Westerville, OH Financial Consultant

Personal and professional. Always going above and beyond to ensure I’m always taken care of. Alexis took the time to know my personal situation and then created plans t ... more

Critical: Professionalism, Quality

Tiffany is professional and consistently thinking of ways to better herself and her clients satisfaction. Tiffany goes above and beyond for her clients even taking calls ... more

Highly professional and knowledgeable. These guys take customer service seriously.

Secretary to fast to put on hold agent not in office she checked on in same room with the person wow looks like a duck quacks like a duck guess who

Excellent communication with this team. I appreciate the authentic approach to educating the client. I am a second generation client - I would recommend Tim and Kristy ... more

Kevin was extremely personable and helpful in getting us set up with our estate plan and necessary docs. I would absolutely recommend him and his practice for any legal m ... more

Kevin lehman is nice.

I needed to reset what i was doing financially. I got Rodney's name from a coworker. I sat down with him and discussed my finances, told him what I wanted and needed rega ... more

Very nice and friendly food pantry. Great online selection of food. No just produce like so many of the others.

Great discussion and updates!

Nicole at Broke2Baller is awesome! She is talented at what she does and explains financial situations with ease. She was very well versed with introducing me to the inve ... more

Extremely knowledgeable, flexible and quick. Gary is the man to go to for your taxes! He helped me out tremendously.

Mike has been instrumental in helping our business go from profit-less to profitable. He's straight-forward, but ALSO very sensitive to the needs of business owners himse ... more

I've worked with Sunny at Venus Capital for a while now. He's extremely professional and quick to respond to all requests. He always has great customer service and I'd hi ... more

Theyve done our taxes for a couple years running and been fantastic. Great character, great competency, great people. Id recommend them to anyone.

Our family has trusted Jason for our financial planning for years. Jason has set us up well for retirement but also have provided us with the ability for great short term ... more

I have sent this company multiple emails over the past 12 months because I wanted to work with them. I have received no response to any one of those emails. They seem lik ... more

Deposited a cashier's check from another bank and asked about a hold and was told - "No hold needed as this is a certified check from another bank. Your funds will be ava ... more

Bait and switch on quotes. Telling me I have a DVM record I don’t. I wouldn’t use this crooked place.