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!

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.

When I found myself a single father of three, I knew I needed to get my finances on the right…read moretrack. Kevin has helped me to develop a big-picture money mindset as well as practical steps and accountability. I highly recommend him to anyone looking to improve their financial situation.

Kevin was great at helping us learn what budgeting really is and he helped us focus on our…read morefinances. He helped us learn how to control our money and tell it where to go. I can't recommend Pro Perspective LLC enough!

We've been working with Matt as our financial advisor, and the impact has been incredible. He's…read morehelped us gain a clear vision of our financial goals, understand exactly how much we earn, and see where our money is going. With his guidance, we've been able to make smarter decisions, stop unnecessary spending, and focus on what truly matters. Thanks to his support, I've been able to confidently launch my dream business! Beyond that, he's helped us plan for the future, set ambitious family goals, and prepare for our daughter's future and potential future children. We feel more secure, empowered, and excited about what's ahead, and we can't recommend him enough. He truly works with you and your circumstances with no judgement and treats you like family.

Matt at Arena Investor is fantastic! I am so happy to have a financial plan now, and it's great…read morepeace of mind. I am going to be investing soon too. Matt is easy to work with, understanding, a great resource, and makes the financial plans easy to use! Highly recommend.

Glenn has been our financial advisor for over 25 years and I can recommend him highly. He has a…read morehighly personalized approach based on listening to your future goals and consideration of current lifestyle. He really listens to understand your situation and makes recommendations based on what he hears and his knowledge and experience as a financial adviser; it is not a one size fits all cookie cutter approach but rather an individually tailored program. Based on his advice, we were able to pay for 4 years of private college tuition without any loans, keep our current lifestyle, and save for retirement. Completely trust Danielle and Glen with our money and highly recommend them, they truly live by their mission and we couldn't be more pleased with the results.

From the owner: Holmes Management LLC is a family-owned and operated financial consulting service. With over 32…read moreyears of experience in financial planning, they are responsible for managing over 100 million dollars in assets. They offer services such as financial investment planning, retirement planning, estate planning, and more. Along with a vision to provide clients with meaningful, highly insightful and well defined financial advice, they want to help you achieve your financial goals. Contact their team today to get started.

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.

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.