Millennial Group

Specialties

Retirement Planning

Annual or Semi-​annual Investment Reviews

Wealth Planning

Trust Services

Tax Planning

Estate Planning

Risk Management Planning

Fee-​based Investment Portfolios

Individual Retirement Accounts

401(k) Plans /​Qualified Retirement Plans

Mutual Funds and ETFs

Annuities

529 Qualified Tuition Plans

Life, Long-​term care, and Disability insurance

History

Established in 1997.

With offices in Akron, Canton, and Stow, serving clients from throughout northeast Ohio, Millennial Group specializes in Investment Portfolio Management, Retirement Planning, and Estate Planning. What sets us apart from other financial planning firms is that when you ask, «What is a financial advisor?» Our certified financial planners answer, «Someone who makes your money work for you – in exactly the way you want it to.» One size NEVER fits all, so we never rely on templates or try to force our clients into cookie-​cutter plans. We design a customized plan for every client – one that reflects your dreams and passions and is achievable given your resources.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/​SIPC. Cetera is under separate ownership from any other entity.

Meet the Business Owner

Jesse H.

Business Owner

Jesse specializes in providing financial planning services to corporate and sales executives, medical professionals and retirees. He is knowledgeable in the areas of investment portfolio management, retirement planning and estate planning.

Jesse is a member of the Financial Planning Association and served as President of the Northeast Ohio Chapter. He is listed in Who’s Who for Executives and Professionals. Jesse is also a Qualified Kingdom Advisor™ with the Kingdom Advisors Network*.

(Securities and advisory services offered through Cetera Advisors LLC, member FINRA/​SIPC. Cetera is under separate ownership from any other entity.

*Kingdom Advisors Networks is not affiliated with Cetera Advisors LLC.)