Do not confuse this firm with any of the other Investment Planning Group firms based in either Idaho or Ohio. They do all seem to be structured the same, i.e. Father and Son brokerages, however their abilities differ in the extreme. My wife and I moved here from Westlake Ohio where my Father received great financial planning services from the Investment Planning Group, Inc. located on Detroit Road for years. Chris DeVito and his son Alex are a great team along with the other members of their firm. This group however, Tom and his son, seem to be more interested in what profits them (outrageous fees) than in providing a strategy for financial success for their clients. I must make this one positive observation, they have found a financial plan that is providing well for themselves. My recommendation is to turn to a more reputable firm and avoid this one. Your finances both present and future will thank you. read more