Very helpful and friendly staff . Joe and Bill are always polite and courteous as well as the other…read morestaff . Very welcoming.

I would rather live on the street than endure another mortgage approval process with Huntington…read moreBank. Throughout the approval process, there were weeks of no communication when time was of the essence. Their online signing system is terrible. The documents received through email could not be accessed and when we asked to receive documents in a different format, our lender did not follow through. They waited until the last minute to complete approvals and provide final dollar amounts. During the approval process, they used a system that pulled up addresses that I have no association with, and asked for loan statements for these addresses. They often asked for the same exact documentation multiple times. I have been through 5 mortgage approval processes (2 primary residences and 3 investment properties) and this was by far the most disorganized and convoluted process I have ever seen. I had to get my financial advisor involved to talk to the lender in order to explain that all of the requested documentation was provided. The lender is a VP (according to her email signature) and yet she claimed to be at the mercy of the underwriters every step of the way and refused to take responsibility for any issue. The CD document had additional added fees that did not add up to the total amounts listed. Our lender provided false information on several occasions and even threated to cancel the closing over $300 after we were provided false information about the final closing cost on the morning of the closing date. This was also the fault of the title company BUT there should have been communication about the final totals WELL BEFORE the day of closing. There are other smaller inconveniences but overall, the lender is plagued by such severe incompetence that it borders on malicious deception. Each client is a means to an end for financial institutions and I am sure that this review will do nothing to raise questions about their approval workflow, but I hope someone from Huntington corporate reads this and makes a change. My family feels disrespected and cheated rather than being happy about our new home.

I had a 45 day lock on my mortgage at 4.75%. Once the 45 day lock expired and the rates went down…read moreto 4.3% I asked for the new lower rates and was denied. What is the point of locking in a rate if it only benefits the mortgage company? After speaking to Josh Baisden (Sr. Research Specialist) at (614) 418-3948 I was told that I had the option of not signing the loan. That 'sounds' reasonable to him but here in reality if you don't sign the mortgage you don't get the loan. Given that closing was in less than 10 days no where in the real universe would it be possible to get a mortgage in that amount of time. Huntington Mortgage had me between a rock and a hard place and I had to sign. I will never use Huntington again. If you choose to get a Mortgage with Huntington get in vivid, clear, detailed writing, what the point of locking in rate is and what happens when that lock expires. Option #2: Just trust them to do the right thing by you.

My wife is 60 and I am 62 and we have been clients of Jim Kinney for the past few years. Thanks to…read moreJim's financial acumen and sage counsel, we were able to retire three years ago. We are extremely conservative financially, and we asked Jim to help us earn income on our investments (to supplement our pensions) while preserving principle as much as possible. Jim listens to his clients and is very respectful of their risk tolerances. In our case, we have a "very limited risk tolerance" and he has guided us to conservative investments that still meet our income goals. The Financial Plan prepared by Jim is extremely comprehensive. It is more than just a snapshot of where we are financially - it is a guide and a tool (along with the monthly Morningstar reports that Jim provides) that we use to regularly monitor our financial health, our progress, and make sound financial decisions. As we contemplated retirement and a move across country, we consulted Jim regarding the sale of a home, purchase of two condominiums, purchase of a new vehicle, etc. Jim was also extremely helpful in re-assessing our life insurance needs and our long-term care insurance, and he referred us to an excellent CPA. in addition to being trustworthy, Jim and his partner Luba, are ethical and just good people who we most highly recommend.

Are you looking for a down to earth financial planner? One who will make time for you at your…read moreconvenience? A straight shooter, that will make things comfortable for you a financial planner you can have faith in. My husband and I together, were in the process of moving my husbands 401Ks and also talking to Jim about my 88 year old Mom's portfolio. When my husband unexpectedly passed away, I was in such a dither because even though I was part of the of the everyday finances all this seemed so very complicated. What if I made the wrong decisions? This was my future. Jim very calmly sat with me answered all my questions, drew up a plan that made me feel comfortable, one that's no too aggressive but still making money. He also gave me advice concerning Mom that would protect her and me as the executor of her estate in the coming years. It's been 5 years now and I feel better about my finances today thanks to Jim. I highly recommend Jim as your financial planner!