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iPlanGroupFinancial advisor in Westlake, OH

iPlanGroup is a financial advisor at 28011 Clemens Rd, Westlake, OH 44145, ranked #13 of 76 investment advisors in Westlake and rated 4.4 from 40 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Westlake, OHUpdated 0 paid placements in any rankingHow we rank

Call (855) 604-7526Website ↗

Key facts

Key facts about iPlanGroup
Address28011 Clemens Rd, Westlake, OH 44145Get directions
Phone(855) 604-7526
Websiteiplangroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.4 from 40 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyadditional Google category
  • Investment Advisorsadditional Google category

Service area

Serves Westlake and 11 towns within 25 miles: Bay Village, North Olmsted, Fairview Park, Avon Center, Rocky River, Avon Lake, Avon, Lakewood, North Ridgeville, Brook Park and Berea.

Based in Westlake, OHView on map

Opening hours

Opening hours for iPlanGroup
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about iPlanGroup

How is iPlanGroup ranked in Westlake?

iPlanGroup is ranked #13 of 76 investment advisors in Westlake by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are iPlanGroup’s hours?

iPlanGroup is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does iPlanGroup serve?

Serves Westlake and 11 towns within 25 miles: Bay Village, North Olmsted, Fairview Park, Avon Center, Rocky River, Avon Lake, Avon, Lakewood, North Ridgeville, Brook Park and Berea. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about iPlanGroup?

iPlanGroup has a rating of 4.4 from 40 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact iPlanGroup?

Call iPlanGroup on (855) 604-7526. The business is at 28011 Clemens Rd, Westlake, OH 44145. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

iPlanGroup compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
iPlanGroup (this business)—624.4 (40)NoNo
JL Smith Holistic Wealth Management | A Prosperity Capital Advisors Company#11634.7 (72)NoNo5.3 mi
Aspire Investment Management#12635.0 (10)NoNo1.2 mi
Sean Glazier - Edelman Financial Engines#14605.0 (15)NoNo1.3 mi

See all 76 ranked investment advisors in Westlake