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Finance Advising reviews in Chardon

  • A
    The Estate Planning Team Inc
    They developed and continued to develop a great overall pan financially for now and the future and have connected us with excellent investors.  We feel very secure with their plans.  Everyone is very knowledgeable and personable.
    - Robert P.
  • A
    Purtill Financial LLC
    I recently met with Mr. Purtill and his two associates for about an hour to discuss updates to my portfolio as well as the potential sale of real estate property.  All three made insightful recommendations regarding my holdings.  The experience and professionalism of the team was evident.  I was told that I would have their follow-up recommendations soon.  The next day the suggested changes  were sent to me along with a note to call them if I had any questions.
        I am not a person who knows a great deal about investing in the stock market.  It is reassuring to know that  Purtill Financial LLC is watching my portfolio.  My returns since I began investing with them almost ten years ago have far surpassed my returns under one of the larger, more well known investment companies in the country.
        I have recommended Purtill Financial to several of my friends and family members who have since become satisfied clients. The fee only, no commission structure  has allowed us  to keep more of our investment profits. 
    - david k.
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Financial Advisors in Chardon

Companies below are listed in alphabetical order.

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