Best Financial Advisors in Lakewood, OH

“Personalized attention from all staff members.”

“Whether I have needed their services for personal or business accounting services, they have been professional, efficient and responsive with every interaction.”

“Matt makes sure to walk you though every part of filing your taxes and any other legal questions or concerns you may have and makes sure to leave you 100% satisfied!”

“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!”

“They get involved, understand client needs, and create roadmaps to financial security that incorporate investments, tax planning, social security, Medicare, estate planning, and more.”

“Matthew was the agent assigned to me, he's super competent and has been great - he made sure my account was complete, verified my identity (which was stolen in the past, so I appreciate his diligence), and we discussed all the details about the refin...”

“I have been working with these guys for 25+ years.”

“I have worked with Rick Nagy for years and have always had great service in a very professional manner.”

“Truly caring of his clients and always has time for you whether it is in person, email or phone.”

“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.”

“Leah brings many good points / a seasoned perspective into the conversations that is truly helpful when one has not gone through anything like this before.”

“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.”

“Billings + Associates will take necessary time to answer any issues or questions in a timely fashion.”

“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.”

“I've dealt with George and Diane for over 30 years..”

“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”

“Professional, highly skilled, kind, hard working, reliable, and attentive are all words/phrases that very quickly come to mind when reflecting on the last 10+ yrs of working with Jeff Zemito and his team at Lakeview.”

“At my present job, I have worked with these accountants for about 5 years.”

“Advanced Dealer Solutions is a cutting-edge company run by exceptionally knowledgeable and skilled professionals with decades of proven experience in the Automotive Industry.”

“We have in-depth knowledge of key industry sectors as well as access to the strategic partners, banking institutions, and private investment firms active in those sectors.”