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Over 324 reviews for
Strongsville Financial Advisors from people just like you.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

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Financial Advising reviews in Strongsville

N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Strongsville Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Strongsville Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Strongsville Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Strongsville Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Strongsville Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Strongsville Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Strongsville Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Strongsville Financial Advisors Provider Name Locked
, I was told that
Strongsville Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Strongsville Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Strongsville Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Strongsville Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Strongsville Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Strongsville Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Strongsville Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Strongsville Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Strongsville Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Strongsville Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Strongsville Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Strongsville Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Strongsville Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Strongsville Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Strongsville Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Strongsville Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Strongsville Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Strongsville Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Strongsville Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
Strongsville Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Strongsville Financial Advisors Provider Name Locked
. He discovered
that Wells
Strongsville Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Strongsville Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Strongsville Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Strongsville Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

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!

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

858 North Franklin St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Cardinal Advisors

117 Edinburgh South Drive Suite 280

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 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 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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