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Over 240 reviews for
Strongsville Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Financial Advising reviews in Strongsville

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors 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!

24/7 Instant Payday Loans

1370 Ontario St
Cleveland

24/7 Payday Loans

584 E South St
Akron

Accelerated Benefits

5880 Venture Drive
Dublin

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

Ameriprise Financial

6393 Oak Tree Blvd Ste 105
Independence

ANN VERMILYE CERTIFIED FINANCIAL PLANNER

38427 KINGSBURY DRIVE
North Ridgeville

Bartin Accounting Services, LLC

Confidential
Cleveland

Bennett Land Title Agency LLC

1403 Tallmadge Rd
Kent

BetaFrontier, LLC

77 West Huron St

BIG Financial & Advisory Services

8043 Corporate Circle, Suite 2
North Royalton

Blue Horizon Venture Consulting

32 Pepper Creek Dr
Pepper Pike

BlueRock Financial Services,LLC

11005 Pearl Road #3
Strongsville

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bridge Insurance

1107 Portage Trail W
Cuyahoga Falls

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

Delott and Associates

4807 Rockside Rd
Independence

Easy Payday Loans

323 W Lakeside Ave
Cleveland

Ebert Financial Group, LLC.

12636 Mayfield Rd., Suite 6
Chardon

EDWARD JONES

20894 DRAKE RD
Strongsville

EMS Nationwide

515 E Pleasant Valley Rd
Seven Hills

ER CREDIT CONSULTING

5788 RIDGE RD
Cleveland

EZ TAX INC

6482 RIDGE RD
Cleveland

F.A.T. Freedom

4/41 Meinzinger Ave.

FIFTH THIRD BANK

6953 RIDGE RD
Cleveland

Financial Network of America

2214 Enterprise Parkway
Twinsburg

First Security Title

4367 State Rd
Akron

Fleck Financial

484 South Miller Road
Akron

FRC Financial, Inc

5469 Broadview Rd
Parma

Freyman CPA, P.C.

57 Washington Ave

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

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

Kelly's Tax & Financial Services

9703 Brookpark Rd
Cleveland

KELMAN & MOSES, INC.

2000 Auburn Dr
Beachwood

KISEL FINANCIAL SERVICES

7515 PEARL RD
Cleveland

Kristi M. Cline, CPA, Inc.

36368 Detroit Rd Suite C
Avon

Laser Tax

25111 Miles Road, Suite C
Warrensville Heights

LAURA A BUCK AGENCY INC

32730 WALKER RD
Avon Lake

Lendinero

848 Brickell Ave 603

LINSCO PRIVATE LEDGER

18400 PEARL RD
Strongsville

Lipkin, Somerville CPAs

1000 S. Cleve-Mass Rd.
Fairlawn

Lost Angels International, Inc.

1170 Peachtree Street NE

Malarik Financial Services

401 South St.
Eastlake

Marilyn Anderson State Farm Insurance

28299 Miles Road
Orange Village

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

Michael Brady & Co., LLC

25586 Bagley Road
Olmsted Falls

Midcap & Company

137 S Main St
Akron

Newman & Company CPAs

1801 E 9th ST
Cleveland

PRIMERICA FINANCIAL SVC

17200 PEARL RD
Strongsville

Quantum Evolution

14837 Detroit Avenue, #126
Cleveland

RAYMOND JAMES FINANCIAL SERVICES

2794 SOM CENTER RD
Willoughby

Raymond James Financial Services inc.

27600 Chagrin Blvd #220
Beachwood

RMM Financial Services, Inc.

24976 Center Ridge Road
Westlake

Robert Paul Capital Management

15512 Hilliard Road
Lakewood

Robert Poulock Industries

6509 Pitts Boulevard, Apartment 206
Northridgeville

Samuels Tax

1626 PEARL RD
Brunswick

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 Milestone Center

2780 S Arlington Rd
Akron

The Mutual Fund Store

3900 Medina Rd., Suite Q
Akron

The Mutual Fund Store

6327 Wilson Mills Road
Highland Heights

The Mutual Fund Store

475 W. Dussel Drive
Maumee

The Shumar Walden Group

35000 Kaiser Court
Willoughby

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

VNMutual Solutions Inc

1 Lincoln Centre

Westlake Advisors

24960 Center Ridge Rd
Westlake

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