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Over 204 reviews for
Dayton Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Dayton

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Dayton Financial Advisors Provider Name Locked
on
Dayton Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Dayton Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Dayton Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Dayton Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Dayton Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Dayton Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Dayton Financial Advisors Provider Name Locked
, is very warm and professional.

Dayton Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Dayton Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Dayton Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Dayton, OH

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

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

3025 GOVERNORS PLACE BLVD
Dayton

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Asset Management Systems Inc

8801 N Main St
Dayton

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BRICKLER FINANCIAL SVC

7026 CORPORATE WAY
Dayton

Budulator

418 Red Haw Road
Dayton

C.H. Dean, Inc.

3500 Pentagon Blvd., Suite 200
Dayton

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Edward Jones

313 Canal Ave SE
New Philadelphia

EDWARD JONES

5300 BRANDT PIKE
Dayton

EDWARD JONES

3602 WILMINGTON PIKE
Dayton

EDWARD JONES

3979 INDIAN RIPPLE RD
Dayton

EDWARD JONES

8 N ELM ST
Dayton

EDWARD JONES

6052 WILMINGTON PIKE
Dayton

EDWARD JONES

1752 N LIMESTONE ST
Springfield

Essex and Associates

7501 Paragon Rd
Dayton

FIDELITY INVESTMENTS

10 W 2ND ST
Dayton

FIFTH THIRD SECURITIES

110 N MAIN ST
Dayton

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati

Financial Freedom, LLC

2661 Commons Boulevard
Beavercreek

First Action Debt Solutions

PO Box 812
Zanesville

Freyman CPA, P.C.

40 Exchange Place

Gallagher Pool Wealth Management

6520 Centerville Business Parkway
Dayton

Gerrish Financial LLC

14 Remick Blvd.
Springboro

Hammerman, Graf, Hughes & Company Inc

4486 Indian Ripple Rd
Dayton

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HILLIARD LYONS INC

40 N MAIN ST
Dayton

iBank

3090F Pullman St

INTELLINOMICS

8087 Washington Village Dr Ste 134
Dayton

IRS Tax Help Team

1201 S Beach Blvd

JEFFERSON-PILOT SECURITIES

4080 MARSHALL RD
Dayton

Joshua J. Lake, ‎CFP®, CRPC®

Ameriprise Financial
Miamisburg

Klopp Investment Management

1801 E 9th ST
Cleveland

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MC DONALD FINANCIAL GROUP

34 N MAIN ST
Dayton

Mc Graw-Timmons Accounting Service

2301 Patterson Rd
Dayton

Montgomery Insurance & Investments

114 S Detroit Street
Xenia

MORGAN STANLEY & CO

1800 LYONS RD
Dayton

NATIONAL CITY INVESTMENTS

6 N MAIN ST
Dayton

Raymond James Financial Services

524 Main Street
Coshocton

RAYMOND JAMES FINANCIAL SVC

7755 Paragon Rd Ste 107
Dayton

ROBERT W BAIRD & CO INC

8063 WASHINGTON VILLAGE DR
Dayton

S P Johnson Group

2025 Delaware Ave

Safe Harbor Retirement Group

6099 Frantz Rd
Dublin

SECURITY SERVICE NETWORK

1636 WESTBROOK DR
Dayton

SMITH BARNEY

3RD & MAIN
Dayton

SMITH BARNEY

110 N MAIN ST
Dayton

SMITH BARNEY

40 N MAIN ST
Dayton

T.W. Rites

Mechanicsburg Road
Wooster

The Gem City Tax Lawyers

6955 Miller Lane
Dayton

The Mutual Fund Store

4412 Indian Ripple Road
Dayton

TRANS AMERICA INVESTMENT MGMT

109 N MAIN ST
Dayton

Tudor Financial Inc.

8111 Timberlodge Trail
Dayton

United Gold Direct

2945 Townsgate Road

VALUATION CO

3110 KETTERING BLVD
Dayton

WACHOVIA SECURITIES

7777 WASHINGTON VLG DR
Dayton

WALLACE BROKERAGE SERVICES

810 Orchard Ln Ste 202
Dayton

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati

WEBB FINANCIAL GROUP LLC

803 MARKET ST
Zanesville

Whited Seigneur Sams & Rahe

213 S PAINT ST
Chillicothe

Winning Stock Coach

715 Main street
Dresden

WOODS & WOODS ASSOCIATES, LTD

206 N DIXIE DR
Vandalia

WORLD GROUP SECURITIES INC

5335 FAR HILLS AVE
Dayton

WORLD GROUP SECURITIES INC

1377 E STROOP RD
Dayton

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