Financial Planners near Olmsted Falls

“First time there, Mr Dan was great. The office was clean, staff were nice. The whole process was easy going simple and quick! Will come back for next year’s tax return.“

“My wife and I have worked with The Estate Planning Team, Inc. for many years. I first heard of them when I listened to their radio programs, driving to work. It was then that I first heard of RMD (“required minimum distribution”), an issue about which I was ignorant. My wife and I had saved and invested over the years but we were not certain we had saved enough. My ignorance about the RMD issue and its potential effect on our finances made me realize that some serious attention needed to be paid to financial planning and our retirement and estate plans. I realized also that if I was blissfully unaware of RMD, there were certainly other issues that should be addressed. Thus, we met with The Estate Planning Team.
Under the guidance of The Estate Planning Team a comprehensive and focused analysis and review of financial issues, including net worth, goals, lifestyle maintenance, income tax and investment analysis etc., were made. Everyone has different financial circumstances, goals and needs. A customized and thorough analysis and plan was developed specific to our circumstances and goals. The plan is updated on a yearly basis as circumstances, both personal and external, change. Consequently, we feel very confident about achieving our goals and navigating these turbulent and ever changing times.
My wife and I have very high confidence in the team. We find them professional, thorough, experienced, very knowledgeable and proactive; they will always carefully explain issues. The team is always available to address any questions or issue and make adjustments as needed We have enjoyed and greatly benefitted from working with The Estate Planning Team and will continue to do so throughout our retirement years.“

“Kim does a fantastic job of not just handling your investments, but also getting to know you as a person as well. My family has had several major expenses incurred over the past few years, and she is always there with a word of comfort as well as a plan on how to make things work. I cannot say enough good things about her and the work that she does. Give her a call...you won't regret it!“

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“Been using the company for a long time and never been disappointed with the service and kindness of all the employees. I’ve depended on their advice many times and always used it“

“Very responsive with same day quotes and updates on existing policies. I wouild rank Alpha Insurance as my top pick for any business that I currently use. You folks are better and quicker than Amazon!!“

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“Ryan and Kevin are amazing, and extremely easy to work with. Not only have I moved all of my investments over to them, but I've been confident enough to bump mine up and bring my wife's over as well. They know what they are talking about, and take care of their clients on a very personable level.“

“I highly recommend Ta-Check Financial. Everyone on staff is very knowledgeable, professional and friendly. Major shout out to Aubrey, Jim and Chuck. They have taken great care of my family and our finances!“