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Finance Advising reviews in Broadview Heights

  • A
    STIFEL NICOLAUS
    Michael reviews our investment mix on a quarterly basis and makes suggestions on new investments, if some funds are not performing up to our goals. I also have called him for advice on the investment mix for my 401(k) at work, which he reviews quarterly at my request. I was able to put a portion of my investments in CD's prior to all the stock market turmoil with Michael's advice. If feel confident that we will be able to meet our retirement goals using Michael's expertise.
    - LUCIA J.
  • A
    MCDONALD FINANCIAL GROUP
    I TRANSFEREE MY OLD 401(K) ACCOUNT FOR MIKE TO MANAGE. WE HAVE QUARTERLY REVIEW MEETINGS AND IF ONE OF MY INVESTMENTS IS UNDERPERFORMING HE WILL CALL ME AND SUGGEST WE MOVE THE FUNDS TO MAXIMIZE MY RETURN.
    - LUCIA J.
  • A
    Plancorp, Inc.
    CARL IS VERY PROFESSIONAL HE LISTENS TO WHAT TYPE OF INVESTMENTS YOU ARE LOOKING FOR AND DOES NOT PUSH THE LATEST FAD INVESTMENTS. I AM VERY HAPPY WITH OUR RATE OF RETURN.
    - LUCIA J.
  • A
    SOLOMON SMITH BARNEY
    VERY HELPFUL.
    - RACHEL M.
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Financial Advisors in Broadview Heights

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