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Finance Advising reviews in University Heights

  • A
    The Estate Planning Team Inc
    Great - Mark and his team are very responsive and helpful - the idea is financial planning and general financial advice - no stock picking or paying your bills - Mark will meet with your allied legal and financial people as needed too - we schedule regular phone calls and occasional meetings after the original in-depth financial analysis of where we are and then began to plan for the future - I like the fact that he listens, gives his advice, but respects our point of view on what we are comfortable with
    - Richard D.
  • D
    Overall our experience was not good. Initially we were told they would be happy to help us. A few months later we were told that we did not meet their minimum requirements, but they would work with us anyway. We should have been told this up front. We requested conservative investments, but we steered toward mutual funds, which lost a lot of money in the last year. We also did not understand the service charge for the funds. This should have been spelled out more clearly. I would recommend shopping carefully for a financial planner and being sure they work with small investors and understanding exactly what their fees are.
    - NATHAN J.
  • C
    It started off well, and Mike had good advice. But he was supposed to follow up on several items and never did. I think he just fell off the face of the earth. We expected more from him and were disappointed.
    - Matthew F.
  • A
    They were invaluable when my parents died in helping me with their estate, as well as advising me with personal investments. Their manner is professional yet extremely caring. Their charges are fee based, not percent based, so the pricing is very up-front. You know that their services are excellent in terms of responsiveness. They are willing to meet with me at least twice a year for annual reviews, and they do taxes as well. It is a full service firm, and it is generational--I have seen parents whose children follow in working with this company. They work with power of attorneys, living wills, scholarships, wise investments of your money, and they are responsive to individual comfort levels associated with risks with market adjustments.
    - BUNNY B.
  • A
    Eileen and her team do a super job. She is meticulous and give very solid advice. She got us out of individual stocks and into mutual funds that have well outperformed the market indexes. She's great.
    - DAVID S.
  • F
    Daniel J. Lauletta
    He ripped me off terribly. I heard that he left the company that he was with when he sold me mutual funds. I invested with  him close to half a million dollars.
    - Herbert N.
  • A
    Brian Wasen
    He is exceptional with the service I receive from him.
    - JOHN G.
  • A
    Sherry Fry
    She is so wonderful; I can not believe the service I get.
    - JOHN G.
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Financial Advisors in University Heights

Companies below are listed in alphabetical order.

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