Fiduciary advisors in Canton, OH

Canton, Ohio

Chosen 1 Consulting LLC, founded in 2014 by Kiona Stevens, offers financial planning and tax preparation services with a focus on debt management. The firm serves lower and middle-income households and recent graduates, emphasizing personalized attention and education around credit, investments, and tax strategy. Stevens brings over 20 years of financial experience and holds four degrees plus four professional certificates.

Canton, Ohio

CommQuest Services operates a Payee Center in Canton, Ohio that serves as a representative payee for Social Security beneficiaries who need assistance managing their finances. The center works with minor children receiving benefits, adults with mental health or developmental disabilities, and others unable to handle financial management due to illness or injury. Services include opening bank accounts, creating monthly budgets, arranging bill payments, and issuing prepaid debit cards. The Payee Center maintains office hours Mondays and Wednesdays mornings and phone availability Monday, Wednesday, and Friday afternoons.

Canton, Ohio

Compass Financial Strategies, operating in Canton, Ohio since 2010, provides financial planning services centered on aligning clients' financial decisions with their personal values and life aspirations. The firm works with individuals, families, couples, business owners, and students, offering services that include comprehensive financial planning, business exit strategies, education funding optimization, and ongoing plan management. The three-advisor team employs a process that begins with understanding client goals and values, identifies potential obstacles, and implements personalized strategies with continuous monitoring and adjustment. The firm emphasizes life planning as foundational to financial planning rather than treating financial advice as a standalone service.

Canton, Ohio

Fee-Only

JGR Financial Solutions is an investment advisory firm in Canton, Ohio. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.