Westerville Financial Planners

in Westerville, OH

119
Financial Planners are
in Westerville

16
Financial Planners in Westerville
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Westerville Financial Advising Articles

Financial Advising reviews in Westerville

A

Rating
I have worked with
Westerville Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Westerville Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Westerville Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Westerville Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Westerville Financial Planners Provider Name Locked
,
Westerville Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Westerville Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Westerville Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Westerville Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Westerville Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Westerville Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Westerville Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Westerville Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Westerville Financial Planners Provider Name Locked
notified me that since
Westerville Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Westerville Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Westerville Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Westerville Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Westerville Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Westerville Financial Planners Provider Name Locked
. (
Westerville Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Westerville Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Westerville Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Westerville Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
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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
Irvine, CA

Abbott Financial Services, LLC

1900 Polaris Pkwy
Columbus, OH

ABEL FINANCIAL STRATEGIES

3130 Winding Woods Dr
Powell, OH

Advanced Retirement Design

7263 Sawmill Rd. #150
Dublin, OH

ALBAN INVESTMENT MANAGEMENT LLC

3313 LENOX DR
Dayton, OH

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

Ameriprise Financial Inc

121 Outerbelt St
Columbus, OH

Ameriprise Financial Services, Inc

530 West Spring Street
Columbus, OH

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Asset Management Systems Inc

8801 N Main St
Dayton, OH

BENEVIAT & TORTORA

102 County Line Road West
Westerville, OH

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Budulator

418 Red Haw Road
Dayton, OH

CAPITAL ALTERNATIVES

1636 WINDWAY CT
Blacklick, OH

Capital City Financial Partners LLC

6600 Perimeter Dr.
Dublin, OH

Capitol City Taxes

997 INVERNESS GLEN
Pickerington, OH

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

CES Credit Union

1215 Yauger Rd
Mount Vernon, OH

Columbus Payday Loans

401 N High St
Columbus, OH

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

CPA Advisory Group Inc

229 Huber Village Blvd
Westerville, OH

Creative Financial Insurance

7585 BROWN RD
Ostrander, OH

Credit Repair Columbus

27-93 S 3rd St
Columbus, Oh

Daniel T Houchins CPA

4333 Tuller Rd
Dublin, OH

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

DENNISSON FUNDS LTD

5013 PINE CREEK DR
Westerville, OH

Destination Excellence

P.O. Box 132441
Columbus, OH

DONLEY E STRONG CPA

139 WEST SCHROCK RD
Westerville, OH

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Eagle Small Business Solutions

9968 Hoover Woods Rd
Galena, OH

EDWARD JONES

1752 N LIMESTONE ST
Springfield, OH

EDWARD JONES INVESTMENT

574 W SCHROCK RD
Westerville, OH

EISCHEN FINANCIAL GROUP

245 MT VERNON AVE
Columbus, OH

Essex and Associates

7501 Paragon Rd
Dayton, OH

Estate Planning Professionals

921 Eastwind Dr
Westerville, OH

Estate Planning Solutions

655 Metro Place South, Suite 600
Dublin, OH

Fair Winds Tax & Financial

4449 Easton Way
Columbus, OH

Fesenmyer Law Offices, LLC

610 South 3rd Street
Columbus, OH

FIDELITY INVESTMENTS

Westerville, OH

FIFTH THIRD BANK

229 S SANDUSKY ST
Delaware, OH

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati, OH

Financial Freedom, LLC

2661 Commons Boulevard
Beavercreek, OH

First Federal Savings and Loan

5 E Main St
Centerburg, OH

Freyman CPA, P.C.

40 Exchange Place
New York, NY

Gallagher Pool Wealth Management

6520 Centerville Business Parkway
Dayton, OH

Gerber, LLC

121 E Nationwide Blvd.
Columbus, OH

Glenn Insurance Group

3 W Main Street
Westerville, OH

Go BIG Network

1322 Manning Parkway
Columbus, OH

Haller Wealth Management Group

3769 Columbus Pike
Delaware, OH

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester, OH

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

iBank

3090F Pullman St
Costa Mesa, CA

Ing Direct

1 S Orange St
Wilmington, DE

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Jon Pantone Insurance Agency

2500 Farmers Dr
Columbus, OH

JONES COCHENOUR & CO

125 MULBERRY ST
Lancaster, OH

Joshua J. Lake, ‎CFP®, CRPC®

Ameriprise Financial
Miamisburg, OH

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

KEMBA Financial Credit Union

555 Officenter Pl
Columbus, OH

KEMBA Financial Credit Union

4311 High St
Columbus, OH

KEMBA Financial Credit Union

5555 Renner Rd
Columbus, OH

KEMBA Financial Credit Union

6230 E Broad St
Columbus, OH

Key Bank

1710 North High St
Columbus, OH

Labrador Investments, LLC

9826 Cincinnati Columbus Rd
Cincinnati, OH

Learn 2 Save

Sun Valley Ct
Pickerington, OH

Legacy Insurance & Financial Group

PO BOX 09600
Columbus, OH

Libertas Wealth Management Group, Inc.

6065 Frantz Rd.
Dublin, OH

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Mc Graw-Timmons Accounting Service

2301 Patterson Rd
Dayton, OH

MERKEL FINANCIAL SERVICES INC

1901 NORTHWEST BLVD
Columbus, OH

MICHAEL P BEAN & ASSOC INC

1269 CROOKED TREE CT
Westerville, OH

Montgomery Insurance & Investments

114 S Detroit Street
Xenia, OH

Navy Lion Group Co

P.O.Box 1201
Reynoldsburg, OH

Newhaven Capital Advisors

2000 W Henderson Rd
Columbus, OH

noble Debt Consolidation

1118 Elizabeth Avenue
Elizabeth, Ne

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PDS PLANNING INC

2200 W. 5th Avenue
Columbus, OH

Pioneer Debt Consolidation

10 East Long Street
Columbus, Oh

Polaris Financial Services

7129 Hilmar Dr
Westerville, OH

Pusateri Nichols & Co CPAs

115B Commerce Park Dr
Westerville, OH

Raymond James Financial Services Inc

7560 Sawmill Pkwy.
Powell, OH

Rea & Associates Inc - Dublin

5775 Perimeter Dr
Dublin, OH

rebel Financial LLC

540 Officenter Pl
Gahanna, OH

Russell & Co

3174 Presidential Dr
Fairborn, OH

RUSSELL R EBERWEIN CPA

510b
Worthington, OH

S P Johnson Group

293 Mulberry St
Buffalo, NY

Safe Harbor Retirement Group

6099 Frantz Rd
Dublin, OH

Small Business Owners of America

100 E Broad St
Columbus, OH

SOUND FUTURES INC

2610 Sandover Rd
Columbus, OH

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Spearman Financial Services, LLC

710 S MAIN ST
Mount Vernon, OH

Tailored Tasks

Columbus, OH

TAXMOM

3079 W Broad St
Columbus, OH

Telhio Credit Union

PO Box 1449
Columbus, OH

The Bishop Ross Group / Morgan Stanley

41 South High
Columbus, OH

The DeVelvis Group - Nationwide Insurance

488 Polaris Parkway
Westerville, OH

The Gem City Tax Lawyers

6955 Miller Lane
Dayton, OH

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Parsa Group - Keller Williams

5400 Frantz Rd, #100
Dublin, OH

THRIVENT FINANCIAL

250 W Old Wilson Bridge Rd Ste 255
Worthington, OH

Top Level Debt Consolidation

29 S Jefferson St
Dayton, Oh

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

Vawter Financial, Ltd.

1161 Bethel Road
Columbus, OH

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati, OH

WMA SECURITIES INC

647 PARK MEADOW RD
Westerville, OH

WOODS & WOODS ASSOCIATES, LTD

206 N DIXIE DR
Vandalia, OH

Zimmerman Advisory Group LLC

5650 Blazer Pkwy
Dublin, OH

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