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.

I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

Very friendly PNC branch. I've had much better experience with their fraud protection that the…read moreother reviewer.

If PNC suspects fraud on your account, they don't contact you! They just adjust your account until…read moreyou happen to notice it! We wrote a 3k check for rent and a 6k check for a deposit on a commercial building. The property owner deposited those checks and they cleared our account on Monday. I do my accounting everyday, so each evening I check my accounts and update quickbooks. Tuesday evening, the account was still fine. Wednesday morning, I get a call from a very angry property owner that the checks bounced! I pull up my account and it says suspicious activity. Called the 800 number and she stated they sent an email... complete lie. No phone call, no email. So this bank suspects fraud and just doesn't contact you. So, then I call my branch. I called Howie, because he just called me on Monday and left a voicemail to call him back, in a panic, I did because I thought something was wrong, was only calling to say hello and to tell me about that the lobby was now open. So they will call for stupid sh*t, but not when they suspect fraud. Anyway, Howie was completely useless. Had no remedy for the situation. So, I had to leave work, go to pnc and get a cashier's check and then drive it to Cincinnati... 2 hours away... on a work day! All this could have been taken care of by a simple phone call to verify the checks. Instead of bouncing the checks, who knows what it did to the property owners account (possibly cause an overdraft) and then make it look like we didn't have the money on a brand new property (great way to start a business relationship), plus cost me an hour and a half on the phone between 2 phone calls and then 2 hours down and 2 hours back on a work day! They offered no solutions... the best that they could do was waive the fees on a cashier check.

We are very happy with the exceptional services provided by Tenesha Hartgrove. Her expertise and…read moreprofessionalism have truly made a difference in managing our tax planning. We highly recommend her services to anyone in need of top-notch accounting assistance!

Tenesha is very nice to work with. She makes sure everything is taken care of, answering all…read morequestions thoroughly and responds to all inquiries in a timely manner. She did a wonderful job on my taxes.