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Finance Advising reviews in Chesterland

  • A
    The Estate Planning Team Inc
    The Estate Planning Team provides a vigorous examination of what you have now; what you need for your expected lifestyle in retirement; and what needs to be done to make sure these two match. The discipline used in performing a highly detailed examination will give you confidence in what steps are necessary to ensure income and expenses are mated year by year to retire without surprises.
    - Alan S.
  • A
    The Estate Planning Team Inc
    Went very well as it always does with Mark over the phone. We started working with EPT several years ago after discovering them on Angie's List, and it was one of the best moves we ever made. As far as the most recent phone conference call is concerned, we discovered our accountant had not figured our estimated 2016 income correctly, so our estimated state and federal estimated tax payments were not sufficient. Fortunately, after a call to our accountant, this problem was solved. This is the kind of professional services EPT offers: best way to minimize taxes over the long haul, taking into account total qualified and non-qualified sources of income, and how best to convert either sources to taxable income to maximize how much you get to keep over your life and to those inheriting, if required.
    - Alan S.
  • A
    The Estate Planning Team Inc
    We have been with the Estate Planning Team for 2 years, and consider this one of the most significantly important financial steps we've ever taken. Their thoroughness is beyond compare. This includes a complete examination of assets and liabilities in relation to where you are now to where you want to be in the future, and tell you what is and is not possible. They do not sell anything except confidence in the game plan created to carry you through your expected life span (and beyond, for those included in the estate).
    - Alan S.
  • A
    The Estate Planning Team Inc
    First meeting was simply an introduction to the services of The Estate Planning Team Inc. whereby the owner of the company used information supplied by us earlier to loosely show various scenarios with what could happen without planning vs. what could happen with a comprehensive plan with tax consequences taken into account. Accumulating retirement money while working is one thing; spending it down over projected life-spans is another. Since our first meeting and agreement to employ their services, we have had the first of six or more follow-up meetings with our planner, who will ultimately produce a comprehensive and detailed plan to move us not only into retirement, but through it.  It's early in the planning process, but we already  think we hit another home run using Angie's List.
    - Alan S.
  • A
    Klopp Investment Management
    The provider gave me excellent stocks to choose from and my stock has been rising ever since!
    - ANDREW C.
  • A
    Elios Financial Group
    They're not too big. They offer personal services and you feel like you know who you're talking to. I would recommend them.
    - Alan S.
  • A
    The Estate Planning Team Inc
    We've been using them on an ongoing basis. I like that they don't sell anything or account for anything. They're advisers on how to maximize your wealth.
    - Alan S.
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Financial Advisors in Chesterland

Companies below are listed in alphabetical order.

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