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Cleveland Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Cleveland.

PFS Investments
5.0
from 6 reviews
  • 41 years in business
  • 19 hires on Thumbtack
Ashley J.
Verified review

I thought I'd die working, never had a financial game plan until now! Mark has showed me how I could retire early, I'm on track now to quit working on my own terms by the time I'm 55. If you need financial advice this is the guy you need to see! Oh, I almost forgot....he never charged me a fee!

FRC Financial
5.0
from 4 reviews
  • 3 hires on Thumbtack
Beverly O.
Verified review

i have been very happy with services provided by FRC. I find my counselor to be very knowledgeable about the financial scene, taxes; and concerned about my own personal financial well being

  • 1 hire on Thumbtack
Elizabeth R.
Verified review

Ms. Jackson hosted an informational presentation on matters related to personal financial health. Her professional demeanor & extensive knowledge on the topics was of great use to participants. We look forward to her next engagement with our group.

About

I'm a financial adviser who loves to help people become debt free, prepare for retirement, and gain the financial freedom they have always wanted.

About

We offer financial planning for professionals, physicians, executives, business owners and retirees. Fleck Financial is an independent financial services organization that can provide commission-based and fee-based services depending on your preferences and needs. Services offered: * 401K rollovers * IRA rollovers * 529 college savings * education savings accounts * life insurance * disability insurance * long-term care insurance * institutional managed accounts * retirement income planning * mutual funds * fixed annuities * variable annuities * bonds * stocks * asset allocation * insurance evaluation * wealth management * registered investment advisor

About

I enjoy working with my clients and getting to know them. I am not just looking to sell products. I am in the business of getting to know my clients on a business and personal basis. Often times for my senior clients I also get to know their children when I am doing estate planning or asset planning services for them. I hope people enjoy getting to know me, as much as I enjoy getting to know them.

About

Michael Sidoti of Blu Dot Financial, LLC, located Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: tax management, retirement strategies, investment management, estate conservation and insurance planning.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.

About

Daniel's Financial Group is a relationship-driven financial service firm dedicated to providing its clients with needs-based solutions to their long-term financial services objectives.

About

I believe there are too many financial fast talkers in the financial services industry. They are only looking out for their own interests and very often deliver biased advice. I provide the training, tutoring and education that allows people to protect their financial well being from the very basic needs to advanced investment planning and risk management.

About

Partner-owned and -operated, Stratos Wealth Partners is an independent registered investment advisory (RIA) firm that prioritizes its client's interests, placing them at the forefront of every action taken and decision made.

About

Investments, Annuities .

About

At ISD Financial Ohio, we want your business to be as successful as it can possibly be. Our mission is to provide businesses with financial solutions, meeting each client’s individual needs through exceptional client service, extensive industry expertise, and business practices grounded in integrity, security, and dependability. To work with ISD Financial Ohio is to work with a trusted partner and valued friend. Mike Zappone and his team work to reassure all clients that they matter! Our #1 goal is helping your business grow! Merchant processing: ISD Financial Ohio services include professional credit card rate analysis and processing cost comparison, in which clients typically save 15% to 20%. Call Mike Zappone of ISD Financial Ohio to learn more about how our merchant processing services can provide solutions for your company! Credit card processing: Are you looking for ways to lower business expenses? ISD Financial Ohio can help! Knowing that credit card transactions represent a large part of most businesses’ cash flow, we specialize in offering credit card processing solutions. Our guarantee of superior service combined with our affiliation with First Data, the world’s largest provider of merchant processing services, allows us to offer compatibility with virtually all major point-of-sale systems, credit card terminals, software, and internet gateways. And our simple application has no fees attached! ISD Financial Ohio provides merchant processing services for a wide variety of businesses, including the following: - Retail business - Restaurants - Mail/Phone order businesses - Internet businesses - Grocery stores - Hotel/Lodging - Auto rental - Utility companies - Petroleum/Pay at the pump Check processing: As a business owner, you know that some customers simply prefer to pay by check. However, you may be reluctant to accept personal checks due to bad checks you’ve received in the past and due to the time-consuming task of depositing checks. At ISD Financial Ohio, our Check Conversion and Check Guarantee programs allow you to accept checks at the point of sale like credit cards, and they guarantee that the check amounts will be deposited into your account, regardless of insufficient funds! Gift and loyalty programs: Everyone loves a gift card. Did you know that more than 50 billion gift cards are sold every year? Gift and loyalty programs offer a boost to businesses. Here are some facts and statistics explaining why: - Spend an average of 40% more than the card’s value - Make an average purchase of $59 - Mail/Phone order businesses - Average more than one visit to redeem the card’s value - Redeem less than the full value of the card 86% of the time

About

I help people to build a solid financial foundation through education and service.

About

We're a 5 star tax office based in Parma Ohio for over 35 years.

About

We have been in business for 20 years, providing reliable professional tax preparation for small business and individuals.

  • 8 years in business
About

I am dedicated to helping my customers identify and remove barriers that prevent you from achieving YOUR goals, dreams and lifestyle.

About

I'm an independent consultant providing financial and systems' expertise to small and medium-sized businesses. My specialized services include performing gap analysis, risk and cost/benefit analyses, business process engineering, and implementation of accounting and ERP systems. I specialize in MS Dynamics GP.

About

Stratos Wealth Partners is an independent, partner-owned and operated Registered Investment Advisory (RIA) firm that places client interests at the forefront of every decision made and action taken. Services include executive compensation solutions, estate planning, cash management services, business succession planning, retirement plan, insurance and risk management, education plan solutions, tax strategies estate planning, fee-based personal financial planning, etc.

About

Michael Sidoti of Blu Dot Financial, LLC located in Akron, Ohio, is providing financial resources for the medical professional. Combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele, as well as the following services: * Tax Management * Retirement Strategies * Investment Management * Estate Conservation * Insurance Planning

About

We are an insurance and financial services agency. We're a family of professionals dedicated to empowering our clients to manage the risks of everyday life, recover from the unexpected, and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor and improve the quality of life in the communities where our clients live and work. We choose to provide world class service -- we are the gold standard!

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