Top Financial Services Firms in Columbus
123 Companies
List of the Top Columbus Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Columbus, OHServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Creative
CSTMR has received positive feedback for their creative approach in marketing and design, particularly noted for their innovative strategies that distinguish clients from competitors. One client highlighted their impressive design skills, stating that minimal instruction was needed to achieve effective results. Additionally, their ability to produce impactful ads on the first attempt was commended. Overall, sentiment reflects strong satisfaction with CSTMR's creativity and effectiveness in enhancing brand visibility.-
Marketing Strategy & Website Design for Bank
5.0 May 2, 2018I appreciate their design skills because I don’t have to give them a lot of instruction. I mostly give them the ad specs and general details, and they’re creative enough to produce an appropriate ad that hits the mark on the first try. They’re also very knowledgeable about digital marketing and have helped us navigate the technical side.
Read Full Review
Was this helpful?
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
View projects from:
Was this helpful?
$25,000+Undisclosed250 - 999Serves Columbus, OHServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
-
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
100% AccountingLocated in Columbus, Ohio, Lee CPA Audit Group is a midsize Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Hilliard, OH
Services provided
100% AccountingOhio State Bookkeeping, a small Accounting company, is in Hilliard, Ohio. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingSmall Accounting company Gueye & Associates, CPA Inc, is located in Columbus, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
100% AccountingWarner Tax Group is a small Accounting company established in 1997. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westerville, OH
Services provided
100% AccountingAccounting company Numbers Up is located in Westerville, Ohio. Launched in 2013, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingBreen Winkel & Co is a small Accounting company headquartered in Columbus, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingLaunched in 2009, Leppert Company CPAs, LLC is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
100% AccountingAccounting company CPA Advisory Group, Inc was launched in 1985. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingLocated in Columbus, Ohio, Mefford & Company, CPAs and Business Advisors is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
100% AccountingEstablished in 2002, Bodine Perry is a midsize Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
100% AccountingProfessional Practice Management Inc, a small Accounting company, is based in Westerville, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingHeadquartered in Columbus, Ohio, P.D. Eye Forensics, LLC is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
100% AccountingNichols & Company, CPAs is an Accounting company. Launched in 1985, the company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hilliard, OH
Services provided
100% AccountingKirkey & Co is an Accounting company. They are located in Hilliard, Ohio and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingSchaefer & Associates is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
100% AccountingMarino & Company CPA, Inc., a small Accounting company, is headquartered in Columbus, Ohio. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Lancaster, OH
Services provided
100% AccountingBased in Lancaster, Ohio, Snyder & Company is an Accounting company. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mansfield, OH
Services provided
100% AccountingBased in Mansfield, Ohio, Wilging, Roush & Parsons is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marion, OH
Services provided
100% AccountingCustom Professional Accounting is an Accounting company. Their small team is headquartered in Marion, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hilliard, OH
Services provided
100% AccountingSmall Accounting company Susan E Thomas CPA Ltd, is in Hilliard, Ohio. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
10% Accounting10% Advertising10% Branding +7 services10% Customer Service Outsourcing10% IT Managed Services10% Logo10% Public Relations10% Sales Outsourcing10% Web Design10% Web DevelopmentFlywheel Advertising, a small Advertising company, is located in Columbus, Ohio. The team offers Advertising and Branding.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingHarQuin Bookkeeping and Consulting Services, LLC. Is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Powell, OH
Services provided
100% AccountingWarnick Consultants LLC, a small Accounting company, is located in Powell, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingJP Tax and Bookkeeping LLC is an Accounting company. They are based in Columbus, Ohio and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Centerville, OH
Services provided
100% AccountingIn Centerville, Ohio, P & A Popoff Tax & Accounting Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Powell, OH
Services provided
100% AccountingPowell Accounting Services is a small Powell, Ohio-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fredericktown, OH
Services provided
100% AccountingBuckeye Bookkeeping Solutions is an Accounting company. Their small team is in Fredericktown, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tipp City, OH
Services provided
100% AccountingSmall Accounting company Peirson Accounting Services, is located in Tipp City, Ohio. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westerville, OH
Services provided
100% AccountingHHM Bookkeeping & Tax Services, a small Accounting company, is headquartered in Westerville, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingGlenn Bookkeeping Service, Inc. Is an Accounting company. Their small team is based in Columbus, Ohio. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dayton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingThorn Lewis & Duncan is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 1985.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
100% AccountingFounded in 1979, Smith Denlinger & Company is an Accounting company. The agency offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dayton, OH
Services provided
100% AccountingDuvall & Associates is an Accounting company in Dayton, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
100% AccountingManning & Associates, an Accounting company, was founded in 1980. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingDelk Rutherford & Associates is a small Accounting company founded in 1998. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
90% Accounting10% Business ConsultingSchock & Poores is an Accounting company. They are in Dayton, Ohio. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Dayton, OH
Services provided
100% AccountingFaulkner & Company is an Accounting company. Their midsize team is in Dayton, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dayton, OH
Services provided
80% Accounting20% Business ConsultingHammerman Graf Hughes & Company is a Dayton, Ohio-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
100% AccountingGudorf Tax Group is an Accounting company. They were launched in 1981 and offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
100% AccountingA.L. Schmidt is an Accounting company. Launched in 2015, the team provides Accounting. The agency is located in Dayton, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingBardon & Brackman is a small Accounting company headquartered in Dayton, Ohio. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
80% Accounting20% Business ConsultingSkelley & Company is an Accounting company. Based in Dayton, Ohio, their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLloyd, Darner, Guenther, & Ellis is an Accounting company. The team specializes in Accounting and Business Consulting and is in Dayton, Ohio.
Read more -
UndisclosedUndisclosed10 - 49Dayton, OH
Services provided
100% AccountingEssex and Associates is an Accounting company. The Dayton, Ohio-based firm was founded in 2003. Their team offers Accounting.
Read more -
UndisclosedUndisclosed250 - 999Kettering, OH
Services provided
100% AccountingPadgett Business Services is a midsize Accounting company. They offer Accounting and were founded in 1966.
Read more -
UndisclosedUndisclosed2 - 9Centerville, OH
Services provided
70% Accounting30% Business ConsultingSugarcreek Consulting is an Accounting company. They offer Accounting and Business Consulting and are headquartered in Centerville, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Centerville, OH
Services provided
100% AccountingSmall Accounting company Gates Kitze & Company, is headquartered in Centerville, Ohio. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Springfield, OH
Services provided
50% Accounting50% StaffingARC Staffing Solutions, LLC. Is a small Accounting and Staffing company located in Springfield, Ohio and Huber Heights, Ohio. The team focuses on Accounting and Staffing.
Read more -
UndisclosedUndisclosed10 - 49Marysville, OH
Services provided
90% Accounting10% Business ConsultingAccounting company Crippen & Associates was established in 2017. The agency specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
100% AccountingJC FINANCIAL CONCEPTS, LLC is a Columbus, Ohio-based Accounting company. They specialize in Accounting and were founded in 1997.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 2 Columbus Financial Services Companies
-
$1,000+$100 - $149 / hr10 - 49Columbus, OH
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Powell, OH
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Insurance Services & Brokers -
$1,000+$50 - $99 / hr10 - 49Columbus, OH
Ability to deliver
7.2/40.00/20 Reviews1.8/10 Clients & Experience5.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed1,000 - 9,999Columbus, OH
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Powell, OH
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Columbus, OH
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Columbus, OH
Ability to deliver
5.3/40.00/20 Reviews0.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr2 - 9Westerville, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$50 - $99 / hr2 - 9Columbus, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosedFreelancerPickerington, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosedFreelancerColumbus, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$300+ / hr50 - 249Newark, OH
Ability to deliver
8.7/40.00/20 Reviews3.7/10 Clients & Experience5/10 Market PresenceService focus
50% Accounting10% Financial Advising & Planning40% Other -
UndisclosedUndisclosed2 - 9Hilliard, OH
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$25 - $49 / hr10 - 49Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr2 - 9Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other
Get personalized agency matches based on your project goals.