Copper Ridge Capital
“Top-notch financial management with a solid, tested investment strategy and unwavering commitment to providing exceptional client service/communication.”
Best Financial Advisors near Lakewood, OH
We have one firm in Lakewood on file, and it is on this list, along with 14 from towns including Cleveland (8, 6 mi), Westlake (3, 8 mi) and North Olmsted (2, 5 mi).
1 open 24/7 · 3 open weekends · 11 rated 4.5+
Data verified October 23, 2026
Upright
“It's a great experience so far, the project updates are provided on timely manner.”
Silverstone Tax & Wealth Management
“He went above and beyond, every step of the way, getting my taxes done with great efficiency, answering additional questions immediately and even writing a letter and successfully getting my IRS penalty and interest waived.”
Newman & Company, Cpas
“They found tax advantages others missed and they filed amendments for past taxes which were incorrect and recovered money for us.”
Ansevin Asset Management
“Truly caring of his clients and always has time for you whether it is in person, email or phone.”
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Intentional Divorce Solutions
“I would highly recommend Great lakes Divorce Financial Solutions as an essential resource to anyone going through a divorce.”
The 15 firms listed for Lakewood, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lakewood, OH
14 of the 15 firms on this page have a rating, from 4.3 to 5.0 across 291 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax planning (2), tax preparation (2) and tax services (2). 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 81 years. 1 offers urgent consultations; 3 offer payment plans; 2 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lakewood offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Retirement Oncierge Group
“Regardless of the complexity of the situation, they have stepped up and provided a solution.”
Accounting Business Services
“Been with them for almost a decade,John Mino prepares our taxes and is always up to date on new tax laws.”
Elios Financial Group
“With Jim's guidance and advice, I have been able to prepare for, and now, enjoy a comfortable retirement.”
Gerst Tax & Financial Services
“He is precise and efficient and is current in regards to Federal and State tax laws.”
Kuper Hilton & Kaminski
Jeff Zemito – Lakeview Wealth Management
“He is very dedicated to his profession and he always has our best interests with our investments.”
PNC Private Bank
“Competitive advisory fees and unlimited access to financial advisors and was able to consult with CFP.”
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Michael Dolezal & CO, Cpas & Business Advisors
Yurich Financial Group
Why these companies made our list
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