Beese Fulmer Investment

Add to Favorites

Investment Advisory Service, Financial Planners, Financial Planning Consultants

Be the first to review!

44 Years

in Business

Accredited

Business

(330) 454-6555Visit WebsiteMap & Directions220 Market Ave S Ste 1150Canton, OH 44702 Write a Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Canton with Investment Advisory Service

Waco (3 miles)
East Canton (8 miles)
North Canton (9 miles)
Louisville (11 miles)
Middlebranch (11 miles)
Massillon (12 miles)
East Sparta (15 miles)
Greentown (15 miles)
Navarre (15 miles)

More Info

BBB Rating

Extra Phones

Phone: (330) 639-4298

Location

Huntington Bank Plz

AKA

Beese Fulmer Investment Management

Beese Fulmer Investment Management Inc.

Other Links

http://www.beesefulmer.com

https://beesefulmer.com/contact-us

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (330) 454-6555

Address: 220 Market Ave S Ste 1150, Canton, OH 44702

Website: http://www.beesefulmer.com

People Also Viewed

R J Wilson & Co CPA Inc

View similar Investment Advisory Service

Suggest an Edit

Beese Fulmer Investment

Tax Services
Income Tax

Investment Management
This brochure provides information about the qualifications and business practices of Beese, Fulmer Investment Management, Inc. If you have any questions about the contents of this brochure, please contact Nicholas T. Perini, our Vice President, Secretary and Chief Compliance Officer at 330-454-6555. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission, or by any state securities authority.
Mutual Funds
We only offer advice with respect to exchange listed securities, securities traded over-the-counter, foreign issuers, exchange-traded funds, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual funds, U.S. government securities, options, and interests in partnerships. Also, we typically require retail investors to open an account with a minimum investment of $500,000. We will charge investors a $5,000 minimum account fee if their account balance drops below $500,000.
Bonds
Wealth Management
Investing took a sharply rational turn in 1980. That’s when Beese Fulmer Private Wealth Management was born. Dennis Fulmer and William Beese were both trust officers — and successful ones — at Harter Bank. But they wanted to help customers more and elevate a big institution less, so they created their own company and their own rules.

Accounting Services
Jennifer graduated Summa Cum Laude from the University of Akron with a B.S.B.A. in Marketing. She has worked in business and finance for close to fifteen years, and has been with Beese Fulmer for nearly seven. Her banking career started in college while she worked as a bank teller, and later progressed to loans and trust administration. At Beese Fulmer, Jennifer manages and administers many back-office functions. Her responsibilities include: payroll, bookkeeping, H/R related duties including benefits administration, and legal and accounting team coordination. Jennifer enjoys walking, hiking, and visiting U.S. National Parks. Likewise, she loves spending time with her family, dog and watching OSU football.
Payroll Services
Bookkeeping Services

Financial Planning
Asset Management
Chairman Dennis co-founded the firm along with William Beese in 1980. Prior to creating the company, both served as Trust Investment Officers for Harter Bank. Dennis serves as Chief Investment Officer, which involves investment selection for the model portfolio and setting asset-allocation parameters. Dennis earned a BA in Economics from Denison University in 1975 and an MBA from Kent State University in 1979. He holds the Chartered Financial Analyst designation, which he earned in 1983. Dennis also serves on the boards of community organizations and participates in fundraising activities for them.

View All Services

Provided by