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.

Excellent and competent accountants. Specifically I'm referring to Cheryl S. ( not sure she'd want…read moreher full name listed). She has been doing my taxes for years and i gave total confidence in her. Highly recommend.

From the owner: Our business is our clients' financial well-being. We are the one-stop advisor that our clients…read moreturn to for their tax, investment, insurance, retirement & estate planning needs. Our mission is to make a difference in our clients' lives. Planning for retirement can be a lot like solving a jigsaw puzzle. Brookside is here to help put your pieces together. We begin by working with our clients to identify their short and long-term goals. We then use these goals as our primary focus to provide our clients with innovative strategies and solutions that result in security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Brookside. There are many pieces to your financial puzzle. Let us help you put your pieces together. Call today to schedule your complimentary strategy session. *Insurance offered through Brookside Tax & Financial Group, LLC. Investments offered through Brookside Financial Advisors, LLC

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.

I have had the pleasure of having Mr.Sam Melek do my taxes .He is very knowledgable, very…read moreaffordable,efficient and very professional.He's always a pleasure to deal with, If you want your taxes done right, professionally, and quickly, go to see Advance tax at North Royalton .

From the owner: Specialized in individual income tax preparation, Fiduciary income tax and income tax…read moreplanning.other financial services are offered on an individual basis.

They the expertise in many accounting area and friendly staff to help…read more Have multi companies that i need help on plus my issues on social security has wprked well with their team