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Copper Ridge Capital
- Management
“Top-notch financial management with a solid, tested investment strategy and unwavering commitment to providing exceptional client service/communication.”
Best Financial Advisors in Lakewood, OH
The highest-rated Financial Planning & Wealth Management companies out of 191 vetted & reviewed in the Lakewood area.
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True North Tax Services
- Knows
- Tax Preparer
- Job
“I was in a real rush to get my taxes filed, I explained my situation to Greg, and he met me after business hours and was able to get my 1040 completed same day!”
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JL Smith | Holistic Wealth Management
Wealth Management, Retirement Planning, Insurance Advisory
“They get involved, understand client needs, and create roadmaps to financial security that incorporate investments, tax planning, social security, Medicare, estate planning, and more.”
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Upright
- Alternative Investment
- Borrowers
- Diversify
“I was skeptical at first, but the product is excellent, the team is prompt to answer any questions and I have always been satisfied with the responses.”
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Silverstone Tax & Wealth Management
Asset Protection, Tax Planning, Payroll Services
“Matt has always went above and beyond with the taxes to make sure every credit was issued, and if there ever was any issues, he was quick to respond and get the issue fixed.”
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Petrash & Co.
Industries, Business Services, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Newman & Company, Cpas
Industries Served, Virtual CPA Services, Business Services
“They are very thorough - They will find things you missed and think of things you did not think of, very quick to respond to emails, and always there immediately when I call.”
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Zuber Gardner Cpas
Motorsports Niche, Business Services, Tax Services
“They are super responsive to any questions and even go out of their way to help me with some extended family tax related questions that weren't related to my own taxes.”
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Anytime Tax
Tax Services: Businesses, Small Business Services, Tax Services: Individuals
“Jason with Anytime Tax guided me through my first business tax filing and I could not be more satisfied - he's a true professional who knows the industry inside and out.”
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W. A. Smith Financial Group
- Plan
- Speakers
- Team
“.Smith handling our retirement needs and highly recommend them to anyone, so much so that I personally would not recommend them to anyone that I didn't feel would respect them”
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Landing Point Financial Group
- Individuals
- Communication
- Questions
“Very happy with the professionalism and speed with which Susan Vasu and all others I have interacted with respond to my financial questions and concerns.”
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Ansevin Asset Management
Financial Planning
“Truly caring of his clients and always has time for you whether it is in person, email or phone.”
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Brookside Tax & Financial Group
The Brookside Gives Back Fund, Strategic Alliances
“He explained on the phone that the basic State of Ohio financial POA form only covers the basics covered under state law, and that other states might have slightly different POA coverage.”
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JBM Tax
Notary Services, Industries, Business Services
“Fast friendly service - nice office - got a bigger refund than I expected.”
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Intentional Divorce Solutions
- Asset
- Compassion
- Resource
“Working with Leah to understand the details behind the financial aspects of divorce was an important step to help me move forward based on knowledge instead of emotion.”
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First Invest
Restaurant Accounting Services, Property Management Accounting Services, Business Income Taxes
“Provided us with strategic planning services and program oversight and we have consistently experienced outstanding leadership, superior performance and could not ask for a better partner.”
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Retirement Oncierge Group
Tax Credits For Start Up Plans, Cash Balance Plans, Small Business Solutions
“They provide a high level of expertise to their clients regarding plan design and administration of both Defined Contribution and Defined Benefit Plans.”
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JK Investment Group
“Our team of experienced financial advisors will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.”
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Strang Klubnik & Associates
“Very well informed.”
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Dempsey Scheiman & Associates
Business Services, Tax Services, Services For Quickbooks
“Very professional - they take care of my business and personal taxes”
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Return on Life Wealth Partners
“Outstanding organization helping so many realize their financial goals.”
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Accounting Business Services
“Great People & Service, We've been using them for years !”
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Gerst Tax & Financial Services
Business, Quickbooks, Personal
“Love working with the team at Gerts Tax , we have been teamed up with them for 3 yrs now and wish its been longer , thanks for making sure we are always moving forward in the right direction .”
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Elios Financial Group
> Tax Planning, > Social Security Planning, Wealth Managment
“As individuals who were previously self-managing our finances throughout our entire working careers, the transition to working with Jim and his team at Elios Financial Group was initially met with some apprehension.”
Retirement Planning and Investment Management Services in Lakewood, OH Cost Estimates
Minimum cost
$1022
Maximum cost
$8683
National Average
$3065
Avg Per Hour Rates
$307
$2044
$5619
Average price range is based on
396 cost profiles
Why these companies made our list
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