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Recent Finance Advising Reviews in Cuyahoga Falls

  • A
    The Estate Planning Team Inc
    They do an excellent job! They are on top of everything from tax to investments, and they made our retirement transition very smooth. I can't recommend them highly enough.
    - Joan G.
  • A
    The Estate Planning Team Inc
    This is the team if you want to get a handle on your future retirement plans. Be prepared to provide details and once the plan is done, you will reduce unknowns.
    - Robert W.
  • 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
    Excellent on their part. Putting together a plan is a challenge and time consuming. But they had all the main data inputs covered in the set up processs and continued asking questions to get my whole financial picture. They also discovered tax land mines that would've cost me dearly had I not made allowances for it.
    - Mary W.
  • A
    The Estate Planning Team Inc
    Great - Mark and his team are very responsive and helpful - the idea is financial planning and general financial advice - no stock picking or paying your bills - Mark will meet with your allied legal and financial people as needed too - we schedule regular phone calls and occasional meetings after the original in-depth financial analysis of where we are and then began to plan for the future - I like the fact that he listens, gives his advice, but respects our point of view on what we are comfortable with
    - Richard D.
  • A
    The Estate Planning Team Inc
    We first started using their services about 5 years prior to retiring to make sure we were fully prepared. They took us thru a series of Issues related to retiring over the course of about 10 weeks, projecting out our costs and finances to roughly 100 years of age. Being fee based we weren’t worried about being sold a product they were just trying to make money on. The items we needed, like long term care insurance, a will and trust and annuities were well researched prior to being recommended. We continue to use their services which allow us to adjust for yearly changes in our needs and investments.
    - Joan G.
  • A
    The Estate Planning Team Inc
    Initially a great deal of time was spent with the team developing our family financial goals, before any plan was proposed. There is annual maintenance of the plan taking into consideration family situation changes, income and lifestyle changes and tax laws. Have been with this provider for 19 years. There was an all inclusive fee for the original plan, paid for many times over in past and future tax savings. Our original plan involved establishing various trusts which entailed additional legal fees. The entire staff is knowledgeable and responsive.
    - Dennis F.
  • A
    Newman & Company CPAs
    A friend did my taxes for years--a complicated process because I have 5 to 6 sources of income each year and numerous deductions associated with each, including one that involves 1099's for several other people that I pay and manage. I had no idea where to turn to get someone to do my taxes who would make sense of my work and the many tentacles of it. I went on Angie's List to find a knowledgable tax accountant and settled on Newman & Co. CPA's because of their reviews, and it was the right decision. After owing thousands of dollars at the end of every year--last year over $7,000 to both the state and federal government--I nearly fainted to see I owed the federal government only $225 this year and I was getting a return of $488 from the state. I don't remember the last time I finished the tax year in the black on either return. The comprehensive information-gathering process used by Newman & Co. includes a profile of several pages that prompted me to be more thoughtful than ever about my earnings and deductions; their tax and business advice was friendly and personalized; I had the feeling throughout the experience that I had made the right choice and I was in good hands. Liz and Steve are responsive, professional and personable. I got the sense from both that they truly cared about the work I do and how they could help me do it better. I paid Newman to do both my taxes and my son's taxes, this year. I gladly wrote a check for three times what my friend had charged to do our. It was a small fee for the enormous satisfaction I had this year to see a tax return and not a huge balance owed to the IRS and state treasurer. I've written a review for several services, but don't remember writing one that is more heartfelt and appreciative.
    - Chic C.
  • A
    Newman & Company CPAs
    Steven Newman is an angel among men. He calmed my anxiety over the tax troubles I was having, created a plan of action, and is helping me get my small business back on track for an extremely affordable cost. I would highly recommend his services for any small business owner who like me, has no idea what they're doing tax-wise. His staff is friendly and knowledgeable and I will definitely be back for any other accounting needs that arise going forward.
    - Emma W.
  • A
    The Estate Planning Team Inc
    It went VERY WELL. We are very pleased and plan to stay involved with them for many years to come. They have answered all our questions on a timely basis and very willing to explain things in detail. They have been willing to run various "what if" scenarios. They are proactive in emailing us to see if we want to set up various meetings throughout the year. We have recommended them to our friends.
    - Michael S.
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Financial Advisors in Cuyahoga Falls

Companies below are listed in alphabetical order.

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