Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Wealth Management

          Showing: 510 results for Wealth Management
          near Lewis Center, OH

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Harvard Options

          Investment Advisory Services, Wealth Management

          BBB Rating: B-
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          not BBB accredited
          (810) 605-5544

          355 E Campus View Blvd Ste 160,
          Columbus, OH 43235-5616

          Marino & McCash, LLC

          Investment Advisory Services, Financial Services, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • CA
          • FL
          • GA
          • IL
          • IN
          • KY
          • MI
          • MN
          • MO
          • NC
          • OH
          • SC
          • TX
          Accredited BusinessAccredited Business
          (614) 781-1777

          1287 Worthington Woods Blvd,
          Worthington, OH 43085-4743

          Get a Quote

          Freewood Private Wealth Management, LLC

          Investment Management, Financial Consultants, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 450-2850

          3915 Hampshire Ave,
          Powell, OH 43065-7789

          Jericho Financial, LLP

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

          BBB Rating: A+
          not BBB accredited
          (614) 948-0039

          38 Commerce Park Dr Ste A,
          Westerville, OH 43082-7257

          Swisher Financial Concepts Inc

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

          BBB Rating: A+
          not BBB accredited
          (614) 890-1930

          612 Office Pkwy Ste B,
          Westerville, OH 43082-8293

          Shore Morgan Young, LLC

          Financial Planning Consultants, Financial Services, Insurance Services Office ...

          BBB Rating: A+
          not BBB accredited
          (614) 888-2117

          300 W Wilson Bridge Rd Ste 310,
          Columbus, OH 43085-2276

          J Michael Alexander

          Investment Advisory Services, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 621-2400

          150 E Wilson Bridge Rd Ste 100,
          Worthington, OH 43085

          Shaffer Capital LLC

          Investment Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (614) 891-1200

          550 Polaris Pkwy Ste 130,
          Westerville, OH 43082-7299

          Get a Quote

          Silver Bay Wealth Advisors

          Investment Advisory Services, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (800) 521-1748

          6836 Caine Rd,
          Columbus, OH 43235-4290

          Peachtree Investment Group

          Investment Advisory Services, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 294-2868

          352 Peachtree Ct,
          Westerville, OH 43081-4714

          Heximer Investment Management, Inc.

          Investment Advisory Services, Retirement Planning Services, Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 760-9100

          6457 Reflections Dr Ste 100,
          Dublin, OH 43017-2352

          Independence Wealth Advisors

          Wealth Management

          BBB Rating: A+
          not BBB accredited
          (614) 618-5819

          6055 Tain Dr,
          Dublin, OH 43017

          Shane & Shane, LLC

          Investment Management, Financial Planning Consultants, Insurance Services Office ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (614) 659-7639

          6179 Memorial Dr,
          Dublin, OH 43017-9000

          Get a Quote

          Zerkle Financial Services LLC

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • FRANKLIN County, OH
          • Amlin, OH
          • Bexley, OH
          • Blacklick, OH
          • Brice, OH
          • Canal Winchester, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          • Columbus, OH
          Accredited BusinessAccredited Business
          (614) 889-8987

          6065 Frantz Rd Ste 104,
          Dublin, OH 43017-3371

          Get a Quote

          Safe Harbor Retirement Group, LLC

          Financial Planning Consultants, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (614) 760-0670

          6099 Frantz Rd,
          Dublin, OH 43017-1302

          Get a Quote

          Related Categories

          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.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.