Columbus Wealth Management

JC TaxPros Group (CPA) offers professional tax and accounting services in Columbus, serving self-employed individuals, small businesses, freelancers, and W-2 employees. Clients praise prompt responses, clear explanations of complex tax matters, and a courteous, reliable partner focused on long-term relationships. The team, including Joseph and Dr. Ji, is described as knowledgeable, efficient, and trustworthy.

Libertas Wealth Management Group is a Columbus-based finance and consulting firm at 5003 Horizons Dr, Suite 200. Clients describe a respectful, family-like approach, with advisors who listen, know goals, and act in their best interests. Adam, Gina, Kim, and Loren provide responsive service, clear explanations, regular market updates, and annual plan reviews for retirement and portfolios.

Royal Oak Financial Group in Worthington, Ohio provides fiduciary-based financial guidance with on-staff CPAs. The firm concentrates on retirement investing and equity-focused portfolios, avoiding mutual funds and annuities. Clients praise Brad, Matt, and the team for clear explanations, responsive service, and transparent, goal-driven portfolio management, with tax planning support. Offices in Worthington and Lancaster.

Located at 1264 Morse Rd, Columbus, OH 43229, Duo Tax Services, LLP offers accounting, finance, and consulting services. Customer reviews highlight prompt, professional communication, confidentiality, and affordable, thorough tax support. Clients praise staff such as Nyren, Chanique, and Ms. Jones for personalized guidance, quick responses, and tips for business owners.

Buckeye CPA in Columbus provides accounting, tax, and financial consulting services. Clients note Jeff's knowledge, attention to detail, and clear communication, with quick responses to calls and emails. The practice handles personal taxes and rental-property returns, quickly completes amended filings when needed, and has helped clients streamline their business processes for over 10 years.

Peak Retirement Planning, Inc. provides a holistic retirement approach in Columbus, offering tax planning, tax preparation, estate documents, investment management, and more as a true one-stop shop. Clients praise knowledgeable, patient planners who tailor plans, explain complex concepts clearly, and stay responsive, earning trust and peace of mind.