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Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Wealth Management

          Showing: 265 results for Wealth Management
          near Columbus, OH

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          Invest2Give

          Financial Consultants, Online Education, Online Trading School ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          <p>International</p><p>Blacklick, Ohio. Columbus, Ohio.&nbsp;</p>

          • Fairfield County, OH
          • Franklin County, OH
          • Licking County, OH
          • Blacklick, OH
          • Columbus, OH
          • OH
          • USA
          Accredited BusinessAccredited Business
          (614) 285-4727

          4182 Worth Ave # I-115,
          Columbus, OH 43219-1535

          Get a Quote

          McCash Financial Group, LLC

          Financial Services, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AL
          • AZ
          • CA
          • FL
          • GA
          • IN
          • KY
          • MI
          • NC
          • OH
          • PA
          • SC
          • TX
          Accredited BusinessAccredited Business
          (614) 737-9892

          7540 Pingue Dr,
          Columbus, OH 43085-1714

          Get a Quote

          Quiric Services LLC

          Investment Management, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 376-6433

          PO Box 248684,
          Columbus, OH 43224-8684

          Peak Retirement Planning, Inc.

          Retirement Planning Services, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (614) 500-4121

          3600 Olentangy River Road, Building 501,
          Columbus, OH 43214

          Get a Quote

          Ross Wealth Advisors LLC

          Investment Advisory Services, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Adams Mills, OH
          • Adamsville, OH
          • Adelphi, OH
          • Albany, OH
          • Alexandria, OH
          • Allensville, OH
          • Amanda, OH
          • Amesville, OH
          • Amlin, OH
          • Ashley, OH
          • Ashville, OH
          • Athens, OH
          • Bainbridge, OH
          • Bakersville, OH
          • Baltimore, OH
          • Belle Center, OH
          • Bellefontaine, OH
          • Bexley, OH
          • Blacklick, OH
          • Bladensburg, OH
          not BBB accredited
          (614) 545-0277

          1093 Fishinger Rd,
          Columbus, OH 43221-2373

          Partnership Financial LLC

          Investment Advisory Services, Tax Consultant, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (614) 328-9319

          4400 N High St Ste 412,
          Columbus, OH 43214-2635

          Baldwin Investments LLC

          House Flipping, Investment Advisory Services, Wealth Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Franklin County, OH
          not BBB accredited
          (614) 226-5862

          Home Address Suppressed in BBB files,
          Columbus, OH 43215

          Lument

          Investment Advisory Services, Financial Services, Mortgage Broker ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          not BBB accredited
          (614) 384-2372

          10 W Broad St., 8th Floor,
          Columbus, OH 43215

          Phronesis Partners

          Investment Advisory Services, Wealth Management

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • AB
          • AK
          • AL
          • AR
          • AS
          • AZ
          • BC
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          not BBB accredited
          (614) 224-3800

          Upper Arlington, OH 43221-1523

          Kovalcik & Geraghty Wealth Partners

          Financial Planning Consultants, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Franklin County, OH
          not BBB accredited
          (614) 222-4888

          2074 Arlington Ave Ste A,
          Columbus, OH 43221-4395

          Budros, Ruhlin & Roe, Inc.

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (614) 481-6900

          1801 Watermark Dr Ste 300,
          Columbus, OH 43215-7088

          Leftwich Investments, LLC

          Investment Advisory Services, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 231-5528

          2842 E Broad St,
          Columbus, OH 43209-1866

          The Joseph Group Capital Management

          Investment Advisory Services, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Columbus, OH
          not BBB accredited
          (614) 228-4300

          605 S Front St Ste 100,
          Columbus, OH 43215-5777

          Thomas R Bates CFP, LLC

          Financial Planning Consultants, Life Insurance, Financial Consultants ...

          BBB Rating: A+
          not BBB accredited
          (614) 571-4479

          4656 Executive Dr Ste 100,
          Columbus, OH 43220-3692

          Stifel Columbus

          Investment Advisory Services, Wealth Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Franklin County, OH
          not BBB accredited
          (614) 232-2100

          4449 Easton Way Ste 120,
          Columbus, OH 43219-7014

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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