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!

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.

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.

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.

From the owner: Holistic financial planning, fiduciary investment management, plus real estate and business…read moreadvice—all tightly integrated to put your money on a mission. OIC Financial was founded in 2024 to provide Business Owners, Military Veterans, and Professionals with Personal Wealth x Business Wealth services. We offer both local, in-person meetings in Columbus, OH and worldwide virtual meetings. Personal Wealth includes holistic Financial Planning, Investment Management for traditional assets and Alts such as real estate, crypto, and select private markets, and Real Estate Advice. Business Wealth includes Financial Advice designed to help people financially prepare and execute launch, growth, and exit phases of owning a business. Plus, we offer Financial Workshops to help owners recruit, retain, and show employees and 1099s that they care. Important details about OIC Financial: • Fiduciary • Fee-only • No commissions • Started as an investor 20+ years ago • Retired from the USMC and wanted to help others plan and invest too Asset Management, Portfolio Checkups, Professionals, Work-Life Balance, Investing, Stocks, Crypto, ETFs, Mutual Funds, High Yield Savings Accounts, Portfolios, Retirement, Budget, Finances, Economy, Real Estate Advice, Military Benefits, Financial Planning, Investment Management, Financial Planning Lite, Business Advice, Cashflow, and Financial Independence