The people at Wealthquest are excellent financial managers. They work with TD Ameritrade, Schwab,…read morebut really any customer base. If you are in the Ohio or Chicago areas, or really anywhere, consider them.

I have had the pleasure of working with Al Pearlman of Burkhardt and Co. in Milford for my personal…read moretax returns in the past. My experience was great as the service was accurate and timely. I know that Al and his team have helped many of other friend both on a personal level and business level and have always heard positive feedback.

I don't write reviews often. But my experience with rocket mortgage is great. There are some delays…read morebut I understand it, it's part of the process. From our Mortgage Banker Chris Klug, who explain to me everything in details, from application to closing. Regina Hillman who have all the patience is very professional, she answer all my questions regarding the closing procedure. I had a problem with my bank account number and she went out of her way to find the right person who can help. She gave me the number and I spoke to Mike Brown who help me to fix everything. The closing went smoothly. Thank you to your team.

Service was terrible. Kept me totally in the dark and would never respond. Loan officer non…read moreresponsive and I would not recommend working with this firm. In fact I would suggest finding anyone else to service your mortgage. The worse that I have experienced in the entire industry.

There are other agents out there; if you want State Farm, you need not use this office. I started…read morewith Bonnie when she had this office, always had good service from her, but she retired. I just changed State Farm agents, because when I had an issue recently, I visited the office and from behind his three foot wall, Jeff spoke to me and my fiance rudely and condescendingly. Rather than inviting me to sit down to talk about my situation (issue in my basement) and my policy, he was dismissive and unhelpful. Just the fact that he kept me and the Hoff standing there while he was hiding behind his wall told me he didn't want to deal with me. He seemed angry with me that I hadn't sat down with him earlier to talk about my policies, and when I explained that I work a lot, he made some sort of comment about being available in the evening to meet with me. When I said I sometimes taught until 10pm, he seemed incredulous. So, at a moment when he could have been being helpful, he was scolding me for not having found time in my schedule to sit down with him - even though I had come in to renew my policies with one of his employees and had an extended conversation with her at this time (by the way, she's a wonderful, friendly person, and I think she knows her "boss" is not customer-friendly). I do not recommend this office.

We have had nothing but impeccable service from Jeff Mundy, and all of his support staff. Jeff has…read morebeen very accessible when we have questions about our policies, and returns phone calls promptly. We have always found Jeff to be nothing but friendly, and extremely knowledgeable about all the products and services his office has to offer. We were so impressed with Jeff that we changed all of our policies (auto, home, renter's, life insurance) over to State Farm, under his care. We are continually impressed by his excellent service.

I want to start off by saying that in general, it's usually a nightmare to work with insurance…read morecompanies. I've had horrible experiences in the past, but since switching to Chris Champ every experience has been made so much easier. Just yesterday he was able to literally find me a solution within 48 hours for a sudden issue. He's always accessible by text, phone, email and is extremely quick with replying. I would highly recommend this company to everyone. Finally someone I feel I can trust and rely on especially when things are going bad!!!

I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.

I recently used River City Mortgage for a mortgage on an investment property. They beat other…read morelenders in rates. Heather Witt was incredible to work with. I needed a quick close, and she went out of her way to ensure we met our timeline. Her communication throughout the process was great, and she was quick to answer any questions or concerns I had. River City Mortgage will be my first contact the next time we need a loan. The personalized cutting board was a surprise, thank you!

I would not trust this company. From start to finish there were many red flags that I kept…read moreoverlooking due to my situation and application being a tough loan to approve. I continued as I had invested so much time! I started with one loan officer who became aggressive verbally because I had legit questions about my loan that he didn't want to answer. He drove to my home yelling at me in front of my daughter outside of my car, then left driving quickly and yelling all the way up the street! I was then assigned a new loan officer who was very professional and polite the entire process UNTIL 3 weeks ago. I closed on my home 4/28 and moved in 5/1/ 2023. I am shocked and disappointed with certain companies who take advantage of their clients. I am sure it happens more than many realize. To make a very long situation as short as possible, the home I bought was a new build and the prior owner had only lived in it a little over a year, and since property taxes are 1 year behind, he was only paying for land. Dan Hunter assured me that they would access my property taxes as close as possible and between Title and River City not doing their job just to get a sale closed, I am now in a terrible spot due to a huge escrow shortage of 3213.59 and a increased payment of $480.81. Dan and I had several text messages and all he could do is blame the title company. This is unacceptable. I spoke to my mortgage company to where I pay my monthly payment, a real estate attorney, and other companies who are now trying to help me and I have heard the term " predatory lending" multiple times. I spoke with Dan on the phone hysterically crying and he mentioned they would try to help me, even if it meant they didn't make a penny lol, but next thing I know I am blocked from his cell. I called River City directly and ask to speak to Nick Hunter (his son) the owner 6 times. I was told he wasn't in the office, which was a lie. I ask for calls back, which I never received. There is nothing in writing stating that my payment would increase by almost 500.00. I even received a surplus check 3 months after I moved in from Carrington. I ask my mortgage company and Dan about it. I was told to cash it, even though Dan now says that he didn't tell me that. I even talked to the county auditor in Warren county and they said I should have already applied for an owner occupancy discount; which I knew nothing about. They stated that River City should have told me this. Oh and did I mention, that before I even knew that I had an escrow shortage, Dan had text me twice in a 2 week period and was incredibly pushing about doing a refinance for me. The rates he gave me are not found by one mortgage company. I was told, it is a way of these companies selling re fi's by buying points. I was about to get taken advantage of again. Every company I have spoken to states that River City needs to be ethical and make this right and to report them to BBB. I gave them every opportunity to fix this and keep me as a client, and they did not. What company blocks a client and the owner won't get on the phone nor return a call? I would say one with a guilty conscious. Run from this company!!!!!!!!!!!

When looking for an insurance company, look no further than Barney's agency and his team at State…read moreFarm! We have used them for Years now. I have no need to ever go any place else. Their service is Top Notch and their expertise can't be beat. Natosha is very knowledgeable, quick to respond, and is the bestest of the best at handling any of your needs.