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.

When I found myself a single father of three, I knew I needed to get my finances on the right…read moretrack. Kevin has helped me to develop a big-picture money mindset as well as practical steps and accountability. I highly recommend him to anyone looking to improve their financial situation.

Kevin was great at helping us learn what budgeting really is and he helped us focus on our…read morefinances. He helped us learn how to control our money and tell it where to go. I can't recommend Pro Perspective LLC enough!

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.

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.

Matt at Arena Investor is fantastic! I am so happy to have a financial plan now, and it's great…read morepeace of mind. I am going to be investing soon too. Matt is easy to work with, understanding, a great resource, and makes the financial plans easy to use! Highly recommend.

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.