Columbus Financial Advisors

in Columbus, OH

Financial Advising Reviews in Columbus

A

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is very knowledgeable in tax issues and financial planning. He has been very helpful in straightening out a number of complicated issues. I look forward to continuing to work with
.
- John H.
A

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This was the second time I met with him. Once again he was professional and thoroughly explained pertinent issues and answered all my questions. I never felt rushed nor is he a high pressure individual. He always makes sure that the decisions are yours and not his. He is extremely knowledgeable and easy to talk to. I will continue to use his services and highly recommend him.
- Sandi H.

Columbus Financial Advising Articles

Financial Advising reviews in Columbus

A

Rating
We had an immediate callback in response to a voice mail (next business day).
Columbus Financial Planners Provider Name Locked
met with us twice, first to go over what we needed to identify and tabulate, and then to review the snapshot that our data collection yielded, as well as advise us on more points than I can list here, concerning different options and their advantages. we've now got a much better idea of where we stand
Columbus Financial Planners Provider Name Locked
-a-
Columbus Financial Planners Provider Name Locked
retirement, and how we can be better planning for it.
Columbus Financial Planners Provider Name Locked
was flexible and generous with his time and advice, and did a superb job explaining anything we asked about and more, in a way that we could understand. His manner is such that if you don't understand something, you don't feel embarrassed to ask. We worked with another financial planner earlier in our careers, and he was also helpful, but we now have a new idea of how good it can get.
- SHELLEY & CHARLES J Q.
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From the moment I walked into
Columbus Financial Planners Provider Name Locked
and Pat's office, I was put at ease by their professionalism and friendliness. After a few minutes with
Columbus Financial Planners Provider Name Locked
, I knew I had found a broker I could talk to and trust.
Columbus Financial Planners Provider Name Locked
listened. He had me fill out a questionnaire analyzing my risk tolerance. He was always respectful, treating me as a partner, never patronizing or condescending: he wanted to find a plan that would be productive, but also keep me at ease.
Columbus Financial Planners Provider Name Locked
prepared several hypothetical illustrations of investment scenarios. From these scenarios,
Columbus Financial Planners Provider Name Locked
and I put together an investment plan that fit my personality to a "T". I can't say enough about
Columbus Financial Planners Provider Name Locked
. He is thorough, professional and responsive. My investments are productive!
Columbus Financial Planners Provider Name Locked
is wonderful and so is Pat!
- NANCY E.
A

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They take the time to explain and help me understand what's going on with my money and also take care to keep track and help spread out the money for easier control.
- LOUISE M.
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He had my wife and I gather data, and did a very thorough review of all aspects of our finances. We spent a couple of hours in two meetings discussing what he recommended and why. The approach was very individualized to our situation. He primarily works with high income people and is very patient, thorough and conscientious. He wants his clients to learn as much as they are willing to learn. After each session he asked us to think about it, call if we had questions, and let him know when we wanted to meet again, or make some changes. His investment strategies are very conservative and research based, and he places a lot of emphasis on tax considerations and estate planning.
- MICHAEL B.
A

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They gave good advice to improve my portfolio performance. They took the time to meet with me once and with me and my wife a week later. They walked through a program on-line to clarify our investment objectives and came up with great recommendations. It's nice to have them here in town to meet with face-to-face!
- TOM G.
F

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My overall experience with
Columbus Financial Planners Provider Name Locked
has been a tremendous disappointment for a number of reasons. It is now January 2006, during the 8 years that our assets have been with
Columbus Financial Planners Provider Name Locked
, Mr
Columbus Financial Planners Provider Name Locked
had zero contact with my wife or I regarding financial planning or anything else. During the past year,
Columbus Financial Planners Provider Name Locked
performed trades on our account without our consent. As we are now trying to clear up mistakes or fraud by
Columbus Financial Planners Provider Name Locked
and
Columbus Financial Planners Provider Name Locked
the response has been slow to develop. I suggest that you don't do business with
Columbus Financial Planners Provider Name Locked
at
Columbus Financial Planners Provider Name Locked
, but if you do please keep all your records and contracts because you will need them to defend yourself, and keep your assets.
- MR & MRS PAUL L.
A

Rating
Cap is very straightforward and trustworthy. His advice has given me good returns the past few years in my retirement savings despite a slow
Columbus Financial Planners Provider Name Locked
. He gets together with me yearly to get a look at my complete financial picture. His reports give me peace knowing that I am adequately preparing for retirement and other financial goals.
- TIM E.
A

Rating
Columbus Financial Planners Provider Name Locked
made a very, very thorough evaluation of our retirement finances for us, made several helpful suggestions, and provided us with everything in print to keep for future reference. She was professional, presented complex financial processes in an easy to understand fashion, and did not pressure us to purchase any of the recommended products. All her evaluations were at no charge to us.
- KARIN & PETE D.
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All Financial Planners in Columbus, OH

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

7240 MUIRFIELD DR
Dublin, OH

A G EDWARDS & SONS INC

128 N BROAD ST
Lancaster, OH

A G EDWARDS & SONS INC

375 N FRONT ST
Columbus, OH

A G EDWARDS & SONS INC

41 S HIGH ST
Columbus, OH

A G EDWARDS & SONS INC

445 HUTCHINSON AVE
Columbus, OH

AAA REYNOLDSBURG

6023 E MAIN ST
Columbus, OH

Abbott Financial Services, LLC

1900 Polaris Pkwy
Columbus, OH

ABEL FINANCIAL STRATEGIES

3130 Winding Woods Dr
Powell, OH

ADAM MEAD & CO

100 E BROAD ST
Columbus, OH

Advanced Retirement Design

7263 Sawmill Rd. #150
Dublin, OH

AHCP Health & Life Insurance

1605 Bay Road
Miami Beach, FL

AIG ROYAL ALLIANCE

1137 DAYLIGHT DR
Reynoldsburg, OH

ALEXANDER FINANCIAL PLANNING

1621 W 1st Ave
Columbus, OH

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allstate Insurance Co

489 Lazelle Rd
Westerville, OH

ALLSTATE INSURANCE CO

103 N BROOKWOOD AVE
Hamilton, OH

AMERICA'S CHOICE

3405 S HAMILTON RD
Columbus, OH

AMERICAN EXPRESS FINANCIAL ADVISORS INC

92 NORTHWOODS BLVD
Columbus, OH

American Health Value

671 E Riverpark Ln
Boise, ID

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