GILTNER & ASSOCIATES

Our planning services will put you in control of your financial future with a clear, thorough roadmap. Our experienced team utilizes best-in-class financial planning software to assure we are providing you with the most accurate and impactful recommendations possible. Insurance, investments, retirement planning, and everything in between are addressed as we guide your family from year-to-year... Generational planning can sometimes feel like a monumental task, but that's where we help. Designing solutions for complex and large estates, often in conjunction with your other trusted advisors (attorneys and accountants) is where we excel. Charitable giving, estate liquidity for tax planning, and the quality of legacy to children and grandchildren are often key concerns our clients bring to us for a resolution... We believe what sets our organization apart is knowledge and service. We offer a straightforward approach to building financial strategies focused around you, your schedule, your..

Primary location: Akron United States