Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®

Columbus, Ohio

Peak Retirement Planning, Inc. is an investment advisory firm in Columbus, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 311 Google reviews.

Chagrin Falls, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chagrin Falls, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Akron, Ohio

Lee Hyder and Associates is an investment advisory firm in Akron, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Bucyrus, Ohio

McConnell Wealth Management, LLC, based in Bucyrus, Ohio, offers investment management and wealth management services delivered on a one-on-one basis. The firm works with clients to develop investment strategies aligned with individual risk tolerance, time horizons, and financial goals, with an emphasis on transparency and ongoing communication. Brian McConnell, the principal advisor, takes a proactive approach to help clients address financial objectives and anticipate evolving needs over time.