Business Details
Your Trusted Partner for Financial Adviser Solutions
Mediate Financial has dedicated three decades to empowering clients through comprehensive retirement planning and investment strategies. Our Clear View Retirement Plan offers a structured three-step approach to clarify financial goals, identify potential obstacles, and implement personalized solutions tailored to individual needs. Recognized as the Readers Choice award winner for Best Financial Investment Company in the Youngstown, Ohio area, we combine community-focused values with professional expertise.Our team prioritizes transparent communication, educational resources, and client-centric decision-making to ensure long-term financial security. With a proven methodology and commitment to ethical practices, we guide clients toward fulfilling retirement experiences while maintaining compliance with regulatory standards.
Services
Retirement Planning
Investment Advisory
Wealth Management
Financial Seminars
Retirement Resources
Highlights and features
- We offer 30 years of specialized retirement planning expertise
- Our proprietary 3-step methodology ensures comprehensive financial clarity
- Recognized 3 consecutive years as Best Financial Investment Company
- Provide educational resources including retirement seminars and publications
- Implement personalized strategies with transparent communication practices
Associations and certifications
- State of Ohio Registered Investment Advisor
What people say
Best Financial Investment Company
Community acclaim
Expert retirement planning
Readers choice award
Personalized strategies
Services
Retirement Planning
Our Clear View Retirement Plan provides a structured approach to retirement preparation. Through three distinct phases - vision clarification, financial analysis, and strategy implementation - we help clients create personalized retirement pathways. The process begins with understanding individual goals, followed by comprehensive financial assessment, and concludes with actionable implementation plans tailored to each client's unique circumstances.
Investment Advisory
As a State of Ohio Registered Investment Advisor, we offer professional portfolio management services. Our approach focuses on risk assessment, diversified asset allocation, and ongoing performance monitoring. We provide customized investment strategies aligned with clients' retirement objectives while maintaining strict adherence to regulatory compliance and fiduciary standards.
Wealth Management
Our comprehensive wealth management services integrate retirement planning with broader financial considerations. This includes tax-efficient strategies, estate planning coordination, and risk management solutions. We help clients navigate complex financial decisions while maintaining focus on long-term retirement goals through regular portfolio reviews and strategic adjustments.
Financial Seminars
We conduct regular informational seminars covering retirement income strategies and wealth management topics. These sessions provide valuable insights into current financial trends, retirement planning techniques, and investment best practices. Participants gain practical knowledge to make informed decisions about their financial future while having opportunities for direct engagement with our experts.
Retirement Resources
Our resource center offers multimedia content including video programs, publications, and downloadable guides. The Clear View Retirement Toolkit includes Chris Mediate's book 'Your Money, Your Purpo$e' and other educational materials. These resources provide ongoing support for clients' financial education and decision-making processes throughout their retirement journey.
People
Chris Mediate
Founder
Chris Mediate brings decades of financial expertise to Mediate Financial, combining industry knowledge with community engagement. As author of 'Your Money, Your Purpo$e,' he specializes in retirement planning strategies that balance financial security with personal fulfillment. His leadership has earned multiple Readers Choice awards for financial services excellence in the Mahoning Valley region.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning through our proprietary Clear View Retirement Plan, which includes vision clarification, financial analysis, and customized strategy implementation.
Are you licensed to provide investment advice?
Yes, we are a State of Ohio Registered Investment Advisor offering professional portfolio management and investment advisory services.
What areas do you serve?
We primarily serve clients in Canfield, Youngstown, and the broader Mahoning Valley region of Ohio.
Do you offer educational resources?
Yes, we provide retirement seminars, video programs, publications, and our Clear View Retirement Toolkit including Chris Mediate's book.
How are you recognized in the community?
We've won The Vindicator's Readers Choice award for Best Financial Investment Company three consecutive years.
What makes your approach unique?
Our three-step methodology combines personalized planning with educational resources, focusing on both financial security and personal fulfillment in retirement.
Videos
Reviews (6)
Bette Clegg
Jan 05, 2022
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My husband and I have used Mediate financial for many years. A lot of life changes have occurred along the way. Chris is always available to quickly answer our questions and guide us through our changing circumstances. Leslie and the support staff are responsive and very helpful. We have never felt like a number or unknown client. We would highly recommend trusting your financial planning to Mediate Financial Services. They will provide both professional and personal advice. We have been very happy with the outcome of how our portfolio has performed.
Rocky Bellino
Dec 21, 2021
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Positive:Professionalism,Responsiveness
From the first moment of meeting Chris, We knew that he was who we trusted with our finances. Its been 10 years and we still feel the same way. It been the best 10 years ever. Not only is he our financial advisor, but a great friend. We consider him family. He also has an amazing wife and sons and you cant beat his amazing staff.
From the first moment of meeting Chris, We knew that he was who we trusted with our finances. Its been 10 years and we still feel the same way. It been the best 10 years ever. Not only is he our financial advisor, but a great friend. We consider him family. He also has an amazing wife and sons and you cant beat his amazing staff.
Ryan Sawyer
Dec 21, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Mediate Financial will help you with all your financial needs. The office dynamic is family and friend oriented. Super professional and friendly as if you have known them for years. They work very hard to process all of your paperwork and questions in a timely manner. Highly recommend if you are in the market for a financial planner.
Mediate Financial will help you with all your financial needs. The office dynamic is family and friend oriented. Super professional and friendly as if you have known them for years. They work very hard to process all of your paperwork and questions in a timely manner. Highly recommend if you are in the market for a financial planner.
Ginny OMellan
Nov 01, 2021
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Chris and Leslie are terrific people. I have been with them for over 14 years..They really listen to what your goals are and guide you in that direction. Chris does a great job of investing your money, always looking out for you. Chris, Leslie and their staff are the best!!
Florence McFadden
Oct 02, 2021
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My experience with Chris Mediate has been a true blessing. He is so professional and progressive in his knowledge in the world of finance. Twenty years ago he guilded me with with oldest daughter's college funding applications,then three years later with my younger daughter's college planning. What a releaf to work with someone so kind and trustworthy . He continues to advise me in all retirement investments and listens to my needs.
Mike Fayad
May 29, 2021
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Not your typical financial advisors. They arent just trying to sell and get you invested in a product like some other advisors I have dealt with. Chris and Leslie took the time to listen to our goals and dreams and recommended investments that were suitable for us. They didnt just stop there. We have 3 kids about to enter college. Since they personally just went through the college admission and financial process with their own kids, their insight on how to navigate those waters was invaluable. Their guidance has been spot on. I typically dont review companies online but felt the need
