Investment services in Akron, OH

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term visionso you can move forward with clarity and confidence. Lets Plan for More together.

W3 Financial Group is an experienced, full-service financial planning and Accounting firm, headquarters located in Akron, Ohio. W3 has been helping people prepare for and successfully retire for over 30 years.When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether youre seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy.

Jeffrey Lathrop is a Licensed Financial Representative with Primerica serving AKRON and its surrounding areas.