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BBB Accredited Business since 05/24/2002

Jentner Wealth Management

Phone: (330) 668-1000Fax: (330) 668-1006View Additional Phone Numbers3677 Embassy Parkway, AkronOH 44333 Send email to Jentner Wealth Management

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Description

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.

BBB Accreditation

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 16 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.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Jentner Wealth Management

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 09/27/2004Business started: 01/01/1984
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, DC20006-1506
(301) 590-6500
http://www.finra.org

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 Management
Mr. Matthew Jentner (Director of Wealth Management)
Contact Information
Principal: Mr. Bruce A. Jentner (President)Mr. Martin A. Weisberg (Vice President)
Business Category

Financial Services, Estate Planning & Management, Retirement Planning Service, Investment Advisory Service, Financial Consultants - No License Required, Financial Planning Consultants

Alternate Business Names
Jentner Financial Group, The Jentner Corporation, Jentner Global Management
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BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.