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Over 298 reviews for
Strongsville Financial Planners from people just like you.

F
"Here's the timeline of actions and inaction that has
to where we find ourselves today: 9/26/14 - Contact Ohel/Duncanabout taking over" financials - explains circumstances 9/27/14 - Phone conference- Mr. Ohel indicates he will expedite financial plan to be able to make financial and investment decisions, estimates 4-6 weeks. Funds transferred will be kept in holding accounts until that is reviewed. 9/29/14 - Mr. Ohel sends forms to complete send in 9/30/14 - All completed documents and supporting account statements returned to Mr. Ohel 10/6/14 - Funds transferred from First American Bank to Ohel-
Group 10/8/14 - Mr. Ohel puts funds in insured money
account as agreed, pending review of financial plan and decision on investment direction 11/26/14 - All stocks and funds arrive at
, placed in
account as is - pending financial plan and decision on investment direction. 12/1/14 - Mr. Ohel emails to see if we would be able to review completed financial plan on 12/17 or 18. . 12/2/14 - We advise Mr. Ohel of impending surgery on 12/9 12/26/14 - Email Mr. Ohel and update him on results of surgery and pathology report and the impact it will have on hwork and on income. Ask for presentation of financial plan and investment decisions by mid January as after that will be in active treatment. Also advise Mr. Ohel that email is best way to contact us. 1/12/14 - Emails Mr. Ohel again (after no response to 12/26 email) - asking for presentation of financial plan so that investments could be made. Ask for info to transfer 401K 1/13/14 - Mr. Ohel assistant, who was cc'd on 1/12 email, responds with information on 401K transfer 1/13/14 - Mr. Ohel emails with questions needed to finalize financial plan to review prior to investment decision 1/13/14 - Respond to Mr. Ohel's questions, and gives clarification to items that are incorrect, including
's earning capacity, lack of college funding needed for graduate children, fact that condo was sold in 2013 and was not an asset. Refers Mr.Ohel to re-read email in same chain from 12/26 with additional details. 1/17/14 - Email Mr. Ohel asking for update on delivery of financial plan and status of all funds within the account. 1/20/14 - Call Mr. Ohel's office to try and contact, leaving message to please email response to recent emails asap.. 1/21/14 - Sister of client speaks to Mr. Ohel on our behalf : "He said that they are ready to move forward with your financial plan but he needs to speak to you and
first to make sure that you are both comfortable with their recommendations." 1/26/14 - Mr. Ohel emails to request time in mid-February to present plan and recommendations 1/26/14 - Respond to Mr. Ohel, indicating husband will be in treatment in mid February and asks again if plan is complete and would like to review that week. 1/26/14 - Mr. Ohel responds that he will be reviewing financial plan the following morning and after that will have a better idea of when it and investment recommendations will be ready. He asks to speak by phone that evening. 1/26/14 - Call Mr. Ohel that night per he request. Asks what is happening with money/stocks..still in holding accounts as they had been...that we do not want any stock sold until then. Mr. Ohel responds that all stock had been sold and put into their "program". Inform Mr. Ohel he did not have the approval to do so as they had not reviewed the plan yet. Establish date of February 5 @ 11:00 a.m. to review financial plan and recommendations. 1/27/14 - Stocks and funds from the Fidelity account actually sold - after Mr. Ohel was told we had not wanted that done and he had mis-stated that it already had occurred. Additionally, that entire week, the news and financial media were touting that Apple was indicating they were going to beat industry predications for fiscal Q1 2015. That report was released at 3:30 California time. The next day, Apple stock
5% and had continued its upward trend. 231 Apple shares were sold at $110.76 per share. Close on 2/6 was $118.93. Loss due to unauthorized sale: $1,887.00 2/4/14 - Receive hard copy of financial plan in preparation of call. On review, errors identified from email questions and others are still present - with investment recommendations, net worth and investment recommendations based on incorrect information. Call Mr. Ohel to question how that could happen - expresses stronglyconcern as to how much attention is being paid to their account, needs and expressed wishes. 2/5/14 - Email Mr. Ohel following up on items discussed on the phone the previous evening, posing specific questions and asking for answers before close of business. Mr. Ohel advised he was in meetings and traveling over the weekend and would get back to us next week. After Mr. Ohel does not respond, we made the following request: As we have lost 4 valuable months of investment time and investments were made without our approval or review, I ask that you do the following to make us whole: Waive any fees for your services Repurchase 231 shares of Apple stock, with the price differential from your sale to current value your financial r responsibility (approx. $2,000) Liquidate any investments you have made with cash with no fees and return cash of $150,000 to our First American Bank account Liquidate any investments you have made in my
account and return the exact amount of cash transferred (less the Apple stock value in October) with no fees charged to my Fidelity account 2/6/14 -Mr. Ohel responds that he no longer fills he is a good fit for our business. Turns account over to manager who advises that we have to pursue complaint process with
to address request which we are advised will take 6+ weeks.

-Gloria H.

F
"I contacted the company using the website/email service. They did response within two days asking me to fill out a DETAILED questionnaire which included banking," investment, and other personal information. I would have no problem doing this, but first I wanted to basic information about the company. I replied to their first email asking them what their "Fee Schedule" was. The NEVER responded ! I feel a financial service company should be open and honest UPFRONT ! My wife and I can not work with a financial service company who will not work with us the way we want and ONLY the way THEY want. If we can't trust them on this
matter how can we trust them with our money and retirement plan?

-Ronald W.

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Financial Advising reviews in Strongsville

A

Rating
We recently moved to Arizona from out of state and needed our estate documents brought into compliance with Arizona law. We had inquired with an attorney's office referred by family members, and the cost was going to be around $1,500. The attorney also requested detailed information on all our investments. We thought that was overkill for what we needed.
We found
Strongsville Financial Planners Provider Name Locked
through Angie's List, and it seemed he was in line with exactly what we were looking for.
He responded quickly and we arranged to meet. He came to the house to meet us and explained different approaches that would save our survivors time and trouble. He then requested minimal information that was pertinent to the disbursement of our estate. About a week after we provided the information, he visited again with all documents prepared for signature.
And he provided much more than only the estate documents. He provided a binder that also included information our designees would need in the event of one of us passing - financial accounts, insurance policies, mortgages and loans, document locations, contact information, medication lists and doctors, pet information, etc. It's an executor handbook that allows us to have everything in one place.
We have everything we need at 1/5 of the price of an attorney. The whole process from first to final meeting took 2 weeks.
Strongsville Financial Planners Provider Name Locked
is a very nice young man, and we found him to be a pleasure to work with. What else can we say - he's terrific.
- Elaine S.
F

Rating
We went to the seminar in October 2014, and told them we would like to talk to them about using the service. We waited., and waited. OK the Holidays are busy, but they'll call. Nothing.
January we e-mailed them a couple of times and got no response. February we call and leave a message. Couple weeks later we get an e-mail from
Strongsville Financial Planners Provider Name Locked
saying they'll call. No call. We e-mailed back and then he called. Apologized, he had been out sick.
OK, they said they would e-mail us a package and set up an appointment for 3/9/15. The ninth rolls around and we have heard nothing. So we called and told Mr.
Strongsville Financial Planners Provider Name Locked
we were cancelling and why. He said he had told his assistant to send the information out, and they are a good company and that they would be fine without us.


- charles W.
N

Rating
After making an appointment he was punctual by actually being 5 minutes early. His presentation was extremely impressive with his depth of financial planning knowledge. My wife and I have already recommended him to 4 of our friends.
- Michael P.
A

Rating
Very professional and knowledgable. Understood my interests and answered questions satisfactorily. I felt secure in leaving my decisions in their capable hands. They managed to help me protect my earnings and
- Susan A.
A

Rating
What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. we've been using them about 3 years.
- Terri B.
F

Rating
inDarrel does a Retirement Planning radio show on a local station. I have listen to him for years. My wife and I decided it was time to work on our retirement plan and I have impressed with things
Strongsville Financial Planners Provider Name Locked
has said in the past. I sent an email to his website with fairly detailed financial summary of our situation. I asked him for some basic question like: (1) Do you do Trusts, (2) Do you do Wills, (3) Roughly how much would the Retirement Plan cost? I received an email asking for my telephone number so they could contact me via a phone call. I replied I "preferred" to us emails for the initial phase of the plan. I heard nothing from the person.
I then asked for
Strongsville Financial Planners Provider Name Locked
's private email address that only he would read. I got his email address (at least I hope it was his). I told him what happened with the first person and asked him to assist me with the initial phase using emails. I have NOT heard back from him since I sent the email to him.
I feel any Financial Planning company that will not work with the customer is no one I can trust to help us with our Retirement Planning.
I "REALLY" don't understand why they are unwilling to work with us. I will have to look for a different company now.
- Ronald W.
A

Rating
He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.
- PAMELA W.
A

Rating
I've been working with
Strongsville Financial Planners Provider Name Locked
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
Strongsville Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Strongsville Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Strongsville Financial Planners Provider Name Locked
whether just starting out in your career, getting close to retirement or anywhere in between
- david G.

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

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

Easy Payday Loans

323 W Lakeside Ave
Cleveland

Ebert Financial Group, LLC.

12636 Mayfield Rd., Suite 6
Chardon

EDWARD JONES

20894 DRAKE RD
Strongsville

Elios Financial Group

30700 Center Ridge Rd
Westlake

EMS Nationwide

515 E Pleasant Valley Rd
Seven Hills

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

LAURA A BUCK AGENCY INC

32730 WALKER RD
Avon Lake

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

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

7071 Cedar St
Chagrin Falls

Stratos Wealth Partners

89 1 St St Ste 212
Hudson

Strongsville Accounting & Tax Service

10900 Pearl Rd
Strongsville

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

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