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Financial Planners to Avoid

101

Top Rated Financial Planners

20

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  • Only 17% of Westerville Financial Planners are reliable
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Over 1,235 reviews for
Westerville Financial Planners from people just like you.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

C
"fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20" minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

-james H.

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Financial Advising reviews in Westerville

D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Westerville Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Westerville Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Westerville Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Westerville Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Westerville Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Westerville Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Westerville Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Westerville Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Westerville Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Westerville Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Westerville Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Westerville Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Westerville Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Westerville Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Westerville Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Westerville Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Westerville Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Westerville Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Westerville Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.
N

Rating
I have been with Mr.
Westerville Financial Planners Provider Name Locked
for several years. I would recommend him.
I trust him completely, he does a great job helping you work your money. He is responsive, always.
He explains things and no questions are a problem. He truly wants you to understand what he is doing on your behalf or what you direct him to do. ...More /> He is always working to do the best job possible for his clients.
- Carole M.

All Financial Planners 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

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

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

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

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

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

Creative Financial Insurance

7585 BROWN RD
Ostrander

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

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 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

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

noble Debt Consolidation

1118 Elizabeth Avenue

PDS PLANNING INC

2200 W. 5th Avenue
Columbus

Pioneer Debt Consolidation

10 East Long Street

Polaris Financial Services

7129 Hilmar Dr
Westerville

Pusateri Nichols & Co CPAs

115B Commerce Park 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

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

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 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

USAA

9800 Fredreicksburg Rd

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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