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BEST RATED COLUMBUS, OH FINANCIAL SERVICES

3 Best Financial Services in Columbus, OH

Expert-recommended Top 3 Financial Services in Columbus, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Libertas Wealth Management Group, Inc. - Columbus, OH Financial Services
Libertas Wealth Management Group, Inc. - Columbus, OH Financial Services
Libertas Wealth Management Group, Inc. - Columbus, OH Financial Services
Best Financial Services in Columbus OH - Libertas Wealth Management Group, Inc. video
9+ YEARS IN TBR
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LIBERTAS WEALTH MANAGEMENT GROUP, INC.

(4.7 Score)
5003 Horizons Drive, Suite 200,
Columbus, OH 43220 Directions

Since 2004

Specialty:

✓ Portfolio Management ✓ Retirement Planning ✓ Personalized Investment Advice ✓ Estate Planning ✓ Life and Long-Term Care Insurance ✓ Traditional and Roth IRAs ✓ Cash Balance Plan ✓ Asset Allocation ✓ Cash Flow ✓ Income Tax Planning and Tax Preparation ✓ Income and Distribution Planning ✓ College Savings ✓ Real Estate Investment and Variable Annuities

“Libertas Wealth Management Group, Inc. provides comprehensive and customized financial planning services prioritizing your financial well-being. They serve individuals and business owners seeking financial management and appreciate tailored advice and timely knowledge to enlighten their financial journey. Their team of expert financial advisors is ready to help you secure a strong financial future. Libertas Wealth Management Group, Inc. focuses on what you want and need and provides unbiased, objective advice to help you achieve your long-term financial goals. They are here to guide you if you’re unsure where to begin. They also provide free portfolio risk assessment to understand your investment vulnerabilities.”

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Better Business Bureau “Torch Award” for Ethics & Trust in 2011
Business First Book of Lists Largest Financial Planners - Fee Only in 2018
Investopedia 100 List of Top Influential Financial Advisors in 2017
Columbus C.E.O. Magazine “Best of Business” Award in 2010, 2011, 2012, 2013, 2014, 2019, and 2024
License CRD #157769

Contact:

(614) 543-1350

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

TBR® Inspection Report:

Three Creeks Capital Management - Columbus, OH Financial Services
Three Creeks Capital Management - Columbus, OH Financial Services
Three Creeks Capital Management - Columbus, OH Financial Services
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THREE CREEKS CAPITAL MANAGEMENT

(4.5 Score)
778 Northwest Boulevard,
Columbus, OH 43212 Directions

Since 2020

Specialty:

✓ Pension and Retirement Planning ✓ Tax Planning ✓ Estate Planning Coordination ✓ Insurance and Risk Analysis ✓ Cash Flow and Debt Management ✓ College Planning ✓ Mortgage Analysis ✓ Debt Management ✓ Stock Option Analysis ✓ Business Succession Planning

"Three Creeks Capital Management team combines firsthand knowledge of the Ohio pension systems with the rigorous standards of Certified Financial Planner (CFP) certification to deliver unparalleled financial advice. They analyze your current investment holdings, educating you on expenses, risk, and returns. They help you determine the best investment strategy and plan for your needs. They review your taxes and suggest changes to minimize your tax burden. They discuss and educate you on estate planning issues, connecting you with local attorneys to ensure your wishes are properly documented. At Three Creeks Capital, they provide comprehensive financial advice to maximize your income and secure your financial future.

2026 Update: Todd J. Gourno, CFP® is the founder of Three Creeks Capital Management and has served Ohio people for over 20 years. He provides the latest financial and investment strategies to help clients design a financial roadmap based on their desire."

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License CRD #5248563

Price:

Comprehensive Wealth Plan Fee $3,600
Consultation Fees For Non-Clients Per Hour $500

Contact:

(614) 486-4614

Mon, Tue, Thu & Sat : 8am - 5pm
Wed: 8am - 7pm
Sat & Sun: Closed

TBR® Inspection Report:

Ross Wealth Advisors - Columbus, OH Financial Services
Ross Wealth Advisors - Columbus, OH Financial Services
Ross Wealth Advisors - Columbus, OH Financial Services
Best Financial Services in Columbus OH - Ross Wealth Advisors video
5+ YEARS IN TBR
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ROSS WEALTH ADVISORS

(4.5 Score)
1093 Fishinger Road,
Columbus, OH 43221 Directions

Since 1987

Specialty:

✓ Retirement and Investment Planning ✓ Tax and Income Planning ✓ Health Care and Legacy Planning ✓ Estate Planning ✓ Charitable Giving ✓ Wealth Accumulation ✓ Asset Protection ✓ IRA and 401(k) Rollovers ✓ Tax Minimization ✓ Annuities and Life Insurance

“Ross Wealth Advisors' experienced professionals are not only knowledgeable about finances but also understand the importance of priorities, family, and confidence in your financial future. Don Ross is the founder and president of Ross Wealth Advisors and has over 30 years of experience in the financial planning industry. He is a Registered Financial Consultant who has been advising individuals and families within Central Ohio since 1987. Don earned his BS in Finance from Franklin University. Ross Wealth Advisors is committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. You can schedule a complimentary visit to discuss your financial situation and the potential role of insurance or investments in your financial strategy.”

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License CRD #1786206

Contact:

(614) 545-0277

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

TBR® Inspection Report:

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LIBERTAS WEALTH MANAGEMENT GROUP, INC. REVIEWS

I have been a client of Libertas Wealth Management Group for about 10 years. I really like the way they go in to detail about your plan. Adam will go over many different scenarios to show you where you stand at the present time. He will also show you going into the future. If you stick to your plan you won't be disappointed. Adam, Kim, and Gina have been a pleasure to work with. Adam will sit down with you. Go over your risk management with you. Make sure your comfortable with how they will manage your portfolio. I would wholeheartedly recommend Libertas Wealth Management Group to anyone. I have full confidence in how my portfolio is being managed.

My husband and I have both been with Libertas since 2012. We wouldn't trust our financial future to anyone else. The team is amazing and the MyPromise kit is such a great resource that they give their clients for free! I can't put into words how much I appreciate the financial advice, management and security we've gotten from working with Libertas.

We've been happily trusting Adam and his team with our money since 2020. I appreciate his philosophy on investing and how well he explains it, along with the focus on our retirement goals and what we want to do vs strictly making the number bigger. He's a calm voice in a bewildering sea of craziness.

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THREE CREEKS CAPITAL MANAGEMENT REVIEWS

Ryan at Three Creeks Capital Management has been a huge asset t our financial planning. Ryan took a holistic look at our lives, finances, short term goals and long term retirement goals to create a plan that works for us and will benefit us in the long term. Great communication--after our first meeting. my to-do list was clear and concise. Ryan emailed or called often to let us know what he was doing on his end for us. Ryan is also very knowledgeable at public employee pensions and how those fit into retirement. Highly recommend!

I have been working with Ryan Mink since before he joined Three Creeks Capital Management. Ryan has been nothing less than exceptional! Ryan has a background in law enforcement, so he understands my needs. Any police officer or firefighter needs to reach out to Ryan. Ryan understands the Ohio Police and Fire pension and Ohio Deferred Comp. He will take care of you like no other financial advisor.

Ryan has been awesome. So personable and makes sure you have a positive and comfortable experience

ROSS WEALTH ADVISORS REVIEWS

Ross Wealth Advisors welcomed and opened their arms to me when I was in a very low place of insecurity. I can’t thank them enough for their kindness and professionalism.

I Feel Safe and secure with Ross Wealth protecting my future wealth, and keeping me on the straight and narrow.

Don Ross has consistently given us good financial guidance that allows us the freedom we always dreamed about.

TBR® Inspection Score Report

LIBERTAS WEALTH MANAGEMENT GROUP, INC. Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 9
Legitimate Ratings: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

THREE CREEKS CAPITAL MANAGEMENT Total Inspection Points: 109/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Legitimate Ratings: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10

TBR® Inspection Score Report

ROSS WEALTH ADVISORS Total Inspection Points: 108/120
Acknowledgments: 8
Business Hours: 8
License: 8
Review Analysis: 8
Reviews Accuracy of : 8
Reviews Study: 8
Business Images: 10
Current Evaluation: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10