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Recent Finance Advising Reviews in South Charleston

  • A
    rebel Financial
    Very informative visit.  Rebel Financial offers many online tools, videos, etc. on their website to help a layperson like myself understand my finances and optimize my retirement savings.
    - Janet C.
  • A
    Jessup Wealth Management Inc
    Matthew is a pleasure to work with and extremely knowledgeable.  He is well spoken and really listens to his clients needs.  I recommend Matthew to everyone and their financial needs. 
    - Traci C.
  • A
    Kenneth A Pikor Financial
    My taxes were more complicated than normal. Ken did a great job and was very fast. He also gave me good advice about future earnings situations in a new business I was considering. He currently sends periodic information that is pertinent to my career field.
    - CINDY R.
  • A
    Kenneth A Pikor Financial
    We have used Ken's tax preparation services for several years. We trust Ken with our complicated tax situation, so we turned to him when we were ready to establish retirement accounts. We are in our early 30s and wanted a reliable, trustworthy, and knowledgeable financial planner to walk us through the steps. Ken met with us on a Saturday and spent several hours discussing our options and long-term goals. He explained the technical terms and patiently answered questions. When the market turned in 2008, he promptly returned our calls and devised a new strategy. Following the birth of our first child, we again turned to Ken to create a 529 college savings account. Although we recently moved away from Columbus, we will continue to use Ken for our financial planning and tax preparations. When you work with Ken, you know that he has your best interests at heart.
  • A
    We are very pleased to report that our assets continue to climb even though at our age, we are invested in conservative funds.
    - BRIAN F.
  • A
    McCarthy Wealth & Tax Advisers
    They provided an excellent service. They were very friendly and cordial at the introduction, They keep their education current. They are fee based as far as charges are concerned. The are very customer oriented.
    - Edna F.
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Financial Advisors in South Charleston

Companies below are listed in alphabetical order.

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