Reed Financial Services of Bedford Heights

Reed Financial Services of Bedford Heights is a Financial Planner in Bedford Heights, OH. The firm provides a complete suite of financial services, including retirement planning, estate planning, college planning, identity security, long-term care planning, tax planning, charitable giving, and specialized planning for business owners. The team approaches financial wellness as an all-encompassing process, connecting money decisions to life goals and handling daily details so clients can focus on what matters most. They maintain a culture of trust, working side by side with clients to understand their needs and uncover answers to questions they have not yet asked. The firm serves clients through multiple life stages, aiming to provide proactive support and feel like a dedicated family member.

The team at Reed Financial Services has been working together for many years, boasting long tenures at the firm and relationships with clients that span one, two, and even three generations. The group includes experts in financial planning, investing, technology solutions, identity theft, insurance, annuities, and taxes. Founder James M. Reed and President Amanda Lisachenko lead a collaborative team that includes Investment Manager Evan Watson, Associate Advisor Liam Studt, and Financial Analyst Ray Walter. Ray joined the firm as an intern in January of 2023 after completing his Bachelor of Business Administration in Financial Management and Data Analytics from the University of Akron. He coordinates information into financial plans, prepares for client update meetings, and performs analysis and reporting for the investment team.

The business holds a 5.00 rating based on customer reviews, reflecting the positive standing of the firm among those who have engaged with their services. This high rating underscores the reputation the team has built through their dedicated approach and long-standing client relationships.

Reed Financial Services of Bedford Heights combines deep local experience with a comprehensive, family-oriented approach to financial planning in Bedford Heights, OH.

BizScoreAI awarded Reed Financial Services of Bedford Heights a Technical score of 92 out of 100, which ensures the website is secure and readable by search engines without errors. The firm also received a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to enable future recommendations by AI assistants.