They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.

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 have much respect for Karen Cookston. She is there for me…read morewith any financial need or question. She is professional and caring. Karen is reassuring and supportive. I feel secure in her decisions.

Mark has been my mother's financial advisor for many years. Based on how well he has done for her,…read moreespecially during some difficult and uncertain times, I decided to make an appointment myself. Mark invested (see what I did there? :)) a great deal of time & investment expertise in learning about my financial background and what measures I need to take to teach both short and long-term goals. This was accomplished by discussing my risk comfort level, market indexes, time-line of said goals, etc. Mark's office has recently located to next door to The Porch Growler on N. High St. in Worthington. The space is lovely and there is ample parking in the rear.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The team is amazing. Always there to answer clarify questions. The advisors are extremely helpful…read moreand knowledgeable.

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

Want to deal with a financial adviser that talks down to you? Want to deal with a financial adviser…read morethat acts like they don't have time for you? Then Ted's your guy! This firm is atrocious, they sit upon their pedestal looking over the peasants they call customers. Don't dare ask them question when they want something from you, just make sure you give give give.

Stay away!!! Easy to put money in...VERY difficult to get money out!! Arcane systems and…read morepaperwork........ After waiting a month submitting my TSA surrender paperwork, I called today and was advised that the paperwork was incorrect. NO call, No email, No contact. I have to start over. TERRIBLE customer service, was told by one agent no penalty at 59 1/2 and was told today a 20% penalty. Your agents do not know their business. Had to call twice after being cut off and go through all of the security verifications. 25 minutes on the phone. This was the corporate office, not the local office.

quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!