Amazing! I was so far into debt I never thought I could get out from under the weight. I am now…read moreon a path to being debt free, have some savings, a plan and geared to continue on this path. Denise really gets me! So easy to talk to and really understood my situation. I am telling all my friends, even the ones that think they are financially okay that they really need to talk to her! Thank you Denise for helping me attain my goals - by this time next year I will be debt free (if not sooner!)I am so glad we are working together and you really do know your stuff!!!

From the owner: What you get when working with Denise: A seasoned professional that cares about your wellbeing!…read moreI’ve been around the world and believe life only puts on our shoulders what we can bare. Even rock bottom helps us grow and I understand financial struggles because like most people, I have experienced them myself. My passion is personal finance and I share tools with clients along the way to financial freedom. I will guide you until you’re ready to walk alone!

Murray Kosmin is an incompetent financial planner with a passive-aggressive, petulant and…read moreself-deluding personality. He has taken advantage of my elderly father for self-serving reasons and not complied with his investment wishes when my father wanted to move his money out of Mr. Kosmin's firm. I have reported Murray Kosmin to Finra.org and Ohio Division of Securities. Please go elsewhere with your investments for peace of mind.

Mike Sheppard is a GREAT financial advisor! He's making it possible for my wife and I to retire in…read more20 years. Mike is very passionate about his clients. He's very knowledgeable about investments, and tax deductible retirement account. He knows when it benefits to roll over current retirement accounts into either a traditional or Roth IRA. Mike knows all of his tools that Edward Jones provides to him to know what stocks one should sell, or buy, and when to buy it. He understands all the graphs, and he enjoys explaining everything to you. I feel so comfortable with Mike Managing my money. Mike understands how to use dividend paying stocks to increase the growth rate of your portfolio. Mike knows how to use those dividends to reinvest into your portfolio. Mike showed me what to expect at retirement with no B.S. or embellishments. My name is Douglas Niemeyer and Mike Sheppard comes highly recommended.

From the owner: Edward Jones is an investment firm that believes your financial goals deserve a face to face…read moreconversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kip and John are the best financial planners I have ever had the pleasure to work with. They…read moreactually care and listen to their clients. If you're looking for consultants in the Cleveland area that are the top financial consultants, they are it!

From the owner: Having a plan is good, but having the right plan can make all the difference. With over 15 years of…read moreexperience in the financial industry, I understand the importance of customized retirement, investment and wealth management plans. I am committed to building a relationship with each client based on integrity and a clean understanding of your individual financial situation. Let me help you find the find the services and products to make your plan the right plan. Call today to schedule your risk free consultation.

For more than 15 years, we have relied on Jeff as our top-notch financial consultant. His expert…read moreguidance and impressive track record have consistently delivered excellent returns on our investments. Jeff's unwavering dedication to his craft is evident in the personalized attention and care he provides, always prioritizing our financial well-being. His professionalism and loyalty truly set him apart as a standout in his field. We are truly grateful for his exceptional work ethic!

Our experience with Skylight Financial Group has been exceptional ~~ beyond exceptional! Jeff has…read moregiven us a wealth of information and guidance as we set ourselves up for our future and retirement. The whole process has been a wonderful experience and now we feel as though we're finally on track to explore more in our future while being able to maintain our lifestyle. I would recommend this group to everyone! Thank you so much!

I have had a financial advisor most of my adult life, even when I had very little in my 401(k)…read more While my previous advisor was good, I found the Affinity Group filled in a couple more areas of expertise primarily real estate investing that was appealing to me. It's nice that this firm does not try to be expert in everything but rather teams with experts in several areas. I feel they have provided a well-rounded and complete financial experience. I would recommend them to those still working, and those retired. They will certainly sit down and talk with you at no charge and are low to no pressure to choose their firm. The most important thing is they are a fiduciary type firm, and can supply all investments and are not locked into a specific firm. Please contact them for more information. I'm a very satisfied customer.

From the owner: Our firm financially advises hundreds of families in the Canton, Ohio area. We offer comprehensive…read moremoney management plans for any individual, family, or business looking to plan their future.

Having been clients of King Insurance for several years now, we made the switch from State Farm due…read moreto a series of unfavorable encounters and have been satisfied with our choice to go with an independent broker. Debbie, our main point of contact, consistently demonstrates responsiveness and accessibility. Her extensive background in the insurance sector proves to be invaluable as she is our go-to person for any inquiries we may have. Debbie's dedication and willingness to exceed expectations for her clients are truly commendable. We wholeheartedly endorse Debbie and King Insurance to others.

Bob King Jr. is the best insurance agent in Ohio. My husband and I decided to stay with him when we…read moregot married (my parent's have had Bob as their agent for years). Best decision of our married lives. When we were transfered to a new agent with State Farm, I immediately found myself looking for Bob. I am so glad we were able to go back and increase our coverage for LESS money than what we were paying. I thank my lucky stars for him and his office. Also, Debbie is an insurance goddess who is the most knowledgeable person on any policy you could want. She will always steer you in the right direction and she will give it to you straight. Thank you King Insurance! --Loyal customers for 6 years.

Mr Sexton and his staff have been my advisors for well over a decade. They have been working toward…read moremy successful retirement and with Gage and Megan helping create a well balanced portfolio and excellent communications.

From the owner: Western Reserve Capital Management is a fiduciary financial advisor in Hudson, OH. As a certified…read morefinancial planners, we help with investments, tax planning, and retirement income.

I heard about daily money managers from my mom who uses one in the DC area. As a busy professional…read morewoman who has very little time to organize my own personal finances, my mom suggesting looking up daily money managers in my area. I found Carol @ Temersondmm.com (I think she is out of Medina OH) and have absolutely LOVED the relationship!!!! I no longer worry about getting behind on bills, pulling together tax documents for my tax guy, and, with her help, I have even started saving money for vacations I really need to start taking. Carol is calm, caring, professional, and always listens to my needs. Mom was right :)