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Fitting Tax & Financial

3808 Mogadore Rd
Mogadore, OH 44260

Phone:

330.628.5807

Fax:

330.628.7495

E-mail:

Access Your Portal

Current users securely send your tax-related information to us.

Client Resources

Get quick access to the important tax related links you use the most.

Request Portal Access

New users start here to set up access to your portal.

Welcome to Fitting Tax & Financial, the perfect fit for all your wealth management needs!   Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  You can look up detailed stock quotes, or even enter and track your portfolio's performance using the Market Watch feature!



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Get tips and valuable information to help you maintain your financial health mailed to your doorstep. 

Every year on the first Saturday in May, Fitting Tax and Financial partners with the Village of Mogadore for Shred Day. Bring any of your old tax returns and financial documents and dispose of them safely and securely.

We shred your documents right at the police station for free. There is no need to get out of the car. Just drive up, and we will unload your documents and shred them on-site.

Mark your calendars, and we'll see you there!

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck