Beacon Financial Partners is one of the leading financial planners in Cleveland. Gregory Randall founded the firm in 2006 and has provided financial advisory services since 1991. As the Managing Partner, he focuses on market development and advisor growth. As a Financial Advisor, he advises his clients on retirement, investment, and risk management. He has authored a retirement income generation process called "RetireWise™" to help pre and post-retirees generate their paycheck in retirement. Their advisors operate according to the fiduciary standard and focus on always doing what's best for the client. Their clients all have various life goals and visions for their future, and the focus is to understand what these are and, in turn, recommend strategies. They will help you accomplish your mission.
3 Best Financial Services in Cleveland, OH
Expert recommended Top 3 Financial Services in Cleveland, 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!
BEACON FINANCIAL PARTNERS REVIEWS
I feel so relieved to be working with Beacon Financial partners at this stage in my life. Being in 3 different states, my father, sister and I were so impressed with Karl’s ability to coordinate a group call, remain extremely accessible to all of us, and truly assess each of our individual needs and different risk personalities. He was completely transparent with every little detail and incredibly knowledgeable about the current market. Within the first phone call, he was able to put us at ease with realistic goals for everyone in my family. Couldn’t recommend them enough!
Beacon makes it easy to work with them. Very friendly and knowledgeable employees. I know my family is in good hands with this company. Highly recommend to anyone looking for a quality financial partner.
Working with Beacon is “user friendly.” Karl has been attentive and informative. We are comfortable having our finances in his care
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Mayfield Financial Services provides a wide range of financial services to individuals and businesses. Vincent D'Agostino is the president and founder of Mayfield Financial Services. He established the Company in 1994. He earned his bachelor's degree in Accounting and Finance from The Ohio State University in 1991 and a Master of Taxation from the University of Akron in 1992. He has been a licensed CPA in Ohio since 1994. He also has various securities licenses including Series 6, Series 7, Series 26, and Series 63. The firm specializes in its area of expertise because it is determined, focused, and passionate about helping its clients achieve their short and long-term goals. They deliver financial solutions to their customers. What makes them different is how they meet their clients" needs. They focus on creating value by providing solutions. Their clients expect a higher level of performance, and they deliver it. They can assist you in determining your financial needs and setting short and long-term goals. Contact them to get a free consultation.
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Sat & Sun: Closed
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MAYFIELD FINANCIAL SERVICES REVIEWS
I have been a client of Mayfield Financial Services for over 20 years and they been nothing short of excellent! Vince and everyone on his team are amazing, professional and always part of the solution! I have a very complex and complicated situation, owning multiple, completely different types of businesses along with multiple residential and commercial real estate. Everyone there has been a part of my growing success and I can guarantee, I would not be where I am at today without all of their knowledge, wisdom, advice, strategic planning, and the fact that they really care about their clients. I can say that, because I have friends and some family members that are also clients, and they always tell me they feel the same way I do. Thank you Vince, and every team member- I truly appreciate everything you do.
I have been using Mayfield Financial Services for about 13 years, and I am so grateful for the time they take with me to provide the me guidance I need. They always have great advice and help me plan for my future. I am in Real Estate and also have two small companies that manufacture goods, which complicates things immensely. They have been there with me when I started both of these companies. Their strategies have made this possible and we have a great plan in place to obtain my future financial goals.
Mayfield Financial is a firm I have dealt with for many years. Their team has treated me and my family with respect and professionalism. I would recommend them without reservation to anyone who is looking for good sound advice regarding their financial future.
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Eric Tolbert is a financial advisor with Ameriprise Financial Services, LLC, in Cleveland. He and his team help you to build and preserve your wealth with a personalized investment strategy. They serve together to put a plan in place to help them make more confident financial decisions for themselves and their business. They provide personalized financial advice to help you manage the impact of taxes over your lifetime. With their experience, they will assist you with ongoing financial advice and asset management strategies. They can help you formulate an approach to help strengthen your portfolio's potential, meet your financial goals, and suit your risk tolerance. Their goal is to prepare your portfolio to help meet all market conditions and regularly review and adapt your strategy as your life changes. Their focus is to assist clients in achieving their financial goals and feel confident, connected, and in control of their economic lives. They can work with their clients to perform periodic due diligence provider benchmarking as necessary for your plan. They're happy to meet for a complimentary initial consultation.
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• Complimentary Initial Consultation.
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Sat: 9am - 2pm
Sun: Closed
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ERIC TOLBERT & ASSOCIATES REVIEWS
Excellent company and provided us with a dedicated financial advisor. The high-touch approach comes with low fees and fantastic service. Highly recommended.
Honest, professional, organized and trustworthy. Highly recommended.
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