-Find top-rated Service Providers

Find Top-Rated Westerville Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid

111

Top Rated Financial Advisors

18

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 331 reviews for
Westerville Financial Advisors from people just like you.

A
"
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
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
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.

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.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Westerville

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Westerville

A

Rating
Westerville Financial Advisors Provider Name Locked
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
Westerville Financial Advisors Provider Name Locked
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
Westerville Financial Advisors Provider Name Locked
.
- William D.
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
Westerville Financial Advisors Provider Name Locked
on
Westerville 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.

Westerville Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Westerville 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
Westerville 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.

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

Westerville 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
Westerville Financial Advisors Provider Name Locked
, is very warm and professional.

Westerville 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.

Westerville 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.

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

156 W Superior 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

Join Angie's List to get the best local reviews in Westerville.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money