Great experience with the Korhorn team over the years. I went in thinking that I was well schooled…read moreon investments as well as my overall financial picture, over the last two years I have received excellent support and help. I never had a financial planner before and was use to taking investment advise from my CPA, friends, and news media. I had no idea of how much I didn't know. From investments, to savings, to taxes, to insurance, to estate planning I have received some great advise and council. I work with Matt Hoke regularly but also interface with many others in the team. Everyone is helpful with outstanding communications. Recent examples including changing my auto insurance coverage, transferring an inherited IRA for my wife, and researching some REIT investment options. Recommendations and decisions are always made based on my needs and comfort. Never am I pressed to pick a particular product or make an immediate decision. We work collaboratively on decisions, and Matt always validates my understanding with decisions we make. My regular meetings with Matt allow me to discuss my overall financial plan and needs, assess changes I need to consider (e.g. establishing a trust to avoid probate for our heirs), and strategize investment plans and strategies. We discuss a multitude of topics in our meetings such as decision to purchase additional long term disability from my employer, 401K investment choices, and investment risk/risk tolerance. Last year my employer due to Obamacare, changed their heath care options. I discussed options, tax impacts, and coverage levels with Matt. My choice of a high deductible plan was made based on these discussions. I and more importantly, my wife is very pleased with these decisions. I am 100% satisfied with the help and support that I have received from the Korhorn team and intend to continue as a customer.

I would rate the service and advice that received from Mike at 5 stars, but the way that he…read moresuddenly and with NO NOTICE NOR ANY EXPLANATION dismissed us from the practice I am only giving it 1 star. We had complete confidence in Mike and were expecting to have a long term relationship with this company providing us with financial advice. Instead, out of nowhere, Mike told us at the end of one meeting that neither he nor anyone else at the firm could provide services to us. So just like that we were left with no financial advisor!! For that reason I would suggest not getting involved with this firm -- you never know if they are going to spontaneously decide they no longer want your business.

Terry is well informed and has great expertise in managing money. He gives the BEST customer…read moreservice and stays in touch regularly. He is not only personable, but extremely ethical.

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.

I've had a dormant checking account recently and the minimum 5 bucks in a savings since I joined…read moreover 10 years ago. I never incurred any type of penalty or fee of any kind. I just got a letter from a company stating I was sent to their collections to settle a debt everwise claims for my checking. I didn't like the new branding and was considering going back to get a new debit card now that I'll be having a direct deposit with a new job. But now I'll never be able to trust them ever again. Caveat emptor.

The phone system has been changed to reroute to a central system and not allow you to speak to the…read morebranch. This is insanly frustrating when you have an issue you need to deal with your local branch to resolve.

Ron Silverman (a.k.a. "The Money Doctor") is a great guy and a tax wizard. He always takes our…read morecalls and responds to emails in a timely manner. He's been doing our taxes for about 15 years. We've always gotten a healthy refund and no IRS audits (knock on wood). One time he was unsure about whether we could claim a certain deduction. Instead of guessing or using Google, he got on the phone and called a professor friend of his at the University of Notre Dame. We moved away from Indiana about 12 years ago and have lived in 2 other states since then, but Ron stills does all of our taxes. He's also great when you've got a tax question that you need answered quickly. Highly recommended!

From the owner: Located in South Bend, IN, Creative Financial Planning Advisors Inc boasts over 40 years of…read moreexpertise in the realm of financial planning. As seasoned professionals, they specialize in providing customized financial strategies aimed at helping clients achieve their monetary goals. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, their team is dedicated to delivering personalized and effective solutions. Trust in their long-standing commitment to excellence and let them guide you towards a secure and prosperous financial future.