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Finance Advising reviews in Parma

  • 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.
  • A
    The Estate Planning Team Inc
    Their years of experience in guiding people thru the ins and outs of preparing for retirement made us able to sleep at night and not worry that we'd forgotten something. We continue to work with them to make the best decisions from a tax basis on our yearly financial requirements.
    - Joan G.
  • C
    The Estate Planning Team Inc
    I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList.  I reached out to them for information on education saving and received you basic "hello" and introductory email from them.  I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids.  Apparently they are not interested in my business as no one has responded.

    After this review posted I did get a response and it was helpful.
    - Vicki K.
  • A
    The Estate Planning Team Inc
    We started working with TEPT 3 years before planned retirement. They took us through step by step, the projections for our retirement till age 100. They helped us to select long term care insurance and life insurance and do yearly updates to keep us on track. They are a full service retirement and estate planning company.
    - Joan G.
  • A
    Towarnicky Financial Services
    Larry is very personable and knowledgeable about the services and products he sells. He can explain these complex products clearly and compare them for your best advantage. He is a bond expert too. What I like best about his service is, that he is pro-active and prompt.
    - GALE C.
  • A
    Lifeguard Financial
    unknown
    - Louis G.
  • A
    WACHOVIA SECURITIES
    unknown
    - Edward H.
  • A
    The Estate Planning Team Inc
    Very well from their free planning Seminar through 4 to 6 visits to complete our financial direction.
    - Robert D.
  • A
    AMERICAN EXPRESS FINANCIAL ADVISORS INC
    SHEILA IS ONE OF SEVERAL ADVISORS W/AMEX. SHE'S VERY INTERESTED IN US AND OUR LIVES AND GOALS. I NEVER FEEL LIKE SHE'S TRYING TO SELL AN AMERICAN EXPRESS PRODUCT.
    - ALYCIA C.
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Financial Advisors in Parma

Companies below are listed in alphabetical order.

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