Ms. Quinoñèz has been a valuable resource for myself and my family. The plans she put together for…read moreus have helped us to send our kids to college and save for retirement

Went to Sheffield office for 2nd opinion and retirement tune up. I prepared the survey and…read moresubmitted all current retirement statements and income sources. I drove the 45 minutes to the office and the advisor had nothing prepared but stated I was doing things properly. He saw my statement and realized I was paying .65 % for my management fee and told me that they do not discount their fees. When I asked what their management fee was , he would not disclose. No work was prepared because of this. I spent 3 hours preparing for this meeting and drove 90 minutes round trip for a 2 minute meeting. This is the only company that did not prepare any financial plan trying to get my business in the last 30 years. Steer clear of this company. They only want their fees and do not care about the customer.

We were invited to the Grove restaurant for dinner last evening to hear WA Smith present a…read morefinancial education seminar. The COO presented what he called 45 minutes of information and it lasted one and a half hours. I resent the fact that they wasted our time with information that is common knowledge, and just to hear the COO carry on like a wind bag who enjoys hearing himself talk. Of all the financial seminars I've been to this with no doubt the worst. I wouldn't invest a dime with this company.

Kelley Financial Planning has been the smartest decision my family has made. The peace of mind and…read moreadvice we have received from Michael more than justifies his low fees. We have been with him for almost a year now. Michael has helped me in starting my own business, quitting my old job and my wife transferring to a new job. He has provided guidance on all of this as well as our most important financial need of managing our retirement saving accounts. Mike is passionate about his clients and providing the best services he can offer, he eat, breaths, and sleeps finance. Mike has experience working for larger financial firms, and brings with him years of experience and wisdom from them. On top of all that he provides a friendly personal work experience that makes working with your accounts enjoyable and rewarding. He offers many tools for you and your family to get on track and organize your personal finances(and life!), and provides online software where you can easily see and understand your finances. If you're like me and try to manage all of your finances on your own and through your work provided accounts, I would seriously just call Mike and set up a meeting to see what he is all about. As you can read in this review, I am very happy with the time, services and experience Mike has provided for me and my family.

From the owner: You deserve transparent and conflict-free financial advice whether you're a millionaire or a recent…read morecollege graduate. I take great pride in simplifying the complex world of financial jargon and helping my clients get back to living their life.

I received an invitation for a financial seminar on Oct. 24, 2017. I registered on the website and…read morereceived an e-mail confirmation from Geoffrey D. Powers, the marketing manager, on Oct. 5. On Oct. 24 my husband and I arrived to the seminar and were told by Geoffrey that we are not in the list because someone from the company called us and we did not respond to the call. He even told they called 3 times. When I asked when, he looked in his notes and told we were called on Oct. 18. He did not allow us to stay at the seminar even though it looked like there were few people who did not show up. There was no single phone message or voice mail left from anyone from the company. Even worse, there was no calls from the company at all - I checked all my phone log records not just for Oct. 18, but for 17th and 19th. So Geoff plainly lied to us. There was another couple who came to the seminar and was told exactly the same thing. They told they did not get any messages or voice mails either. This is very unprofessional and unacceptable from any business and especially from the company marketing manager. I want everyone to understand and avoid dealing with the company where the marketing manager lies directly looking in people eyes!

From the owner: The Lineweaver Financial Group is a highly regarded financial advisory firm in Northeastern Ohio…read more Their independent professionals employ a unique Life-Stage-Mapping-Process! to create fully-coordinated financial plans tailored to your specific needs and those of your family

I've been working with Skylight Financial Group for a few months now concerning personal finances…read more So far, they seem very professional and willing to help out. I'll update my review as time goes on and I learn more about them, but their initial impression has made me glad that I am working with them on our personal finances.

Tried to get help on parents trust agreement. Original agent retired. Not even a courtesy return…read morecall despite agent's son still being involved in business. Wouldn't consider any financial planning if they can't extend needs to children and grandchildren. Retirement of an employee should not change how account continues to be handled.

Larry has had a relationship with my family for 50 years (plus or minus) He helped my father build…read morea portfolio that enabled a retirement in the mid 1980's that continues to sustain him today. competent, patient and great professional. He has supported my investments also.

The agents at Kennard Financial have been handling my finances for as long as I can recall. They…read moreare always patient & professional, and they have helped my portfolio grow...even in the worst of economies! I recommend them to all my friends.