Securities Legal Counsel
26 Neriah Olson Valmark Securities New Business Specialist
27 Jamie Hochmuth Valmark Securities New Business And Concierge Specialist
28 Penny Thomas Valmark Securities New Business Specialist
29 Leandra Schindler True Wealth Design Wealth Analyst
30 Leandra Schindler True Wealth Design Wealth Analyst
31 Leandra Schindler True Wealth Design Wealth Analyst
32 Stephanie Patterson Oak Associates Funds Director Of Client Services
33 Stephanie Patterson Oak Associates Funds Director Of Client Services
34 Stephanie Patterson Oak Associates Funds Director Of Client Services
35 Julie Yocum Trinity Pension Consultants Regional Vice President-retirement Plan Sales
36 Katie Miskell Trinity Pension Consultants Defined Benefit Relationship Manager
37 Mei Corwin Trinity Pension Consultants Relationship Manager
38 Julie Costello Trinity Pension Consultants Senior Manager, Defined Contribution Services
39 Clayton Knoke Valmark Securities Analyst, Policy Management
40 Lauren Ballantine Valmark Securities Director, Underwriting

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