Wealth Management Designed For Everyday People

We specialize in working with everyday people to grow wealth and plan their financial future.

Hello And Welcome To George Financial

Family Owned And Operated

George Financial is a trusted Investment Advisory firm based in Canton, Ohio, founded by a father and son team. We have over 30 years of experience in helping clients achieve their long-term financial goals. Our commitment to delivering unmatched customer service is a core value that sets us apart.

The George Advantage

  • Genuine Advice

    We’re held to a fiduciary duty to act in the best interests of clients and to disclose conflicts of interest.

  • No Minimum Investment

    Everyone deserves access to great financial help regardless of how much money they have. We are here to help.

  • Research Driven

    We use institutional research available through our custodians to form the basis of each client’s portfolio.

Our Services

  • We will help you put away money for your future to help you live comfortably.

    We do this through allocating money into different income streams, asset management, and income planning.

  • We help educate you with 1 on 1 individual guidance and service on our assortment of financial products.

    We offer:

    401K

    Group IRA

    Individual IRA

    Simplified Employee Pension

    403(B)

    457(B)

  • We create and maintain investment portfolios based on each client’s specific investment objectives. Client accounts are held at Charles Schwab.

  • Cryptocurrency/Digital Assets are a highly volatile asset class. We help clients new to digital assets as well as seasoned crypto traders. We believe in the future of digital assets and want to help investors in that space.

Meet the Team

A Family who cares genuinely about each and every client.

  • FINRA licenses 6, 7, 24

    Kelly George is an investment adviser who takes great pleasure in devoting time to each of his clients, providing them with valuable financial education and guidance. With his patient and supportive approach, Kelly has built strong, long-lasting relationships with his clients, offering them a sense of security and reassurance in their financial endeavors.

  • Series 65 License

    Michael George is a passionate investment adviser with a keen interest in finance and digital assets. Michael takes pride in his ability to provide personalized advice and guidance, helping clients navigate complex financial issues and achieve their goals. He considers it a privilege to serve the clients of the family business and looks forward to continuing to help them achieve financial success.

Contact us.

Invest@georgefinancial.com

(330) 452-8476