We used Farmers for our home mortgage when we moved. Our "regular" bank was not very responsive in…read morethe Home Mortgage area. Rick took great care of us amid all else he had going on. Treated us like a member of the community before we even got here! Now 18 months later, Rick called us, asking if we were interested in saving some money. Turns out interest rates were down, and even with paying them for the Refi, we are going to save thousands. Thank you for having a team that looks out for their members!

I've worked with Todd and Anna for years and am so grateful for their expertise. In everything from…read moresaving for our house to maximizing our work retirement accounts and planning for future education, they have been an excellent financial partner. A few reasons we have chosen to work with Giere Investment Services: Professional All interactions are very professional and free of any judgment. We choose the lifestyle and investment level that suits us and they are there to support us with strategic advice that accomplishes our goals. True Partners I know I can call any time and speak with Todd and Anna. They don't refer me to a help desk that doesn't know me or my accounts. They've helped us understand the tax implications of different strategies and even show us how accounts at work (which they don't manage) can be used most strategically in our portfolio. Timely Todd and Anna work quickly to set up accounts, transfer money and distribute important information. The option to sign documentation electronically makes transfers and account changes very simple.

Spoke with Todd on the phone, basic interview about their services. Continually talked over us on…read morethe phone, felt very rushed like he had something more important to do, barely was able to answer any of our questions and kept pushing us to meet up and see if it is even a fit for them. I understand that their company works with your money for investment purposes, mostly doing things behind the scenes, but it would not kill you to maybe be nicer to potential customers on the phone and help answer questions they have verses talking over them and being in a hurry. I would not recommend investing even a cent with these guys behind the wheel, don't waste your time.

Summit Mortgage helped me recently with a refinance. They were able to get me a much better…read moreinterest rate and saved me $500 a month on my monthly payment. The process was easy and everything was explained in detail to make things easy to understand. The staff is very professional, helpful, quick, and thorough.

Bryan and his team are great to work with! Timely and accurate! Would recommend them highly.read more

Very poor communication. I waited up to 17 days for email replies to my simple questions. One form…read morewas rejected by the IRS, and I contacted Account Source for assistance, again waiting a week without a reply, leaving me to call the IRS and resolve myself. Account Source promptly replied to me the same day only when I asked for a refund on the two forms that were rejected. (Interesting.) In case you're wondering, I wasn't given a refund, instead a string of defensive emails which must've cost the company more in time then it would've been to just refund me for the two forms.

Great staff and amazing service! Appreciate the time they take to review my insurance each year and…read moreoffer ways to save money.

Teri has been my go to at this agency for many years and she does a great job. Teri is very…read morethorough, professional, and very knowledgeable about all their products. Thanks for making it easy for me.

Flat out one of the top mortgage brokers in the metro. If you are looking for a loan officer, or…read moremortgage lender, be sure to speak with Mike before you make your final decision. I have had the experience of plenty of other mortgage brokers, mortgage lenders, or loan officers, and if Mike cant do it, no one can! If you have a challenge, or someone else says "no", make sure they aren't just looking to get out of the extra legwork, give Mike a call, you wont be disappointed!

Great bank, great people. I was with another bank for years and couldn't believe the difference!…read more Since moving to FSBOH for my banking, I also refinanced with them. I was not looking forward to the daunting task of this but they made it so easy and friendly.

Searching for a new Medicare plan. We had a meeting with John Foldenaur who explained new options…read morebased on our current physicians and meds. He clearly knew the plans and advised us on plan to best meet our needs. Medicare coverage can be so difficult to understand. It was extremely helpful to have someone knowledgeable walk us through the details.