Financial Advising near North Olmsted, OH
10 locations found near North Olmsted
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Financial Advising
Financial Advising
“Had the pleasure of working with KC who was responsive answering multiple emails during the day. Less than a week of taxes being due, she squeezed my wife and I in for an appointment and got them done the next day at a very reasonable rate. Highly recommend them!”
Financial Advising
“I sought the services of the JL Smith Group to help with some initial financial planning and could not have been more pleased with my experience. The team was very professional and knowledgeable! They helped steer me on the right financial path and we’ve built a great rapport. I definitely trust them and look forward to continuing to use them for other financial services down the road!”
Financial Advising
“My husband and I are very happy to have Clint as our financial planner and tax preparer. My sister originally recommended him to us over 8 years ago, and we have been very pleased with the recommendations and financial investments in our retirement portfolio. Our tax situation has been complicated in the past, and I always stress before getting out taxes done. It has always been a better outcome than expected. Clint has a great staff, very efficient, friendly and helpful. His brother Doug (helping us now also) is very knowledgeable about investing in etf's with green energy, and investments that practice sustainability, as we add money in these sectors. Over the years, the track record or our investments speak for themselves. Last but not least, Clint is a great guy. We have depended on him, with challenges in the past with quick and efficent solutions. Thank you Clint and staff.”
Financial Advising
Financial Advising
“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. Their client service is exceptional and unquestionably second to none in my experience. I would not hesitate to vouch for and recommend Jeff, Amy and Jenni to anybody looking for financial services that Lakeview provides.”
8:30AM - 4:30PM
130 S Point Dr, Avon Lake
Financial Advising
“Been using the company for a long time and never been disappointed with the service and kindness of all the employees. I’ve depended on their advice many times and always used it”
Financial Advising
Financial Advising
8:30AM - 5PM
2001 Crocker Rd, Westlake
Financial Advising
“Incredible people here… have been doing my personal and business taxes here with Dave Wolf of many years now, almost decade. They are very flexible, friendly and fairly priced. ??”