Excellent and competent accountants. Specifically I'm referring to Cheryl S. ( not sure she'd want…read moreher full name listed). She has been doing my taxes for years and i gave total confidence in her. Highly recommend.

From the owner: Our business is our clients' financial well-being. We are the one-stop advisor that our clients…read moreturn to for their tax, investment, insurance, retirement & estate planning needs. Our mission is to make a difference in our clients' lives. Planning for retirement can be a lot like solving a jigsaw puzzle. Brookside is here to help put your pieces together. We begin by working with our clients to identify their short and long-term goals. We then use these goals as our primary focus to provide our clients with innovative strategies and solutions that result in security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Brookside. There are many pieces to your financial puzzle. Let us help you put your pieces together. Call today to schedule your complimentary strategy session. *Insurance offered through Brookside Tax & Financial Group, LLC. Investments offered through Brookside Financial Advisors, LLC

Mike Sheppard is a GREAT financial advisor! He's making it possible for my wife and I to retire in…read more20 years. Mike is very passionate about his clients. He's very knowledgeable about investments, and tax deductible retirement account. He knows when it benefits to roll over current retirement accounts into either a traditional or Roth IRA. Mike knows all of his tools that Edward Jones provides to him to know what stocks one should sell, or buy, and when to buy it. He understands all the graphs, and he enjoys explaining everything to you. I feel so comfortable with Mike Managing my money. Mike understands how to use dividend paying stocks to increase the growth rate of your portfolio. Mike knows how to use those dividends to reinvest into your portfolio. Mike showed me what to expect at retirement with no B.S. or embellishments. My name is Douglas Niemeyer and Mike Sheppard comes highly recommended.

From the owner: Edward Jones is an investment firm that believes your financial goals deserve a face to face…read moreconversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I have had my taxes done by Ed Giaco for about 12 years. He is the best. He is quick but thorough…read moreand always gets me a great return and his fee is very reasonable. I recommend Him to everyone out there.

Having been clients of King Insurance for several years now, we made the switch from State Farm due…read moreto a series of unfavorable encounters and have been satisfied with our choice to go with an independent broker. Debbie, our main point of contact, consistently demonstrates responsiveness and accessibility. Her extensive background in the insurance sector proves to be invaluable as she is our go-to person for any inquiries we may have. Debbie's dedication and willingness to exceed expectations for her clients are truly commendable. We wholeheartedly endorse Debbie and King Insurance to others.

Bob King Jr. is the best insurance agent in Ohio. My husband and I decided to stay with him when we…read moregot married (my parent's have had Bob as their agent for years). Best decision of our married lives. When we were transfered to a new agent with State Farm, I immediately found myself looking for Bob. I am so glad we were able to go back and increase our coverage for LESS money than what we were paying. I thank my lucky stars for him and his office. Also, Debbie is an insurance goddess who is the most knowledgeable person on any policy you could want. She will always steer you in the right direction and she will give it to you straight. Thank you King Insurance! --Loyal customers for 6 years.

I received an invitation for a financial seminar on Oct. 24, 2017. I registered on the website and…read morereceived an e-mail confirmation from Geoffrey D. Powers, the marketing manager, on Oct. 5. On Oct. 24 my husband and I arrived to the seminar and were told by Geoffrey that we are not in the list because someone from the company called us and we did not respond to the call. He even told they called 3 times. When I asked when, he looked in his notes and told we were called on Oct. 18. He did not allow us to stay at the seminar even though it looked like there were few people who did not show up. There was no single phone message or voice mail left from anyone from the company. Even worse, there was no calls from the company at all - I checked all my phone log records not just for Oct. 18, but for 17th and 19th. So Geoff plainly lied to us. There was another couple who came to the seminar and was told exactly the same thing. They told they did not get any messages or voice mails either. This is very unprofessional and unacceptable from any business and especially from the company marketing manager. I want everyone to understand and avoid dealing with the company where the marketing manager lies directly looking in people eyes!

From the owner: The Lineweaver Financial Group is a highly regarded financial advisory firm in Northeastern Ohio…read more Their independent professionals employ a unique Life-Stage-Mapping-Process! to create fully-coordinated financial plans tailored to your specific needs and those of your family

Went to Sheffield office for 2nd opinion and retirement tune up. I prepared the survey and…read moresubmitted all current retirement statements and income sources. I drove the 45 minutes to the office and the advisor had nothing prepared but stated I was doing things properly. He saw my statement and realized I was paying .65 % for my management fee and told me that they do not discount their fees. When I asked what their management fee was , he would not disclose. No work was prepared because of this. I spent 3 hours preparing for this meeting and drove 90 minutes round trip for a 2 minute meeting. This is the only company that did not prepare any financial plan trying to get my business in the last 30 years. Steer clear of this company. They only want their fees and do not care about the customer.

We were invited to the Grove restaurant for dinner last evening to hear WA Smith present a…read morefinancial education seminar. The COO presented what he called 45 minutes of information and it lasted one and a half hours. I resent the fact that they wasted our time with information that is common knowledge, and just to hear the COO carry on like a wind bag who enjoys hearing himself talk. Of all the financial seminars I've been to this with no doubt the worst. I wouldn't invest a dime with this company.