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Business Profile

Investment Advisory Services

True Wealth Design, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(330) 777-0688Write a Review

About

Overview

True Wealth Design, LLC

700 Ghent Rd STE 100

Akron, OH 44333-4462

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 3:00 PM
Closed
Closed

BBB Accreditation & Rating

True Wealth Design, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

We specialize in retirement, tax, and investment planning.

BBB Accredited Since: 8/6/2013

Years in Business: 21

Products and Services

Accounting, Business Advisory, Business Retirement Plans, Business Tax Services, Estate Planning, Family Office Services, Financial Planning, Insurance Solutions, Investment Management, Payroll, Tax Planning, Tax Preparation, Trust Services

Business Details

Local BBB:
BBB Akron
BBB File Opened:
7/17/2013
Business Started:
12/1/2004
Business Started Locally:
12/1/2004
Business Incorporated:
2/7/2005
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
True Wealth Accounting
True Wealth Partners
Business Management:
Mr. Kevin K. Kroskey, President

Additional Contact Information

Principal Contacts
Mr. Kevin K. Kroskey, President
Customer Contacts
Mr. Kevin K. Kroskey, President
Additional Websites
truewealthaccounting.com/
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Ohio Department of Commerce


https://brokercheck.finra.org/
[email protected]
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: (614) 644-2658
http://www.insurance.ohio.gov
Business Categories
Investment Advisory Services, Tax Consultant, Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management

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