Kevin Kroskey
Managing Partner at True Wealth Accounting & Tax | Akron, Ohio, United States
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Kevin Kroskey, as the Managing Partner of True Wealth Accounting & Tax, brings a wealth of experience and a unique perspective to the financial planning landscape. With a foundational background in education and an MBA in finance from the University of Akron, Kevin has successfully merged his passion for teaching with his expertise in financial management. Since founding True Wealth Design in 2007, he has dedicated himself to helping over 500 clients navigate the complexities of wealth management, overseeing more than $600 million in assets.
Under Kevin's leadership, True Wealth Design has established itself as a trusted partner for successful families and small businesses, embodying the mission to "Plan Smarter and Live Better." His deep expertise in retirement planning, tax strategy, and investment management allows him to create tailored financial solutions that simplify the intricate web of financial decisions. Kevin's approach emphasizes clarity and confidence, empowering clients to pursue their dreams without the burden of financial uncertainty.
In addition to his role at True Wealth, Kevin is well-versed in securities, ETFs, and financial analysis, making him a sought-after resource for high-net-worth individuals seeking to optimize their wealth accumulation strategies. His knowledge extends to mergers and acquisitions, where he provides critical insights that help clients navigate complex transactions. With a commitment to continuous learning and adaptation in an ever-evolving industry, Kevin Kroskey remains at the forefront of financial planning, ensuring that his clients receive the most effective and innovative strategies for their financial futures.
Managing Partner at True Wealth Accounting & Tax in January 2011 to Present
Managing Partner at True Wealth Design in February 2005 to Present
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Strategic Financial Planning
Wealth Management
Retirement Planning
Securities
Investment Advisory
Estate Planning
Life Insurance
Disability Insurance
ETFs
Refinance
Credit
Loan Origination
Due Diligence
Series 63
Series 7
Financial Analysis
Insurance
Coaching
Investments
Asset Allocation
Risk Management
Strategy
Finance
Financial Advisory
Pensions
Equities
Certified Financial Planner
Fixed Annuities
Mergers & Acquisitions
Wealth
Mortgage Lending
Bonds
Financial Services
Portfolio Management
Wealth Accumulation
Financial Planners
Uniform Combined State Law
Mutual Funds
Long-term Care
Personal Finance
Banking
Asset Management
Series 65
Residential Mortgages
Retirement
Relationship Management
Investment Strategies
Employee Benefits
High Net Worth Individuals
401k
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What is Kevin Kroskey email address?
Email Kevin Kroskey at [email protected] and [email protected]. This email is the most updated Kevin Kroskey email found in 2026.
What is Kevin Kroskey phone number?
Kevin Kroskey phone number is +13303109247 and +17168527155.
How to contact Kevin Kroskey?
To contact Kevin Kroskey send an email to [email protected] or [email protected]. If you want to call Kevin Kroskey try calling on +13303109247 and +17168527155. (updated on October 29, 2024)
What is Kevin Kroskey net worth?
Kevin Kroskey has an estimated net worth of $750,000 to $999,999
What company does Kevin Kroskey work for?
Kevin Kroskey works for True Wealth Accounting & Tax
What is Kevin Kroskey's role at True Wealth Accounting & Tax?
Kevin Kroskey is Managing Partner
What industry does Kevin Kroskey work in?
Kevin Kroskey works in the Financial Services industry.
Kevin Kroskey Email Addresses
Kevin Kroskey Phone Numbers
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