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Over 1,567 reviews for
Columbus Financial Advisors from people just like you.

A
"Bill has taken care of our family for tax purposes for many years. We trust his judgement and his expertise. This time we needed his help in understanding the new" rules for repayment of school loans. Once again, he came to our rescue and deciphered what was the best choice for my daughter for repayment. Thank you Bill!!!!!

-Jill B.

A
"
Eyerly assisted me. Whenever I have a problem or issue, I go directly to
. She is personable and helpful.
" is very knowledgable, and I would highly recommend her. She took time out of her day to assist me with a difficult problem.

-Catherine S.

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Financial Advising reviews in Columbus

A

Rating
Columbus Financial Advisors Provider Name Locked
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
Columbus Financial Advisors Provider Name Locked
.
- John H.
A

Rating
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.
A

Rating
We had an immediate callback in response to a voice mail (next business day).
Columbus Financial Advisors 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 Advisors Provider Name Locked
-a-
Columbus Financial Advisors Provider Name Locked
retirement, and how we can be better planning for it.
Columbus Financial Advisors 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.
A

Rating
From the moment I walked into
Columbus Financial Advisors Provider Name Locked
and Pat's office, I was put at ease by their professionalism and friendliness. After a few minutes with
Columbus Financial Advisors Provider Name Locked
, I knew I had found a broker I could talk to and trust.
Columbus Financial Advisors 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 Advisors Provider Name Locked
prepared several hypothetical illustrations of investment scenarios. From these scenarios,
Columbus Financial Advisors 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 Advisors Provider Name Locked
. He is thorough, professional and responsive. My investments are productive!
Columbus Financial Advisors Provider Name Locked
is wonderful and so is Pat!
- NANCY E.
A

Rating
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.
A

Rating
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

Rating
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

Rating
My overall experience with
Columbus Financial Advisors 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 Advisors Provider Name Locked
, Mr
Columbus Financial Advisors Provider Name Locked
had zero contact with my wife or I regarding financial planning or anything else. During the past year,
Columbus Financial Advisors 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 Advisors Provider Name Locked
and
Columbus Financial Advisors Provider Name Locked
the response has been slow to develop. I suggest that you don't do business with
Columbus Financial Advisors Provider Name Locked
at
Columbus Financial Advisors 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.

Financial Advisors in Columbus

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

375 N FRONT ST
Columbus

A G EDWARDS & SONS INC

41 S HIGH ST
Columbus

A G EDWARDS & SONS INC

445 HUTCHINSON AVE
Columbus

AAA REYNOLDSBURG

6023 E MAIN ST
Columbus

Abbott Financial Services, LLC

1900 Polaris Pkwy
Columbus

ABEL FINANCIAL STRATEGIES

3130 Winding Woods Dr
Powell

ADAM MEAD & CO

100 E BROAD ST
Columbus

Advanced Retirement Design

7263 Sawmill Rd. #150
Dublin

ALEXANDER FINANCIAL PLANNING

1621 W 1st Ave
Columbus

Allegiant Group Inc

189 W Clarkston Rd

AMERICA'S CHOICE

3405 S HAMILTON RD
Columbus

AMERICAN EXPRESS FINANCIAL ADVISORS INC

92 NORTHWOODS BLVD
Columbus

AMERIPRISE FINANCIAL

655 Metro Pl S Ste 450
Dublin

Ameriprise Financial Inc

121 Outerbelt St
Columbus

Ameriprise Financial Services Inc

8008 N Hight St
Columbus

Ameriprise Financial Services, Inc

530 West Spring Street
Columbus

AMERITAS INVESTMENT CORP

8800 LYRA DR
Columbus

BEAR STEARNS

4100 REGENT ST
Columbus

BetaFrontier, LLC

858 North Franklin St

Beucler Company CPA Inc

2503 Summit St
Columbus

BISHOP FINANCIAL ADVISORS

3757 N HIGH ST
Columbus

BISYS FUND SERVICES

3435 STELZER RD
Columbus

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BUTLER WICK & CO

280 N HIGH ST
Columbus

CAPITAL ALTERNATIVES

1636 WINDWAY CT
Blacklick

Capital City Financial Partners LLC

6600 Perimeter Dr.
Dublin

Capitol City Taxes

997 INVERNESS GLEN
Pickerington

CES Credit Union

1215 Yauger Rd
Mount Vernon

CHANCELLOR CAPITAL PARTNERS

4100 REGENT ST
Columbus

Clintonville Financial Services LLC

3620 North High Street
Columbus

COLUMBUS FINANCIAL GROUP INC

8425 Pulsar Pl
Columbus

Columbus Payday Loans

401 N High St
Columbus

Condo Management of Columbus

P.O. Box: 28249
Columbus

CPA Advisory Group Inc

229 Huber Village Blvd
Westerville

Daniel T Houchins CPA

4333 Tuller Rd
Dublin

DebtHelp

1103 Schrock Rd Ste 106
Columbus

Destination Excellence

P.O. Box 132441
Columbus

DIAMOND HILL INVESTMENT GROUP

325 JOHN MCCONNELL BLVD
Columbus

DONLEY E STRONG CPA

139 WEST SCHROCK RD
Westerville

Eagle Financial Solutions

4285 Morse Rd
Columbus

Eagle Small Business Solutions

9968 Hoover Woods Rd
Galena

Easy Payday Loans

2265 N. High Street

EDWARD JONES

7035 RIEBER ST
Columbus

EISCHEN FINANCIAL GROUP

245 MT VERNON AVE
Columbus

Estate Planning Solutions

655 Metro Place South, Suite 600
Dublin

Fair Winds Tax & Financial

4449 Easton Way
Columbus

Fesenmyer Law Offices, LLC

1335 Dublin Rd Ste 205C
Columbus

FIDELITY INVESTMENTS

1324 POLARIS PKWY
Columbus

FIFTH THIRD BANK

229 S SANDUSKY ST
Delaware

FIFTH THIRD SECURITIES

155 W NATIONWIDE BLVD
Columbus

FIFTH THIRD SECURITIES

21 E STATE ST
Columbus

FIFTH THIRD SECURITIES

1819 W LANE AVE
Columbus

FIFTH THIRD SECURITIES

906 N HAMILTON RD
Columbus

Financial COMFORT Consulting

3861 E Broad St
Whitehall

First Federal Savings and Loan

5 E Main St
Centerburg

Freyman CPA, P.C.

40 Exchange Place

Future Finances Inc

100 Northwoods Blvd
Columbus

Gerber, LLC

121 E Nationwide Blvd.
Columbus

GIANOLA FINANCIAL PLANNING

2094 TREMONT CTR
Columbus

GIDEON DEVELOPMENT PARTNERS

750 E LONG ST
Columbus

Glenn Insurance Group

3 W Main Street
Westerville

Go BIG Network

1322 Manning Parkway
Columbus

GROOM INVESTMENTS

575 BROOKSIDE DR
Columbus

Haller Wealth Management Group

3769 Columbus Pike
Delaware

HOWARD W SLUTSKY

676 Brook Hollow Dr
Columbus

iBank

3090F Pullman St

Ing Direct

1 S Orange St

INVESTMENTS FIRST

902 CHELSEA AVE
Columbus

IRS Tax Help Team

1201 S Beach Blvd

JANUARY PARTNERSHIP LTD

2000 BETHEL RD
Columbus

Jeremy Smythe

530 W Spring St
Columbus

Jon Pantone Insurance Agency

2500 Farmers Dr
Columbus

JONES COCHENOUR & CO

125 MULBERRY ST
Lancaster

KATZ marketing solution

295 South Dawson Avenue
Columbus

KEMBA Financial Credit Union

555 Officenter Pl
Columbus

KEMBA Financial Credit Union

4311 High St
Columbus

KEMBA Financial Credit Union

5555 Renner Rd
Columbus

KEMBA Financial Credit Union

6230 E Broad St
Columbus

KEY BANK

88 EAST BROAD ST
Columbus

Key Bank

1710 North High St
Columbus

LAIRD'S TAX SERVICE INC

3363 Tremont Rd Ste 201
Columbus

LANCASTER POLLARD & CO

65 E STATE ST
Columbus

LANE SECURITIES

1872 DANDRIDGE DR
Columbus

Learn 2 Save

Sun Valley Ct
Pickerington

LEHMAN BROTHERS

100 E CAMPUS VIEW BLVD
Columbus

LINSCO PRIVATE LEDGER

1466 CAMBRIDGE BLVD
Columbus

LINSCO PRIVATE LEDGER

2525 TILLER LN
Columbus

LO: UNION SAVINGS BANK

3550 W DUBLIN GRANDVILLE ROAD
Columbus

MARGETIS INVESTMENTS

2465 N HIGH ST
Columbus

MERKEL FINANCIAL SERVICES INC

1901 NORTHWEST BLVD
Columbus

Navy Lion Group Co

P.O.Box 1201
Reynoldsburg

Newhaven Capital Advisors

2000 W Henderson Rd
Columbus

NICHOLAS COMPUTER CONSULTING

500 WILSON AVE
Columbus

Nichols & Co CPAs

115B Commerce Park Dr
Westerville

noble Debt Consolidation

1118 Elizabeth Avenue

Outcalt Kerns Insurance

1001 Eastwind Dr Suite 108
Westerville

PACIFIC AMERICAN SECURITIES

750 E LONG ST
Columbus

PDS PLANNING INC

2200 W. 5th Avenue
Columbus

Pioneer Debt Consolidation

10 East Long Street

Polaris Financial Services

7129 Hilmar Dr
Westerville

PRIMERICA FINANCIAL SVC

733 N WILSON RD
Columbus

RAY INGLIS INVESTMENTS

4110 INDIANOLA AVE
Columbus

RAYMOND JAMES & ASSOC

8351 N HIGH ST
Columbus

RAYMOND JAMES FINANCIAL SERVICES

4672 LARWELL DR
Columbus

Raymond James Financial Services Inc

7560 Sawmill Pkwy.
Powell

RAYMOND JAMES FINANCIAL SVC

4775 KNIGHTSBRIDGE BLVD
Columbus

rebel Financial LLC

540 Officenter Pl
Gahanna

RICHTER FINANCIAL GROUP LLC

2307 SCIOTO HARPER DR
Columbus

RINKER & CO

3040 RIVERSIDE DR
Columbus

Rod I. Skaf

5600 Blazer Pkwy
Dublin

Ross Wealth Advisors

5005 Horizons Drive
Columbus

Russell & Co

3174 Presidential Dr
Fairborn

RUSSELL R EBERWEIN CPA

510b
Worthington

Safe Harbor Retirement Group

6099 Frantz Rd
Dublin

SECURITIES AMERICA INC

PO Box 14908
Columbus

Small Business Owners of America

100 E Broad St
Columbus

SMITH BARNEY

41 S High St Ste 2700
Columbus

SMITH BARNEY

4449 EASTON WAY
Columbus

SOUND FUTURES INC

2610 Sandover Rd
Columbus

Spearman Financial Services, LLC

710 S MAIN ST
Mount Vernon

STATE OF ISRAEL BONDS

2700 E MAIN ST
Columbus

STIFEL NICOLAUS & CO

21 E STATE ST
Columbus

Strategic Alliance Research Group

66 Parsons Ave
Columbus

Stratos Wealth Partners, Ltd.

300 East Broad St. Suite 530
Columbus

SWENEY CARTWRIGHT & CO

17 S HIGH ST
Columbus

Tailored Tasks

P.O Box 362
Columbus

TAXMOM

3079 W Broad St
Columbus

Telhio Credit Union

PO Box 1449
Columbus

The DeVelvis Group - Nationwide Insurance

488 Polaris Parkway
Westerville

The Granville Investment Group, Inc.

1911 Newark Granville Rd
Granville

The Huntington National Bank

3931 Morse Crossing
Columbus

The Mutual Fund Store

5919 Karric Square Drive
Dublin

THRIVENT FINANCIAL

250 W Old Wilson Bridge Rd Ste 255
Worthington

UBS Financial Services

180 Market St
New Albany

UBS FINANCIAL SVC

5025 ARLINGTON CENTRE BLVD120
Columbus

UNITED AMERICAN CAPITAL CORP

75 E WILSON BRIDGE RD
Columbus

United Gold Direct

2945 Townsgate Road

US Bank - Grandview

1717 W 5th Ave
Columbus

USAA Bank

PO Box 33490

Vawter Financial, Ltd.

1161 Bethel Road
Columbus

WACHOVIA SECURITIES

700 ACKERMAN RD
Columbus

Watson Financial Services LLC

77 E Wilson Bridge Rd
Columbus

Wells Fargo Advisors

41 S High St
Columbus

WRP INVESTMENTS INC

106 SHORT ST
Columbus

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