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A
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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.

A
"
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.

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Financial Advising reviews in Columbus

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 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.
A

Rating
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

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 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.

Financial Planners 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!

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

7240 MUIRFIELD DR
Dublin

A G EDWARDS & SONS INC

128 N BROAD ST
Lancaster

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

AIG ROYAL ALLIANCE

1137 DAYLIGHT DR
Reynoldsburg

ALEXANDER FINANCIAL PLANNING

1621 W 1st Ave
Columbus

Allegiant Group Inc

189 W Clarkston Rd

ALLSTATE INSURANCE CO

103 N BROOKWOOD AVE
Hamilton

AMERICA'S CHOICE

3405 S HAMILTON RD
Columbus

AMERICAN EXPRESS FINANCIAL ADVISORS INC

92 NORTHWOODS BLVD
Columbus

American Health Value

671 E Riverpark Ln

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

Avid Advertising Inc

2204 Garnet Ave Ste 201

BEAR STEARNS

4100 REGENT ST
Columbus

BENEVIAT & TORTORA

102 County Line Road West
Westerville

BetaFrontier, LLC

156 W Superior 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

Bootes, Dr. Robert L.

5412 Wending Ct

BURRIS FINANCIAL SVC

1929 OHIO DR
Grove City

BUTLER WICK & CO

280 N HIGH ST
Columbus

CAPITAL ALTERNATIVES

1636 WINDWAY CT
Blacklick

Capital City Financial Partners LLC

6600 Perimeter Dr.
Dublin

CAPITAL SECURITIES

135 S MAIN ST
Mount Vernon

Capitol City Taxes

997 INVERNESS GLEN
Pickerington

cashtexters.net

6462 Westwood St

Catalano, Caboor & Co.

101 West 22nd Street

CES Credit Union

1215 Yauger Rd
Mount Vernon

CHAMPAIGN INVESTMENT CO

6400 PERIMETER DR
Dublin

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

Creative Financial Insurance

7585 BROWN RD
Ostrander

Credit Dr

115 A East Main St

Daniel T Houchins CPA

4333 Tuller Rd
Dublin

Day Global LLC

111 Mohawk Trl

Debt Reduction Services

6213 N Cloverdale Rd #100

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DebtHelp

1103 Schrock Rd Ste 106
Columbus

DELAWARE FINANCIAL PLANNING

554 W CENTRAL AVE
Delaware

DENNISSON FUNDS LTD

5013 PINE CREEK DR
Westerville

Destination Excellence

P.O. Box 132441
Columbus

DIAMOND HILL INVESTMENT GROUP

325 JOHN MCCONNELL BLVD
Columbus

Don Fitch, CPA

74-478 Highway 111 #3

DONALD P HARNEGIE INSURANCE

27081 BAGLEY RD
Olmsted Falls

DONLEY E STRONG CPA

139 WEST SCHROCK RD
Westerville

Eagle Small Business Solutions

9968 Hoover Woods Rd
Galena

Easy Payday Loans

2265 N. High Street

EDWARD JONES

6676 PERIMETER LOOP RD
Dublin

EDWARD JONES

3586 FISHINGER BLVD
Hilliard

EDWARD JONES

564 W CENTRAL AVE
Delaware

EDWARD JONES

1121 RIVER RD
Granville

EDWARD JONES

3219 APPLE VALLEY DR
Howard

EDWARD JONES

1026 COLUMBUS AVE
Marysville

EDWARD JONES

120 E CHESTNUT ST
Mount Vernon

EDWARD JONES

1684 Venture Dr
Mount Vernon

EDWARD JONES

843 N 21ST ST
Newark

EDWARD JONES

68 N 5TH ST
Newark

EDWARD JONES

681 HOPEWELL DR
Heath

EDWARD JONES

4 S VERNON ST
Sunbury

EDWARD JONES

7035 RIEBER ST
Columbus

EDWARD JONES

113 W MARKET ST
Baltimore

EDWARD JONES

214 W Main St
Circleville

EDWARD JONES

636 E Main St
Lancaster

EDWARD JONES

65 W HIGH ST
London

EDWARD JONES

1743 HILL RD N
Pickerington

EDWARD JONES

900 VILLAGE BLVD
Plain City

EDWARD JONES INVESTMENT

574 W SCHROCK RD
Westerville

EISCHEN FINANCIAL GROUP

245 MT VERNON AVE
Columbus

Estate Planning Professionals

921 Eastwind Dr
Westerville

Estate Planning Solutions

655 Metro Place South, Suite 600
Dublin

Fair Winds Tax & Financial

4449 Easton Way
Columbus

FAIRFIELD NATIONAL INVESTMENTS

143 W MAIN ST
Lancaster

FERRIS BAKER WATTS INC

655 METRO PL S
Dublin

FERRIS BAKER WATTS INC

100 N GALWAY DR
Granville

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

15 W CENTRAL AVE
Delaware

FIFTH THIRD SECURITIES

1 FAYETTE CTR
Washington Court House

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

FINANCIAL NETWORK INVESTMENT

444 E CENTER ST
Marion

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

H & R BLOCK

3763 RIDGE MILL DR
Hilliard

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

Isao Shoji

655 Metro Pl S
Dublin

JANUARY PARTNERSHIP LTD

2000 BETHEL RD
Columbus

Jeremy Smythe

530 W Spring St
Columbus

JIM HOOKS

116 E MAIN ST
Circleville

JLSD INC

670 RIDGEWOOD DR
Circleville

Jon Pantone Insurance Agency

2500 Farmers Dr
Columbus

JONES COCHENOUR & CO

125 MULBERRY ST
Lancaster

JPMORGAN CHASE BANK

4066 W POWELL RD
Lewis Center

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

KIBLER-WARD FINANCIAL SVC

303 S ADAMS ST
Mount Vernon

Kortright Partners Inc

7685 Hickory St

Labrador Investments, LLC

9826 Cincinnati Columbus Rd
Cincinnati

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

Lifelock

60 E Rio Salado Pkwy

LINSCO PRIVATE LEDGER

102 BRANDON DR
Pataskala

LINSCO PRIVATE LEDGER

35 N HIGH ST
Canal Winchester

LINSCO PRIVATE LEDGER

1466 CAMBRIDGE BLVD
Columbus

LINSCO PRIVATE LEDGER

2525 TILLER LN
Columbus

LO: UNION SAVINGS BANK

3550 W DUBLIN GRANDVILLE ROAD
Columbus

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARGETIS INVESTMENTS

2465 N HIGH ST
Columbus

MERKEL FINANCIAL SERVICES INC

1901 NORTHWEST BLVD
Columbus

MICHAEL P BEAN & ASSOC INC

1269 CROOKED TREE CT
Westerville

NAT CITY INVESTMENTS INC

136 E MAIN ST
Circleville

NAT CITY INVESTMENTS INC

30 W HIGH ST
London

NAT CITY INVESTMENTS INC

1501 COLUMBUS AVE
Washington Court House

Nationwide Student Aid

333 N Oakley Ave

Navy Lion Group Co

P.O.Box 1201
Reynoldsburg

NEFF FINANCIAL

67 LONG ST
Ashville

Newhaven Capital Advisors

2000 W Henderson Rd
Columbus

NICHOLAS COMPUTER CONSULTING

500 WILSON AVE
Columbus

Nichols & Co CPAs

115B Commerce Park Dr
Westerville

NICOLAUS STIFEL & CO INC

1976 GRANVILLE RD
Newark

noble Debt Consolidation

1118 Elizabeth Avenue

Outcalt Kerns Insurance

1001 Eastwind Dr Suite 108
Westerville

OWNDirection

120 E 13065 S

PACIFIC AMERICAN SECURITIES

750 E LONG ST
Columbus

PAYPAL INC.

2211 N FIRST ST

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

QuoteHero

5115 Douglas Fir Rd

R C RUTHERFORD INVESTMENTS

4600 WINDROW DR
Grove City

Rainman Group

1829 Racertown Road

RAY BRINKLEY

157 DODDRIDGE RD
Heath

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

RBC CAPITAL MARKETS

7795 Walton Pkwy Ste 380
New Albany

Rea & Associates Inc - Dublin

5775 Perimeter Dr
Dublin

rebel Financial LLC

540 Officenter Pl
Gahanna

Rescue One Financial

Business Center Dr

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

Sensible Financial

203 Crescent St

SII INVESTMENTS INC

125 W MAIN ST
Circleville

Small Business Owners of America

100 E Broad St
Columbus

SMITH BARNEY

545 METRO PL S
Dublin

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

SPRING & ASSOC FINANCIAL

12466 LANCASTER ST
Millersport

SPURGEON FINANCIAL SVC LTD

35 S Park Pl Ste 202
Newark

STATE OF ISRAEL BONDS

2700 E MAIN ST
Columbus

STIFEL NICOLAUS & CO

21 E STATE ST
Columbus

STIFEL NICOLAUS & CO INC

109 E MAIN ST
Lancaster

Strategic Alliance Research Group

66 Parsons Ave
Columbus

STRATEGIC FINANCIAL SERVICES

3960 N HAMPTON DR
Powell

Stratos Wealth Partners, Ltd.

300 East Broad St. Suite 530
Columbus

STURGES CO

5784 ROYAL LYTHAM CT
Dublin

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 Parsa Group - Keller Williams

5400 Frantz Rd, #100
Dublin

The Temple Of Vedic Pooja

61 Knights Bridge Drive
Pickerington

THOMPSON INVESTMENTS

6760 Perimeter Dr
Dublin

THRIVENT FINANCIAL

250 W Old Wilson Bridge Rd Ste 255
Worthington

TONY OAKMAN

196 W CENTER ST
Marion

TOWER SQUARE SECURITIES

100 N GLENN AVE
Washington Court House

UBS FINACIAL SVC

1101 MT VERNON AVE
Marion

UBS Financial Services

180 Market St
New Albany

UBS FINANCIAL SVC

6055 TAIN DR
Dublin

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

485 Metro Pl S Ste 300
Dublin

WACHOVIA SECURITIES

700 ACKERMAN RD
Columbus

WACHOVIA SECURITIES

165 W CENTER ST
Marion

WADDELL & REED FINANCIAL

555 METRO PL N
Dublin

Watson Financial Services LLC

77 E Wilson Bridge Rd
Columbus

WEILER FINANCIAL GROUP

195 E BROAD ST
Pataskala

Wells Fargo Advisors

41 S High St
Columbus

WHITE FINANCIAL SVC

500 E CENTER ST
Marion

WILLIAM B DRISCOLL CPA

2940 N. OCONNOR RD

WMA SECURITIES INC

647 PARK MEADOW RD
Westerville

WRP INVESTMENTS INC

106 SHORT ST
Columbus

Zimmerman Advisory Group LLC

5650 Blazer Pkwy
Dublin

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