George Financial Services
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About
George Financial Services provides investment advisory and financial planning to individual clients (including high‑net‑worth individuals) and pension/employee benefit plans, managing roughly $20 million across its client base. Services described in the brochure include ongoing discretionary portfolio management, pension consulting, financial planning, and hourly digital‑asset/crypto consulting.
The firm describes a core‑satellite investment approach, documents client objectives and risk tolerances in an Investment Policy Statement, and conducts at least annual reviews of accounts. It uses a mix of mutual funds, ETFs, fixed income, individual equities, commodities and digital assets and may implement options strategies — including covered calls, cash‑secured puts and defined‑risk spreads — where appropriate.
Noteworthy features compared with many peers include an affiliation with insurance activities (firm principals are licensed insurance agents and one operates an insurance agency, a potential conflict the firm discloses) and access to educational events and practice‑management resources through its custodian relationships. The brochure also records a recent change adding options trading to the firm’s stated strategies and highlights that the firm offers digital asset consulting, services that are less common among similarly sized supported advisers.
Client services
Expertise
Fee options
$0 - $249,999: 2.0% $250,000 - $499,999: 1.75% $500,000+: 1.5%
$25 to $100 per hour for financial planning and digital asset consulting services
Fee-only: Hourly fees for financial planning and digital asset consulting between $25 and $100 per hour
Main office
920 Walnut Ave. NE
Canton OH 44704
Advisors at this office
2
Most active in
Ohio
Also doing business as
George Financial Services · George Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael G
Series 65
Canton, OH
George Financial Services
Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.
Kaleel G
Canton, OH
George Financial Services
Kaleel George is a financial advisor with George Financial Services in Canton, Ohio, holding 31 years of industry experience. He has worked at firms including Parkland Securities and Access Financial Group, where he also owns an insurance agency focused on life, health, and fixed annuities. At Ohio CU Financial Services, he serves as a sales manager responsible for insurance sales and agent training. George Financial Services advises individual investors and pension or employee benefit plans, providing portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment strategy and manages approximately $16.2 million in assets across about 135 client relationships.
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