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Over 212 reviews for
Dayton Financial Advisors from people just like you.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

N
"It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact" that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.

-Javier P.

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Financial Advising reviews in Dayton

A

Rating
Dayton Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Dayton Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Dayton Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Dayton Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Dayton Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Dayton Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Dayton Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Dayton Financial Advisors Provider Name Locked
, I was told that
Dayton Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Dayton Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Dayton Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Dayton Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Dayton Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Dayton Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Dayton Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Dayton Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Dayton Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Dayton Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Dayton Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Dayton Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Dayton Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Dayton Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Dayton Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Dayton Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Dayton Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Dayton Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Dayton Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
Dayton Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Dayton Financial Advisors Provider Name Locked
. He discovered
that Wells
Dayton Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Dayton Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Dayton Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Dayton Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.
A

Rating
Dayton Financial Advisors Provider Name Locked
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him.
He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
Dayton Financial Advisors Provider Name Locked
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
Dayton Financial Advisors Provider Name Locked
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.
- JESSE S.

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

110 N MAIN ST
Dayton

SMITH BARNEY

3RD & MAIN
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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