Financial Advising in Columbus, OH

9 locations found near Columbus

“Cierra is truly amazing. 10/10 will be the first person I recommend. And this is based on the first call and a few follow up texts. Very professional, knowledgeable and willing to help. You can tell she truly wants to see her people win you just hVe to be willing to do the work. She gave me some great tips on how to improve my credit and even gave some how to’s in terms of business credit. True definition of a 1 stop shop!”

5 Superb92 Reviews

“We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.”

5 Superb66 Reviews

“Wendy has been great to work with over the last decade. We have been very pleased with her communications and our portfolio performance. She is a great resource to us and we have referred two family members who work with her as well.”

5 Superb17 Reviews

“I have been working with Nate Smock and his team in the Polaris office for a number of yrs prior to retiring 18 months ago. His responsiveness and professionalism has been outstanding in helping me navigate the transition. I appreciate his support and relationship. I would recommend.”

3.2 Average35 Reviews

“I opened accounts online and was contacted by the local advisors to see if I needed assistance. I was consolidating multiple accounts and they were quite helpful and attentive at making sure my needs were met.”

3.5 Good4 Reviews

“I just finished a session with Marne in Piccolomini and I have to say she surpassed my expectations. Not only is she versed with lending and gave me new insight but she coached me through my barriers and really helped me walk away with an actionable plan moving forward.”

3.1 Average43 Reviews

“Mike is fantastic. It's one thing to have the knowledge, but Mike and the rest of the crew at Blankenbecler Advisors help explain sophisticated tax issues and make planning recommendations in a way that business owners can understand and implement. In the two years we've worked with Mike, we've grown from a staff of four to a staff of 14.”

2 Poor7 Reviews