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Over 341 reviews for
Westerville Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Westerville

A

Rating
Westerville Financial Advisors Provider Name Locked
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
Westerville Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
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.
A

Rating
Westerville 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
Westerville 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
Westerville 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
Westerville 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
Westerville 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
Westerville Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Westerville Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Westerville Financial Advisors Provider Name Locked
, I was told that
Westerville Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Westerville 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
Westerville 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
Westerville 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 (
Westerville 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
Westerville 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
Westerville Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Westerville Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Westerville 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
Westerville Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Westerville 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
Westerville 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
Westerville 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, ‘
Westerville 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
Westerville 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
Westerville 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
Westerville 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
Westerville 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
Westerville 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.

Financial Advisors in Westerville, 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

Abbott Financial Services, LLC

1900 Polaris Pkwy
Columbus

ABEL FINANCIAL STRATEGIES

3130 Winding Woods Dr
Powell

Advanced Retirement Design

7263 Sawmill Rd. #150
Dublin

Ameriprise Financial Inc

121 Outerbelt St
Columbus

Ameriprise Financial Services, Inc

530 West Spring Street
Columbus

AMG Legacy Planning

10100 W Sample Rd

Asset Management Systems Inc

8801 N Main St
Dayton

BENEVIAT & TORTORA

102 County Line Road West
Westerville

BetaFrontier, LLC

858 North Franklin St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Budulator

418 Red Haw Road
Dayton

CAPITAL ALTERNATIVES

1636 WINDWAY CT
Blacklick

Capital City Financial Partners LLC

6600 Perimeter Dr.
Dublin

Capitol City Taxes

997 INVERNESS GLEN
Pickerington

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CES Credit Union

1215 Yauger Rd
Mount Vernon

Columbus Payday Loans

401 N High St
Columbus

CPA Advisory Group Inc

229 Huber Village Blvd
Westerville

Daniel T Houchins CPA

4333 Tuller Rd
Dublin

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DENNISSON FUNDS LTD

5013 PINE CREEK DR
Westerville

Destination Excellence

P.O. Box 132441
Columbus

DONLEY E STRONG CPA

139 WEST SCHROCK RD
Westerville

Dunlap Wealth Management Group

14074 Trade Center Dr

Eagle Small Business Solutions

9968 Hoover Woods Rd
Galena

Easy Payday Loans

2265 N. High Street

EDWARD JONES

1752 N LIMESTONE ST
Springfield

EDWARD JONES INVESTMENT

574 W SCHROCK RD
Westerville

EISCHEN FINANCIAL GROUP

245 MT VERNON AVE
Columbus

Essex and Associates

7501 Paragon Rd
Dayton

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

Fesenmyer Law Offices, LLC

1335 Dublin Rd Ste 205C
Columbus

FIFTH THIRD BANK

229 S SANDUSKY ST
Delaware

Financial COMFORT Consulting

3861 E Broad St
Whitehall

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati

Financial Freedom, LLC

2661 Commons Boulevard
Beavercreek

First Federal Savings and Loan

5 E Main St
Centerburg

Freyman CPA, P.C.

40 Exchange Place

Gallagher Pool Wealth Management

6520 Centerville Business Parkway
Dayton

Gerber, LLC

121 E Nationwide Blvd.
Columbus

Glenn Insurance Group

3 W Main Street
Westerville

Go BIG Network

1322 Manning Parkway
Columbus

Haller Wealth Management Group

3769 Columbus Pike
Delaware

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

Ing Direct

1 S Orange St

IRS Tax Help Team

1201 S Beach Blvd

Jon Pantone Insurance Agency

2500 Farmers Dr
Columbus

JONES COCHENOUR & CO

125 MULBERRY ST
Lancaster

Joshua J. Lake, ‎CFP®, CRPC®

Ameriprise Financial
Miamisburg

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

1710 North High St
Columbus

Labrador Investments, LLC

9826 Cincinnati Columbus Rd
Cincinnati

Learn 2 Save

Sun Valley Ct
Pickerington

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mc Graw-Timmons Accounting Service

2301 Patterson Rd
Dayton

MERKEL FINANCIAL SERVICES INC

1901 NORTHWEST BLVD
Columbus

MICHAEL P BEAN & ASSOC INC

1269 CROOKED TREE CT
Westerville

Montgomery Insurance & Investments

114 S Detroit Street
Xenia

Navy Lion Group Co

P.O.Box 1201
Reynoldsburg

Newhaven Capital Advisors

2000 W Henderson Rd
Columbus

Nichols & Co CPAs

115B Commerce Park Dr
Westerville

noble Debt Consolidation

1118 Elizabeth Avenue

Outcalt Kerns Insurance

1001 Eastwind Dr Suite 108
Westerville

PDS PLANNING INC

2200 W. 5th Avenue
Columbus

Pioneer Debt Consolidation

10 East Long Street

Polaris Financial Services

7129 Hilmar Dr
Westerville

Raymond James Financial Services Inc

7560 Sawmill Pkwy.
Powell

Rea & Associates Inc - Dublin

5775 Perimeter Dr
Dublin

rebel Financial LLC

540 Officenter Pl
Gahanna

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

S P Johnson Group

2025 Delaware Ave

Safe Harbor Retirement Group

6099 Frantz Rd
Dublin

Small Business Owners of America

100 E Broad St
Columbus

SOUND FUTURES INC

2610 Sandover Rd
Columbus

Spearman Financial Services, LLC

710 S MAIN ST
Mount Vernon

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 Gem City Tax Lawyers

6955 Miller Lane
Dayton

The Granville Investment Group, Inc.

1911 Newark Granville Rd
Granville

The Mutual Fund Store

5919 Karric Square Drive
Dublin

The Mutual Fund Store

4412 Indian Ripple Road
Dayton

The Parsa Group - Keller Williams

5400 Frantz Rd, #100
Dublin

THRIVENT FINANCIAL

250 W Old Wilson Bridge Rd Ste 255
Worthington

United Gold Direct

2945 Townsgate Road

Vawter Financial, Ltd.

1161 Bethel Road
Columbus

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati

WMA SECURITIES INC

647 PARK MEADOW RD
Westerville

WOODS & WOODS ASSOCIATES, LTD

206 N DIXIE DR
Vandalia

Zimmerman Advisory Group LLC

5650 Blazer Pkwy
Dublin

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