Dublin, OH Financial Consultant

Great staff, our finacial advisor Sean helped us out alot and made the process easy.

While the details of my visit are private. I recommend Kyle Hatfield a Financial Advisor at Edward Jones to everyone looking for a great retirement plan

We can't say enough about Michael. He has taken us from an uncertain and grim financial outlook to a very comfortable retirement in our future. If you don't know ... more

I made the switch to Everhart a few years ago and have been very happen with the advisory relationship. Not only have they been experts in managing 401k plans (like our c ... more

Great staff, our finacial advisor Sean helped us out alot and made the process easy.

Good experience I recommend them.

As I get closer to retirement, I needed to make sure I had enough invested to retire and do the things I want to do. I also wanted to make sure that I did not outlive my ... more

Though the details are private, Jenson was extremely knowledgeable, professional & easy to talk to! After my initial conversation with him, I trust the financial path he ... more

John is great to work with.

Mid Ohio Benefits Group provided my small business with unparalleled service, saving us a ton of money while providing my employees coverage they cant get elsewhere. The ... more

As a startup owner, I was a tad apprehensive about hiring an outside firm for a consult. I couldnt be happier with the decision to reach out and give these folks a call. ... more

Rod Skaf is the most committed dedicated smart talented gifted heart gracious financial wealth builders on this planet.

The team is responsive and gives great advice on the best way to manage your money and investments.

Kim Moser-Amaya - has so much passion for raising women up and make them see the potential for financial freedom. I have had the opportunity to hear her speak, to tell he ... more

We have been using the service for both our kids. Scott has very deep professional knowledge. They navigated the financial aid process smoothly and provided with thoroug ... more

Credit Remedy has been a vital component in our businesses credit success. Immediately upon signing up, we received a call from an advisor that walked us through setup an ... more

Jeff Bell and Consolidated Financial are a great team! Jeff has taken great care of our 401k program, and personally reviews the plan with each of our team members. Not j ... more

Great staff! Very welcoming love to work with them! Would definitely recommend for your financial stability ratings needs

BMI is the best. I have multiple accounts and loans with them. They are always super helpful and courteous.

This is the real deal. Fee-based financial planning. Best financial planning decision ever. Money well spent.

Im so excited! Kim has made the process painless. She is extremely professional and knows her business. After our first appointment I had a clear path to accomplishing my ... more

Great customer service, quality workmanship. Definitely on the list of our next home.

Best Accountants, Best People that are always there for you!!

I went in to have my ira changed from one financial advisor to charles schwab. Nathan stevens couldn't even do the transfer correctly.

Mike found an error with last year our previous tax preparer created. We were able to recoup a couple thousand dollars. I am so thankful to have a tax service as skille ... more

Toby has been very dedicated to assisting us in our retirement planning. Highly recommend.

Brian Smith is a fantastic partner and resource in this field. Highly recommended

This company claims to have business hours of 830am to 6 pm on the letter they sent me including the number which I dialled in was promptly put on hold and was left on ho ... more

I gave Rodney Kincaid and Samuel Kincaid of Balmoral financial 75,000 USD over three years ago to start my movie project. They took my money and did nothing that they com ... more

I would give them less than 1 star. Dont waste a phone call. TERRIBLE! I just called and asked if I could speak to someone about a life insurance policy. He wanted to kno ... more

Absolutely HORRIBLE service!