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Finance Advising reviews in Strongsville

  • A
    The Estate Planning Team Inc
    Meetings have been informative and has resulted in a good financial tool for planning into the future.  Staff are friendly, professional and very knowledgeable.  Great group to work with.
    - Susan K.
  • A
    The Estate Planning Team Inc
    They had high quality planning and financial advisory. They are excellent at your income, debt, and lifestyle analysis and planning how to manage those assests.  They continously provide eduaction from the service.  They have quarterly seminars which I attended before hiring them.  This allowed my wife and I us to reach one mindset for estate and financial planning.  They were no pressure.  It took my wife and about four months before making a decision to move forward with them and they were fine with that.  My wife felt that this one of the nicest gifts that I have ever given her.
    - Louis C.
  • A
    The Estate Planning Team Inc
    My wife and I couldn't be any more please than we are with the Estate Planning Team. Right from the start they were very friendly, professional, and extremely thorough. Every detail was covered as though we were family members. Their knowledge is vast and produced a high level of confidence that our plans for the future could not be any better laid out. We had been searching for several years to find someone we could rely on to perform this service and we consider ourselves lucky to come in contact with this firm. They come with our highest recommendation to anyone looking for someone to get their financial house in order! We would like to also mention that their rates are very reasonable considering all the time and effort they lavish on their clients.
    - BRENDA & JIM B.
  • A
    CORNERSTONE FINANCIAL ASSOCIATES
    I've also spoken with him at length on the phone about the same issue. He is very friendly, informative, and non-aggressive in his sales pitch. He was willing to speak with me on the phone without charging.
    - CHARISSE A.
  • A
    The Estate Planning Team Inc
    unknown
    - CHERYL P.
  • A
    The Estate Planning Team Inc
    Don & Mark are very knowledgeable about finances. They presented their plans in a simple format that was easy to understand. We were very fortunate to pick this company to guide our future.
    - Judy L.
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Financial Advisors in Strongsville

Companies below are listed in alphabetical order.

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