Miamisburg, OH Financial Services

Teressa was phenomenal. Been waiting for these checks for over a month and couldn't take the time to wait for the bank to clear. She was beyond friendly and professional ... 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.

As the Sales and Marketing Manager for Colletti Motorsports, I have had the pleasure of working with Jeric Wisecup. Mr. Wisecup and his firm have been so helpful in shar ... more

David treats his clients like family. He has over thirty years experience and is the only adviser I trust with my financial future.

Dont go

Justin and the team are great

The team at Civista in Miamisburg always goes above and beyond for us. We are very fortunate for the relationship we have created with all of the staff. As a customer for ... more

I dont routinely give 5 Stars because they tend to look staged. Having said that: I want to share my recommendation RE my advisor, Jeric Wisecup. Ive found Mr. Wisecup ... more

Don't know

Terrible experience here!! I've been banking with them for at least 8 years and was treated horrible by the staff!

Sheila is great. Sheila is always helpful and does a superb job, keeps you informed.

inside OM gas station Only charges a $2 fee Courteous employees at the station

If there is a wait, it is short. The tellers are always so pleasant, fast, and helpful with questions or can direct you to someone who can help you. The banks hours are s ... more

I wouldn't trust my financial growth with a company that doesn't give gratuity to delivery drivers. If they make poor decisions with their own money what says they will g ... more

Rick has done a great job for us. Keeps us up to date on how our accounts are doing.

Great place for accurate tax returns. A bit expensive

No cash after 6pm?

I have been with them since very first day. They are extremely friendly, sincere and trustworthy. They have thorough grasp of wealth management issues. They have extraord ... more

Chris Garity delivers a level of client services that is second to none! Chris works directly with his clients to establish a trusting relationship & help his clients bui ... more

Mary is the truest definition of professionalism. She is a world class human being and takes her passion and dedication to her clients to the highest level. It is a true ... more

Nick is the absolute definition of class and professionalism. I have never met an advisor so passionate for the highest level of care anywhere in my career. He and his te ... more

Both Bly and Dereck were very helpful in everything about us finally getting a new family car I would recommend this place to family and friends

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What a super experience getting to work with Jonathan Merkel and his team . On the purchase of our new home ,very professional team . On point with everything they promis ... more

They are very unprofessional here and some people do not deserve the management position.