BBB Accredited Business since 05/24/2002
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This company offers wealth management services such as financial planning/advising, investment management, and retirement and estate planning.
Jentner Wealth Management is a wealth-management firm based in Akron, Ohio, that seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States, by offering fee-only financial planning and proactive, globally diversified investing.
Jentner Wealth Management provides both financial planning and investment management to individuals, families and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments and foundations.
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A BBB Accredited Business since 05/24/2002
BBB has determined that Jentner Wealth Management meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Jentner Wealth Management's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Financial Industry Regulatory Authority (FINRA)
1735 K St NW
Washington, DC 20006-1506
BBB records show a license number of CRD# 1006223 for this company, issued by Financial Industry Regulatory Authority (FINRA). Their web address is http://www.finra.org.Type: unknown
Business ManagementMr. Matthew Jentner (Director of Wealth Management)
Contact InformationPrincipal: Mr. Bruce A. Jentner (President)Mr. Martin A. Weisberg (Vice President)
Financial Services, Estate Planning & Management, Retirement Planning Service, Investment Advisory Service, Financial Consultants - No License Required, Financial Planning Consultants