Fiduciary Retirement Planning for Northeast Ohio Families

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
  
 
 Ed G 
 
 
 
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We have utilized Western Reserve for six years and are completely satisfied with their services, advice, results, and especially their trustworthiness. Jim and Gage take into account our personal financial needs and explain their advice in as much detail as we need or request.

Bi-annual meetings go over details of the status of our accounts, but they are also available any time there are changes or questions. They also recommended a terrific accountant for our tax planning and work directly with him in their planning. I highly recommend their services.
  
 
  
 
 
 
 Posted on Google  
  
 
 Gianna 
 
 
 
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I’ve had a great experience working with Jim and Gage on my financial planning. They’re always willing to take the time to answer my questions and make sure that I fully understand where I stand, especially when it comes to long-term goals like retirement. Right now I’m focused on saving for a home, and they’ve been great at helping me prioritize this short term goal while also still keeping my long-term planning on track. Since working with them, I feel much more confident and secure about my financial future. I highly recommend Jim and Gage to anyone looking for thoughtful and personalized financial guidance.
  
 
  
 
 
 
 Posted on Google  
  
 
 Kathie B 
 
 
 
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We've been clients for a number of years and find the support and expertise just what we need! Very available!
  
 
  
 
 
 
 Posted on Google  
  
 
 Cathy Y 
 
 
 
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We have known Jim for about 14 years and Gage ever since he joined the business. They are both professional, smart, responsible, responsive, good listeners and also have empathy and understanding. They have done well for us for financial planning, retirement savings, investment advising, tax planning and more.  We highly recommend their services.
  
 
  
 
 
 
 Posted on Google  
  
 
 Steve T 
 
 
 
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This has been a FANTASTIC transition from our old company. It all started with an open house financial seminar that took us to a personal initial meeting. From then on it has been amazing. The entire team takes there time to discuss end explain things that will always benefit your progress.
If you are interested in some financial planning give them a call you will thank yourself after.
  
 
  
 
 
 
 Posted on Google  
  
 
 Cheryl T 
 
 
 
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My husband and I have been with Western Reserve Capital Management for almost a year.  We are very happy that we made this switch to work with Gage and Jim.  They have done a wonderful job with our investments and take the time to explain all of our choices.  We feel much better prepared for our future and especially appreciate the attention to the tax consequences, something we didn’t have before working with them. I would recommend anyone looking for financial advisors to meet with them.
  
 
  
 
 
 
 Posted on Google  
  
 
 Peggy S 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
One always worries about their finances and who to trust,  but with Jim Sexton and Gage Paul on my team, I have no doubt that everything is in order. From the very beginning, they got to know me, my investment and retirement needs, my quirks - and have provided sound advice over the years. They are up-to-date with the latest technology - but provide the personal touch to make things even better. I know they are immediately available by email, text or phone. And the phone is always answered promptly by Megan - another competent & efficient team member. Nothing but a positive experience! I see them carrying me forward for years to come.
  
 
  
 
 
 
 Posted on Google  
  
 
 Shubhs I 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Gage Paul provided outstanding advice on my retirement planning and made the entire process clear and easy to understand. He took the time to learn about my goals and explained all of my options in a simple, straightforward way. I highly recommend Gage to anyone looking for knowledgeable and trustworthy guidance for their financial future.
  
 
  
 
 
 
 Posted on Google  
  
 
 ROBERT B 
 
 
 
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I have been retired and a client for five years. After working and saving for many years I began searching for a financial planner to help guide my wife and I through the next chapter of our lives. I was looking for a smaller more personalized firm instead of one of the very large brokerages where I felt like I would be lost in the shuffle. After some online research, phone calls and later a few face to face meetings we decided on Western Reserve Capital Management. Am extremely pleased with the decision after being a client for a while now. I am on a first name basis with the whole team that is both professional and courteous. Every phone call I made was answered promptly by a real person. Our portfolio is well and we couldn't be happier with them. If you are looking for a professional I would highly recommend contacting them to see if they are a good fit for you.
  
 
  
 
 
 
 Posted on Google  
  
 
 Ryan H 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Western Reserve Capital Management is a first class firm with excellent financial planners that I highly recommend to anyone that is considering a financial planner. My wife and I have put our trust in this firm for over 10 years now and we have been extremely satisfied with our portfolio and returns. One thing that we enjoy the most besides having our money managed professionally, is the relationship with the leadership of this firm. They make things very enjoyable and comfortable for the two of us. We truly believe they care about our well being which goes a long way in our book.