OH · Medina

Fiduciary advisors in Medina, OH

2 advisors with offices in Medina. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Medina

LoPresti Financial Group

Medina, Ohio

LoPresti Financial Group, based in Medina, Ohio, provides financial planning and investment management services as a fiduciary under Trek Financial LLC, an SEC-registered investment advisor. The firm emphasizes in-person client relationships and operates independently, meaning advisors are not subject to sales quotas that could conflict with client interests. Anthony J. LoPresti serves as Vice President, and the firm works with both local and national clients, backed by a supporting compliance and operations team.

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Pinnacle Advisors

Medina, Ohio

Investment Management Retirement Planning Wealth Management

Pinnacle Advisors is an investment advisory firm in Medina, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Medina, Ohio

Advisors serving Medina specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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