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Category: Estate Planning

An Akron Canton Financial Advisor Can Help High Net Worth Investors With Tax and Estate Planning
An Akron Canton Financial Advisor Can Help High Net Worth Investors With Tax and Estate Planning
Author: E. Michael McGervey, CFP®, CRPC®
Date: 28 Nov 2022
The Top 4 Estate Planning Milestones You Need to Know About
The Top 4 Estate Planning Milestones You Need to Know About
Author: E. Michael McGervey, CFP®, CRPC®
Date: 20 Dec 2021
How to Create an Estate Planning Checklist
How to Create an Estate Planning Checklist
Author: E. Michael McGervey, CFP®, CRPC®
Date: 3 Nov 2021
10 Expert Tips on Estate Planning In Ohio
10 Expert Tips on Estate Planning In Ohio
Author: E. Michael McGervey, CFP®, CRPC®
Date: 6 Oct 2021
How Current Tax Laws Can Impact Your Estate Planning
How Current Tax Laws Can Impact Your Estate Planning
Author: E. Michael McGervey, CFP®, CRPC®
Date: 24 Sep 2021
Ohio Estate Planning 101: What You Need to do Now
Ohio Estate Planning 101: What You Need to do Now
Author: E. Michael McGervey, CFP®, CRPC®
Date: 22 Sep 2021
How Covid-19 has Impacted Estate Planning in Ohio
How Covid-19 has Impacted Estate Planning in Ohio
Author: E. Michael McGervey, CFP®, CRPC®
Date: 2 Sep 2021

Contact Info

McGervey Wealth Management:
4001 Whipple Ave NW #202
Canton, OH 44718 gmap

(330) 493-9300

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About

McGervey Wealth Management is a financial advisory firm serving clients both nationally and locally in the Canton, Akron, and Cleveland, Ohio regions. Specializing in financial planning, investment management, business planning, retirement and legacy planning, we’re passionate about helping you achieve your financial goals.

This site does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk. Be sure to consult with a professional tax and/or investment advisor before implementing any strategy mentioned on this site.

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