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Best Financial Services in Columbus

Handpicked Top 3 Financial Services in Columbus, Ohio. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

REBEL FINANCIAL

540 Officenter Place, #286, Columbus, OH 43230

Since 2006

Retirement, Exit, Complex Asset Liquidation, College/Education, Legacy, Major Purchase, Succession, Estate and Tax Planning, Investment, Charitable Giving, Employee Benefits, Executive Benefits, Trust Design and Management, Risk Analysis and Survivorship Plan & Investment Review

Free 30 days Trial ● Offers social security, 403B and 457B planning ● Their on-going client based services for consistent management and continuous service ● Free consultation ● Provides their advice in a comprehensive approach ● Think of them as the advisor that wants to side with your values and makes them grow alongside your goals

Price: Starts from $50/month

support@rebelfinancial.com

rebelfinancial.com

Reviews

Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

5003 Horizons Drive, Suite 200 Cols, Columbus, OH 43220

Since 2001

Portfolio Management, Tax, Retirement and Estate Planning, Stocks, Bonds, Life and Long-Term Care Insurance, Managed Futures/Commodities, College Savings, Real Estate Investment Trusts, Etf's, Mutual Funds & Variable Annuities

Free consultation & portfolio risk analysis ● Specializes in wealth management ● Free financial plans available online in real-time ● They will help you buy the right amount for the lowest cost ●

Columbus Business First Book of Lists Largest Financial Planners-Fee Only from 2018 - Investopedia 100 List of Top Influential Financial Advisors from 2017 - Columbus CEO Best of Business Award

info@libertaswealth.com

libertaswealth.com

Reviews

Mon, Tues, Thursdau & Fri 9:00 am - 5:30 pm
Wed 9:00 am - 7:00 pm
Sat & Sun Closed

TBR® Inspection Report

JOSEPH A LOTOZO

2011 Riverside Drive, Suite 310, Upper Arlington, Columbus, OH 43221

Since 2012

EDWARD JONES - Wealth Management, Retirement Savings and Income, Estate and Legacy Strategies, College and 401K Planning, Social Security, Investment Management, College Savings, Traditional & Roth IRA, Insurance & Annuities

Expertise in retirement planning ● Provides strategies and solutions for individuals and families ● Offers through personalized recommendation and the highest level of service

Send Email

edwardjones.com/financial...

Reviews

Mon - Fri 8:30 am - 5:00 pm
Sat By Appointment Only
Sun Closed

TBR® Inspection Report