We purchased a new home recently and were shopping around for a new carrier. Not only was Allstate…read morethe best value but the time and attention that Trevis Davie gave to us with our home, vehicles and boat was outstanding. He answered all our questions and found the best bundling and products to meet our needs! Amazing team! Thank you Trevis and thank you all at Davie Financial!!

Trevis is the best for all your financial and insurance needs. He has been my agent for several…read moreyears now representing my home and auto insurance as well as my retirement needs. Contact him, you won't be disappointed!

Cory met with us twice now. No pressure just solid advice. He worked up a whole plan and presented…read moreus with a book of how and why-we will be contacting him when we are fully ready to commit.

From the owner: Safe Harbor Retirement Group, LLC is an independent, retirement planning firm offering a…read morecomprehensive range of services for retirees and those planning for retirement. As an independent firm, Safe Harbor is not limited to a handful of products or providers, but represents and can offer access to virtually every carrier available to help clients get more out of their investments and reach your financial goals. Safe Harbor has Ohio offices located in Dublin, Easton, Beavercreek and Cincinnati.

In these days of high market volatility and having just finished a year when all the Dow growth was…read morewiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.

We trusted Don Ross with our life savings and after several years with him he recommended a large,…read morelong term investment that was not sustainable, not liquid and eliminated our flexibility in retirement. Don never disclosed that he was earning a substantial commission on our investment and we thought he was giving us independent advice. We lost a large amount of our savings and ended up with extremely high tax bills.

Poor customer service. Messed up our taxes and advisor and president like to put the blame back on…read morethe customer for a mistake made by the "expert". We paid for them to help and file taxes CORRECTLY, but THEY messed up and refuse to make it right claiming the customer should have "double checked" their paid professional/expert (even though the whole reason we pajd them was for their knowledge). 0/10 recommend.

I'm a recently divorced, mother of two special needs kids. I recently moved down here from the…read morenorthwest Ohio area. I had a financial planner there who was willing to continue working with me despite the distance. But, I was not completely satisfied with our working relationship. He really didn't help me to understand my finances and being recently divorced, it was very important to have a complete understanding of my finances. Also, he never included my two special needs children as part of my financial plan. Actually, he never even asked about them. So, I began to look for a financial planner closer to home and someone who hopefully understood the current and future challenges my children and I would face. Well, surprisingly, I hit the jackpot of financial planners when I met Barry from Rebel financial! Not only is Barry a very educated, savvy, and qualified financial planner, he also throughly understands and specializes in working with special needs families. Right off the bat, Barry wanted to know details about my kids needs, both present and future, and he wanted to know who they are and what they wanted out of life. When we started making my financial plan he automatically included a plan for each of my children. Barry has experience working in special needs financial areas such as waivers, Medicaid, and social security to name a few. Barry is very trustworthy, easy to talk to, and I feel he is genuinely invested in my and my children's future. All the other people I have met at Rebel Financial have been warm and welcoming. I truly feel that I have a financial advocate in my corner with Barry and Rebel Financial.

Howard was extremely knowledgeable and personable. He made sure we were informed throughout the…read moreprocess and we plan to go back to talk further about our goals and investments. Plus his dogs are super sweet!

My husband has been using Howard Slutsky's services prior to our marriage. When debating who would…read morehandle our first joint return this year, he won out. I was pleasantly pleased with the service. Ben was our point of contact and was extremely responsive, professional, and friendly. I had an unrelated question this past spring and he went out of his way to help steer me in the right direction; even made a call on my behalf. I would recommend this CPA firm to anyone who values great service!

David has been our financial advisor for 7 or 8 years. He has loads of experience and is able to…read morehelp in ways that expand beyond the usual financial advisor. He even went with me to STRS before my retirement to hear the same information I was hearing and helped me understand things a great deal! He has NEVER proposed anything that wasn't in our best interest or that would go against what we have discussed as our wishes, hopes and dreams. We recently needed to deal with some inherited stocks, etc and he was able to advise the best path forward for us -- and this did not include transferring anything over to him or his company. He just told us how things are done and what to expect as we went through the process. He's just a good guy and very knowledge.

I'm getting old. Well, I'm already old, but I'm starting to think about retirement…read more Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.

Went to the Polaris location to have them fax papers on my account. Lovely reception area. When I…read morecalled two days later to check on the progress found out the girl only faxed two of the three pages. Then talking to customer service found out I could have scanned it. The original person never gave me that option and said I needed to fax or mail them my paperwork. Such a waste of my time and gas!

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.