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Financial Planners in Green, OH: 2026 rankings

62 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Green: The Affinity Group, RFA Score 78/100; 5.0★ from 213 Google reviews.

  2. 18

    Most-reviewed: Stark Federal Credit Union, 56 Google reviews at 3.4★, the most of 62 ranked after The Affinity Group; ranked #18.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

62 Green financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 62 rated firms.

Top 10 financial planners in Green at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Green at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1The Affinity Group785.0★ (213)Canton, 7 mi awayTop score
2Integrated Wealth Management755.0★ (50)Green—
3Hyland Wealth Management755.0★ (45)Akron, 1 mi away—
4Lee Hyder and Associates715.0★ (42)Akron, 12 mi away—
5Mutual of Omaha Mortgage715.0★ (22)North Canton, 7 mi away—
6Northwestern Mutual704.8★ (20)Canton, 8 mi away—
7Zoyhofski Financial Services, LLC694.9★ (14)Canton, 8 mi away—
8Ramsey Financial Group695.0★ (22)Canton, 14 mi away—
9Signal Tree Financial Partners, LLC695.0★ (21)Akron, 15 mi away—
10Upper Room Solutions694.9★ (19)Cuyahoga Falls, 13 mi away—

All 62 financial planners in Green, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Green

    #1 The Affinity Group

    Based in Canton, 7 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 213 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 213 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4481 Munson St NW #302, Canton, OH 44718
    View profile for The Affinity Group(330) 526-8412

  6. #6 Northwestern Mutual

    Based in Canton, 8 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    4726 Hills and Dales Rd NW #201, Canton, OH 44708
    View profile for Northwestern Mutual(330) 492-9700

  10. #10 Upper Room Solutions

    Based in Cuyahoga Falls, 13 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    127 Portage Trail 2nd Floor, Cuyahoga Falls, OH 44221
    View profile for Upper Room Solutions(330) 260-1647

  11. #11 Lazor Agency

    Based in Medina, 24 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  13. #13 Dynamic Trend

    Based in Akron, 4 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    689 W Turkeyfoot Lake Rd, Akron, OH 44319
    View profile for Dynamic Trend(330) 645-0800

  17. #17 Chosen 1 Consulting LLC

    Based in Canton, 11 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–9 PM · Sat 10 AM–5 PM · Sun closed
    Address
    1124 McKinley Ave NW, Canton, OH 44703
    View profile for Chosen 1 Consulting LLC(330) 267-7745

  19. #19 Golden Reserve

    Based in Canton, 7 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    4481 Munson St NW Suite 301, Canton, OH 44718
    View profile for Golden Reserve(330) 595-1163

  21. #21 Fidelity Investments

    Based in Copley, 15 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.1★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3750 W Market St Unit a, Fairlawn, OH 44333
    View profile for Fidelity Investments(800) 476-4735

  22. #22 Sirak Financial Services

    Based in Canton, 7 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    The sirak Building, 4700 Dressler Rd NW, Canton, OH 44718
    View profile for Sirak Financial Services(330) 493-3211

  24. #24 Golden Reserve

    Based in Akron, 16 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    302 N Cleveland Massillon Rd, Akron, OH 44333
    View profile for Golden Reserve(330) 779-1198

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 62 ranked financial planners here; the rest are on their profiles.

financial planners in Green, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Myers Capital Advisors664.8★ (21)23 mi
27Fitting Tax & Financial665.0★ (4)9 mi
28Dennis Liddle & Hugh McMichael - Raymond James665.0★ (4)8 mi
29Wrought Iron Financial LLC665.0★ (3)7 mi
30Sanor Wealth Group - Raymond James664.6★ (9)14 mi
31NewMarket Financial Advisors665.0★ (3)7 mi
32Seaman Retirement Planning665.0★ (3)8 mi
33Statz & Associates General Agency665.0★ (18)25 mi
34Legacy Investment Group, LLC664.7★ (3)8 mi
35Encore Financial655.0★ (6)15 mi
36Sequoia Financial Group655.0★ (7)16 mi
37Bankers Life653.9★ (11)15 mi
38B.A. Schrock Financial Group655.0★ (5)14 mi
39Symphony Financial Services, Inc.654.2★ (9)16 mi
40Drummond Financial Solutions652.0★ (3)6 mi
41Kinkelaar & Associates653.3★ (4)9 mi
42Impel Wealth Management654.8★ (4)13 mi
43Ramsier Financial Services644.6★ (9)20 mi
44True Wealth Design644.2★ (5)16 mi
45Phil Ciarrochi Investments645.0★ (3)14 mi
46Prelude Financial, LLC645.0★ (3)14 mi
47Steven Shields - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (7)22 mi
48Akron, OH Branch Office - UBS Financial Services Inc.634.7★ (3)16 mi
49Momentum Wealth Partners635.0★ (3)16 mi
50Baird Private Wealth Management635.0★ (3)16 mi

Also serving Green

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Green
BusinessGoogle ratingDistance
Andrews Advisors5.0★ (2)In Green
Capital Securities-America Inc1.0★ (1)In Green
Daniel Kohler - Prudential FinancialIn Green
David Graves - Prudential FinancialIn Green
Douglas Dawes - Prudential FinancialIn Green
Edward Jones - Financial Advisor: Maria LyonsIn Green
Edward Jones - Financial Advisor: Patrick Helderman, CFP®|CEPA®|AAMS®5.0★ (1)In Green
Edward Jones - Financial Advisor: Tom Marchese, CFP®|AAMS®5.0★ (2)In Green
Foster Sharrock & Co5.0★ (1)In Green
Gary Deramo - Prudential FinancialIn Green
Genel Nichols - Prudential FinancialIn Green
Hubert Swann - Prudential FinancialIn Green
John Champlin - Prudential FinancialIn Green
Mark Young - Prudential FinancialIn Green
Michael Bryan - Prudential FinancialIn Green
Michael Nichols - Prudential FinancialIn Green
Noah Hargrove - Prudential FinancialIn Green
Paul Bernier: Six Point Financial PartnersIn Green
Reverence Planning LLCIn Green
Slates Financial ServicesIn Green

How we ranked Green financial planners

We scored 62 Green financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Green data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Green: frequently asked questions

Which financial planner has the highest RFA Score in Green?

By RFA Score, the highest-ranked financial planner in Green, OH is The Affinity Group with an RFA Score of 78/100. It has 5.0★ from 213 Google reviews. Integrated Wealth Management (#2) and Hyland Wealth Management (#3) follow. We ranked 62 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Green?

RankedFinancialAdvisors ranks 62 financial planners serving Green, OH. 1 of them is based in Green; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Green work on weekends?

3 of 62 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Chosen 1 Consulting LLC (#17) and Stark Federal Credit Union (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Green financial planners have?

The median Google rating among 62 rated financial planners in Green is 5.0★, with a median of 7 reviews. The Affinity Group has the most, 213 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Green count in this ranking?

Yes, if they are within 25 mi of the Green city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Green ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Green a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Green

  1. November 2026: RFA Scores recalculated for 62 financial planners serving Green.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Green pages