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 a financial advisor most of my adult life, even when I had very little in my 401(k)…read more While my previous advisor was good, I found the Affinity Group filled in a couple more areas of expertise primarily real estate investing that was appealing to me. It's nice that this firm does not try to be expert in everything but rather teams with experts in several areas. I feel they have provided a well-rounded and complete financial experience. I would recommend them to those still working, and those retired. They will certainly sit down and talk with you at no charge and are low to no pressure to choose their firm. The most important thing is they are a fiduciary type firm, and can supply all investments and are not locked into a specific firm. Please contact them for more information. I'm a very satisfied customer.

From the owner: Our firm financially advises hundreds of families in the Canton, Ohio area. We offer comprehensive…read moremoney management plans for any individual, family, or business looking to plan their future.

Working with Victoria has truly been a life-changing experience. From the very beginning, she…read moreapproached our financial goals with a level of care, intelligence, and dedication that's incredibly rare to find. She's not just a financial planner--she's a true coach, mentor, and advocate. Victoria takes the time to truly understand your unique situation and treats your goals as if they were her own. Even when a question falls outside the immediate scope of her work, she goes above and beyond to research and find the best possible answer. That kind of commitment is something you can't put a price on. What sets Victoria apart is her genuine heart. After just a few minutes of talking with her, it's clear how deeply she cares about the people she helps. She wants to see you win, and she'll walk beside you every step of the way to make it happen. We've grown so much financially--and personally--thanks to her guidance. We now consider Victoria not only our trusted financial planner but also a dear friend. If you're looking for someone who is sharp, honest, supportive, and truly invested in your success, look no further. Thank you, Victoria--you've made a bigger impact on our lives than you probably realize!

From the owner: We offer Financial Coaching, for Individuals, Couples, and Businesses. We will walk with you…read morethrough all of life’s challenges to help you reach your goals.

I heard about daily money managers from my mom who uses one in the DC area. As a busy professional…read morewoman who has very little time to organize my own personal finances, my mom suggesting looking up daily money managers in my area. I found Carol @ Temersondmm.com (I think she is out of Medina OH) and have absolutely LOVED the relationship!!!! I no longer worry about getting behind on bills, pulling together tax documents for my tax guy, and, with her help, I have even started saving money for vacations I really need to start taking. Carol is calm, caring, professional, and always listens to my needs. Mom was right :)