Here’s The Deal: Jerome A. Rieke has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He graduated from the Olin School of Business at Washington University in St. Louis and started a career with Edward Jones, confident in his plan to become an investment banker who could show big companies how to multiply big dollars. In 2001, he became an Edward Jones financial advisor and holds the CPWA® designation. Edward Jones specializes in investment management, prioritizing exceptional customer service. The firm works closely with your accountant, attorney, and other trusted professionals to create strategies that use everyone's expertise. Their financial advisors are committed to supporting clients throughout their lives, offering guidance and help as situations change. Their team is ready to help you reach your goals, and it all starts with a conversation. Give them a call soon.
3 Best Financial Services in Akron, OH
Expert recommended Top 3 Financial Services in Akron, Ohio. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 EDWARD JONES - JEROME A RIEKE REVIEWS
Jerome took over our account a number of years ago when our adviser left the company and we have been with him ever since. He is very knowledgeable and takes the time to explain all of our options. He has worked with our account, or anyone else we need to pull our big picture together. Ver satisfied, thank you Jerome.
Jerome & Deb are the BEST hands down. I’ve worked with many financial advisors in the past and Jerome far exceeds any standards and sets the bar. Deb & Jerome are both very personable, thorough and they follow through with any questions through the investment and portfolio process. Highly recommend.
Jerome has been my financial advisor for many years. He is the best. Knowledgeable, respectful, caring and extremely competent. When his assistant retired, we missed her a lot. However, Deb has been an excellent replacement. Glad she is on the team.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Sequoia Financial Group is one of the best financial consultants in Akron, OH. Tom Haught is the firm's president and chief executive officer. As president, CEO, and founder of the group, his goal from the very beginning has been to structure the firm in a way that allows a unique team-based approach to financial planning services and client relationships. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and holds Series 65-NASAA Investment Advisors, Series 7, 24, 53, and 63 licenses. The team at Sequoia Financial Group offers a way for you, as an individual or business owner, to take control of your financial future. They work alongside you to create and achieve your financial goals, objectives, and dreams. They relentlessly strive to be your most trusted advisor. They are passionate about providing the highest technical expertise within a friendly, down-to-earth, compassionate environment. Their salaried professionals work as a team and focus on what is best for you. Their clients are their greatest asset, and they work tirelessly to earn and retain your trust and business. They are intuitive about balancing your capital needs with your wealth. Their planning team also supports their relationship managers and their ongoing planning-based relationships.
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TOP 3 SEQUOIA FINANCIAL GROUP REVIEWS
From advising to management to outcome, we have found the professional team at Sequoia Financial Group to rise above so many other companies that we researched to be our wealth manager. Every member of the team treated us with integrity, sensitivity to our personal needs, and confidence in the management plan. Our valued investment experience with Sequoia Financial Group has been exceptional. We are so grateful that we made this important choice.
Sequoia is more than a group that manages its clients hard earned savings. They are a group of people that are humble and share common values. They truly put the clients goals and needs first. I am very grateful to work with such an amazing team of people. Thank you to the Sequoia team for all you do regardless of the amount someone has trusted you to manage.
As a retired Banking and Finance Instructor, I was pleasantly surprised at Sequoia Financial Group’s complimentary and updated financial literacy materials. I found them helpful and informative. Their staff was friendly, courteous and helpful, very proactive in sharing their educational resources, even with someone who wasn’t a client. I would definitely return to them for advice and assistance in the future.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Symphony Financial Services, Inc. Akron Financial Services Symphony Financial Services, Inc. Akron Financial Services](https://threebestrated.com/images/SymphonyFinancialServicesInc-Akron-OH.jpeg)
Here’s The Deal: Symphony Financial Services, Inc., is an independent Financial planner in Akron, OH. John Y. Kim is the president of the firm. He holds Series 6 & 7-General Securities Representative registrations, Series 24 General Securities Principal, and Series 63 & 65-Equivalent. The Symphony Financial Services, Inc. team believes financial planning should be a simple process. Utilizing the latest planning software, they seek to give clients a concise and easy-to-follow plan that focuses on both near-term goals while helping them reach their long-term objectives. They are professionally educated and passionate about helping their clients. Their teamwork and specialization allow them to leverage expertise and experience to bring true perspective to your needs. They are committed to the highest levels of transparency and always put themselves in your shoes. Their clients have confidence that comes from a long-term relationship. They are committed to a high level of accessibility, responsiveness, and follow-through in interacting with customers on their financial progress.
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TOP 3 SYMPHONY FINANCIAL SERVICES, INC. REVIEWS
Portfolio Advisor, Craig, goes above and beyond to make sure the client’s investment objectives are met. He has definitely distinguished himself from the herd regarding investment recommendations. A real asset to the profession.
My advisor handled everything in an exemplary manner. I would trust no one else the way I can trust the folks at Symphony.
Good customer service, really enjoyed working with Craig.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.