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Oda & Company, Inc.

  • Financial & Financial Planners
416 W. Liberty St.
Medina, OH 44256
(330) 725-8911
(877) 782-6632
Hours:
From 9:00 a.m. to 5:00 p.m. on all open market days.

About Us

Oda and Company, Inc. is an independent financial planning firm established in 1998. We specialize in comprehensive financial planning for retirement. We provide low-cost portfolio management read more
  • About

    Oda and Company, Inc. is an independent financial planning firm established in 1998. We specialize in comprehensive financial planning for retirement. We provide low-cost portfolio management services as well as traditional brokerage services through LPL Financial, a nationwide registered broker/dealer and registered investment advisor.

    Founder, Stanley Oda, has advised investors since 1984 and has been a CERTIFIED FINANCIAL PLANNER (tm) practitioner since 1987. Initial consultations are available free of charge. We are happy to work with your CPA and/or attorney to coordinate a comprehensive investment, tax and estate plan.

    Financial Planning Strategies
    A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

    Retirement Planning Strategies
    Income Planning Strategies
    College Planning Strategies
    Estate Planning Strategies
    Cash Flow Analysis Strategies
    Senior housing and health care strategies
    Wealth Management
    We strive to develop a portfolio based on your individual goals and risk tolerance. We can assist with:

    Bonds
    Stocks
    Exchange Traded Funds (ETFs)
    Mutual Funds
    Government Securities
    Brokerage Accounts
    Advisory Accounts
    Fixed Annuities
    Business Planning Strategies
    We can help you tackle some of the financial complexities of running a business, including:

    Traditional, SIMPLE, Roth, and SEP IRAs
    Profit Sharing Plans
    Exit Planning
    Succession Planning
    Buy-Sell Agreements

    Contact us today if a partnership with Oda and Company is something you envision for your future.

  • Highlights

    • CERTIFIED FINANCIAL PLANNER (tm)
    • RETIREMENT INCOME CERTIFIED PROFESSIONAL (tm)
    • INDEPENDENT REGISTERED INVESTMENT ADVISOR
  • Whom to Contact

    • Stanley Oda, CFP
      President, Certified Financial Planner Practioner
      Phone: (330) 725-8911
      Fax: (330) 725-7438

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