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.

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

Ms. Quinoñèz has been a valuable resource for myself and my family. The plans she put together for…read moreus have helped us to send our kids to college and save for retirement

For a preditory loan service they weren't terrible. Worked…read morewith us when we needed it and called about 4 or 5 times a day if we were late. Never threatened us though.

I began investing with First Investors nearly 20 years ago. A family friend referred me to an…read moreadvisor that they loved working with. That advisor was let go a few years ago after 15 years of service (because he was not meeting the newly instated quota for new clients) and he called me to let me know prior to leaving. This advisor was wonderful, attentive, thoughtful, knowledgeable, contacted his clients (even when they were not adding money to their investments) regularly and scheduled regular meetings at least once a year (or much more when actively investing). Upon his leaving, I was told my new advisor would contact me. He never did. I finally called them and was passed around. Once I got in touch with someone I told them I wanted to speak with my advisor about my investments. No one ever contacted me. I had a monthly deduction being taken from my bank account for investments and I called First Investors to have that cancelled. They assured me that would occur. When I looked at my account recently, I noticed that the withdraws were still being made. I called again and they had no idea who the investors was assigned to my portfolio. I finally spoke with my advisor. I was told again that this would be cancelled. The Financial Advisor sounded bored, uninterested, and did not even bother to discuss my investments. Without any prompting I shared that I was disappointed in the service since my initial advisor left and he did not offer an apology or reason for why I was never contacted. I shared that I was interested in a firm that was doing more than simply holding my money. No response. This advisor is the manager of the Cleveland office. The MANAGER! I am so sad to see that lack of professionalism that this company now exhibits. I rarely make blanket statements but I would not recommend anyone using the Cleveland office of First Investors.

Larry has had a relationship with my family for 50 years (plus or minus) He helped my father build…read morea portfolio that enabled a retirement in the mid 1980's that continues to sustain him today. competent, patient and great professional. He has supported my investments also.

The agents at Kennard Financial have been handling my finances for as long as I can recall. They…read moreare always patient & professional, and they have helped my portfolio grow...even in the worst of economies! I recommend them to all my friends.