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Finance Advising reviews in Mentor

  • A
    Concord Advisors
    The analysis was quite informative but the conversation and the ideas that they provided were the most helpful.  I plan to manage my own finances but they confirmed that I was on track and I am acting upon their ideas and suggestions.  They are a full service financial planner and will do as much or as little as you ask for.  Low pressure approach and they treated me like I knew what I was talking about.
    - CRAIG P.
  • F
    I got to the check out and the teller said that they would not accept my check.  She gave me a number for telecheck to call them and when I did they wanted me to send them old checks and a bunch of personal information in order to accept it which was ridiculous.  I had over $9,000 in my checking account at the time.  I went to the bank and withdrew the cash to pay for the school supplies which was very embarrassing.
    - John K.
  • A
    He doesn't charge seniors anything to advise them what to invest in. He is a very down to earth person and has been advising seniors since 1985. I am definitely not looking for another financial advisor.
    - ANTHONY M.
  • A
    - Philip G.
  • A
    Edward Jones
    - Ronald S.
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Financial Advisors in Mentor

Companies below are listed in alphabetical order.

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