Dayton, OH Financial Planner

Friendly staff always clean and organized. Very helpful staff

Theresa Marzette-thank you so much for helping me and making the entire process so easy! My debit card was stolen and had to file disputes. Theresa was so very supportive ... more

Adam is a great agent. What I liked best is he does not try to pressure clients into buying products unlike other agents I have spoken with in the past. Most insurance a ... more

Down to earth advisors with information we can use. Very family and friends oriented. Recommend by a person I trust, now they are people we trust.

Feldmeyer Financial group are good honest folks. Derek and Alyssa are so knowledgeable and always follow up.

Darrin has done a Great job with our investments!

What kind of bank gets rid of all of their coins? What is even the purpose of this? I know banks are meant to take the money from your customer base and use it to get exe ... more

I have been with Feldmeyer Ameriprise for a long time. I trust this group with my retirement goals. I think I’ve been with them for more than 10 years. I have been with ... more

Sam is the best adviser we have ever had. He balances the portfolio and listens to our personal values. We appreciate how he has helped our money grow.

Been in the business since september when I was hired and everything has been great!!! They were patience with me when testing form my license and a great help with that ... more

The Covenant Planning group places an emphasis on integrity when working with clients. They listen carefully to the client's requirements to make recommendations for the ... more

My wife and I have been client's of Tim Ippisch for a long time. He is knowledgeable, friendly, and service oriented. I highly recommend Tim and his team if you are loo ... more

New friends at a time when I really need them!

The ladies here are awesome! Great friendly service!

Great people to work with. They explain everything really well. If you have any questions they respond quickly by email, text or phone call. Highly recommend.

Dear Fellow Business Owner and/or Executive, I highly recommend Tim Adams as a full service solution for accounting and administrative support requirements. We were spend ... more

I really enjoy working with Rachel and Nick from The Private Investment Group! They are very friendly, knowledgeable and take a personal approach with their clients.

They do our taxes each year and do us a great job. Always friendly and professional.

Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.

I had a few communication issues and gaps, but it all seems to have worked out. I understand now that they get very busy during tax season. Thank you all for the f ... more

I am so glad I went to Westfall & Brookins. I give it 5 stars🎶

I have never done business with this company, however, in comments made by other reviewers of this company, Kerry sounds more like a Karen. This review is solely to offse ... more

I spoke to my good friend about recommending a new CPA. I felt a change was needed. He recommended me Fritz Financial who has been using. She was very knowledgeable about ... more

I thought I was dealing with a reputable, respectful organization. Well, I was quite fooled. I would not recommend this organization to friend, family of foe.

We used this service for 2 years, 2021 and 2022. The first year they missed $1500 in covid related money. The IRS amended the return. We made mention of this the next yea ... more