-Find top-rated Service Providers

Find Top-Rated Strongsville Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid

69

Top Rated Financial Planners

15

Prevent buyer's remorse with us

  • Only 18% of Strongsville Financial Planners are reliable
  • Tardiness is the #1 complaint against Strongsville Financial Planners
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 268 reviews for
Strongsville Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Strongsville

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

identity theft
Financial Planning

Hacked Social Security numbers of Anthem customers and employees may be most vulnerable to identity theft.

cancer ribbon
Cancer/Oncology, Financial Planning

Advice and support to get the treatment you need without going broke.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Strongsville

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Strongsville Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Strongsville Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Strongsville Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Strongsville Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Strongsville Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
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.
- Vicki K.
A

Rating
Strongsville Financial Planners Provider Name Locked
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
Strongsville Financial Planners Provider Name Locked
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
Strongsville Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.

All Financial Planners in Strongsville, OH

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

Akron Legal Services

1865 Arndale Rd
Stow

ALL STATE INSURANCE

220 CENTER ST
Chardon

Allegiant Group Inc

189 W Clarkston Rd

Allstate's Sustar Agency

7359 Austin Powder Dr
Solon

Allstate's Sustar Insurance Agency

7359 Austin Powder Dr
Solon

Allsup Inc

300 Allsup Pl

Ameriprise Financial

6393 Oak Tree Blvd Ste 105
Independence

AMG Legacy Planning

10100 W Sample Rd

ANN VERMILYE CERTIFIED FINANCIAL PLANNER

38427 KINGSBURY DRIVE
North Ridgeville

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

CENTENARIAN ASSET MANAGEMENT CO

503 PORTAGE LAKES DR
Akron

Century debt Consolidation

352 South Main Street

CLIFFORD & ASSOC

4150 BELDEN VILLAGE ST NW STE 601
Canton

Clint Gault J D

35651 Detroit Rd
Avon

Credit Repair Cleveland

55 Public Square

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Delott and Associates

4807 Rockside Rd
Independence

Dunlap Wealth Management Group

14074 Trade Center Dr

Ebert Financial Group, LLC.

12636 Mayfield Rd., Suite 6
Chardon

EDWARD JONES

20894 DRAKE RD
Strongsville

Elios Financial Group

30700 Center Ridge Rd
Westlake

ER CREDIT CONSULTING

5788 RIDGE RD
Cleveland

FIFTH THIRD BANK

6953 RIDGE RD
Cleveland

Financial Network of America

2214 Enterprise Parkway
Twinsburg

Fleck Financial

484 South Miller Road
Akron

FRC Financial, Inc

5469 Broadview Rd
Parma

Freyman CPA, P.C.

40 Exchange Place

G E Wireless Security Systems

1225 Allendale Ave.
Akron

Gary Behrend - LiST it SELL it

148 N. Main St.
Hudson

GENEOS WEALTH MGMT INC

525 N CLEVELAND MASSILLON RD
Akron

Gold Leaf Capital Management

29712 Sylvan Dr.
Eastlake

GREGORY GROUP FINANICAL SERVICES

138 SOUTHWYCK DR
Chagrin Falls

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

Joseph & Joseph CPAs

11925 Pearl Road
Strongsville

K & K Enterprises Inc

24350 Steven Ave
Euclid

KELMAN & MOSES, INC.

2000 Auburn Dr
Beachwood

Klopp Investment Management

1801 E 9th ST
Cleveland

Lifeguard Financial

7536 Mentor Ave

LINSCO PRIVATE LEDGER

18400 PEARL RD
Strongsville

Lipkin, Somerville CPAs

1000 S. Cleve-Mass Rd.
Fairlawn

Lowell, Blake & Associates

141 Tremont Street

Malarik Financial Services

401 South St.
Eastlake

Marchand & Co CPA's PC

2003 Southern Blvd SE

Matrix III Income Tax Service, LLC

12678 ROCKSIDE RD
Cleveland

Matthew B Maxwell, CFP

UBS Financial Services, 2055 Crocker Rd.
Westlake

McCarthy & Associates

110 W STREETSBORO ST
Hudson

MCDONALD FINANCIAL GROUP

13550 FALLING WATER RD
Strongsville

Newman & Company CPAs

1801 E 9th ST
Cleveland

Premier Solutions Group

15887 Snow Rd
Brook Park

PRIMERICA FINANCIAL SVC

17200 PEARL RD
Strongsville

RAYMOND JAMES FINANCIAL SERVICES

2794 SOM CENTER RD
Willoughby

S P Johnson Group

2025 Delaware Ave

SECURITIES AMERICA INC

15300 PEARL RD
Strongsville

STEPPING STONE FINANCIAL INC

7160 CHAGRIN RD
Chagrin Falls

Stratos Wealth Partners

89 1 St St Ste 212
Hudson

Sturgill Insurance Agency

445 W. Liberty St., Suite 215
Medina

TAX-PROS

10497 MAIN ST
Mantua

Tax-Pros & TLP Advisors

9834 VALLEY VIEW RD
Macedonia

The Estate Planning Team Inc

16600 Sprague Road
Cleveland

The Swift Tax Group

2150 West 117th Street
Cleveland

THOMAS J BENTKOWSKI & ASSOC

11221 PEARL RD
Strongsville

True Wealth Design

700 Ghent Road
Akron

Turney Tax & Financial Services

5706 Turney Rd
Cleveland

United Gold Direct

2945 Townsgate Road

Vago Insurance Agency LLC

18953 Stony Point Dr
Strongsville

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati

Westlake Advisors

24960 Center Ridge Rd
Westlake

Join Angie's List to get the best local reviews in Strongsville.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money