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Finance Advising reviews in South Euclid

  • A
    The Estate Planning Team Inc
    The estate planning process required that I be an active part of the plan. I had lots of homework to do before an accurate plan could be developed and it was worth every minute of my time and effort to get an adequate picture of my current status and where I would be headed. I was taken through the plan step by step to be sure I understood all my options and solutions. I asked a ton of questions and each was answered thoroughly. What I appreciate the most is that the ultimate decision lies with ME. I make informed choices- there is no pressure; just objective facts and solutions. I have been a client since 2009 and I will be a client for life!!!!
    - Lynda C.
  • C
    PREFERRED FINANCIAL SERVICES
    It started off well, and Mike had good advice. But he was supposed to follow up on several items and never did. I think he just fell off the face of the earth. We expected more from him and were disappointed.
    - Matthew F.
  • A
    RAV FINANCIAL SERVICES LLC
    They were invaluable when my parents died in helping me with their estate, as well as advising me with personal investments. Their manner is professional yet extremely caring. Their charges are fee based, not percent based, so the pricing is very up-front. You know that their services are excellent in terms of responsiveness. They are willing to meet with me at least twice a year for annual reviews, and they do taxes as well. It is a full service firm, and it is generational--I have seen parents whose children follow in working with this company. They work with power of attorneys, living wills, scholarships, wise investments of your money, and they are responsive to individual comfort levels associated with risks with market adjustments.
    - BUNNY B.
  • A
    BURKHART AND COMPANY
    Eileen and her team do a super job. She is meticulous and give very solid advice. She got us out of individual stocks and into mutual funds that have well outperformed the market indexes. She's great.
    - DAVID S.
  • A
    INTERNATIONAL ORDER OF FORESTERS
    I WAS VERY IMPRESSED WITH JOEL ROBINS. HE HAD MANY DIFFERENT PROGRAMS TO OFFER, & TOOK THE TIME TO EXPLAIN EACH & EVERY ONE OF THEM & HOW THEY WOULD HELP MY FAMILY. I WAS ALSO SURPRISED & PLEASED TO FIND OUT THAT THE FORESTERS HAVE BEEN AROUND OVER 100 YEARS & THEY MAKE A POINT OF GIVING BACK TO THE COMMUNITY THROUGH CHARITY FUNDRAISERS, VOLUNTEERING, DONATIONS, & SCHOLARSHIPS. JOEL REALLY BELIEVES IN THE FORESTERS & YOU COULD TELL THAT HE WAS PROUD TO WORK FOR THEM AS HE REVIEWED MY OPTIONS. I WAS ALSO SURPRISED TO FIND OUT THAT THE FORESTERS ARE A NOT-FOR-PROFIT ORGANIZATION. IN THIS DAY & AGE, THAT IS REALLY SOMETHING TO BE PROUD OF. I INVESTED WITH A COMPANY THAT BELIEVES IN GIVING BACK TO THE COMMUNITY. THAT REALLY MAKES ME FEEL GOOD!
    - MONICA S.
  • A
    RAYMOND JAMES FINANCIAL SERVICES
    VICKI IS A VERY SOFT SPOKEN LADY- WITH A BRILLIANT FINANCIAL MIND. SHE DOES NOT PUSH OR TRY TO FORCE YOU INTO ANY INVESTMENTS WITH HER. SHE RUNS YOUR NUMBERS & SHOWS YOU THE PROJECTED EARNINGS. VICKI WILL ALSO EXPLAIN WHY SHE THINKS SOMETHING WILL BE A GOOD (OR BAD) INVESTMENT FOR YOU. SHE HAS ALSO RECOMMENDED AN ATTORNEY & AN ACCOUNTANT TO ME & I AM VERY PLEASED WITH THEM AS WELL. THEY BOTH ARE PERSONABLE YET VERY KNOWLEDGEABLE- JUST LIKE VICKI.
    - MONICA S.
  • F
    Daniel J. Lauletta
    He ripped me off terribly. I heard that he left the company that he was with when he sold me mutual funds. I invested with  him close to half a million dollars.
    - Herbert N.
  • A
    Sherry Fry
    She is so wonderful; I can not believe the service I get.
    - JOHN G.
  • A
    Brian Wasen
    He is exceptional with the service I receive from him.
    - JOHN G.
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Financial Advisors in South Euclid

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