Phil made what could have been an overwhelming process feel completely seamless from start to…read morefinish. His knowledge of the mortgage landscape is unmatched -- he took the time to explain every option available to us and helped us secure a rate we didn't think was possible. Phil was always responsive, keeping us informed at every step and never leaving us wondering what came next. His professionalism and genuine care for his clients truly set him apart, and we couldn't be happier with the outcome. If you're looking for a mortgage lender who will go above and beyond for you, Phil is absolutely the person to call!

My son recently purchased his first home and knew very little about the mortgage process. Phil and…read morehis team took more time than I could have hoped for making sure that everything was very understandable. It is scary to spend so much on such a large purchase, but Phil made the entire process feel safe and thorough. Phil presented us with multiple choices for mortgage structure and payments so Jax and I could make an informed choice for his financial future. Thank you to Phil and his team for helping make this big life step as painless as possible for my son and for me. I wouldn't go anywhere else for a mortgage.

My husband and I started working with Andrew and Devon a little over a year ago and we've been…read moreimpressed at every turn. Their customer service is exceptional and their intelligence and business savvy are literally paying in dividends. My husband has typically handled our finances and with no shame I can admit he's more financially literate than me. However, I attend most of our meetings with Andrew and Devon and I feel equally heard and respected when I voice questions, concerns, and ideas. They take time to explain concepts with patience and non-judgment. I'm sure many women (gender-stereotyping here) have had the experience of providers defaulting to the man in the room and this could not be farther from my experience with Andrew and Devon. I'd also like to add that I own my own business and as it's grown substantially in the last year, Andrew and Devon have been key supports, attending various meetings with my team members, educating me and empowering me to make decisions about profit, investment, and retirement. I could not be more grateful to have met this duo, not only for the sake of my family but also my business. I 100% highly recommend their services.

We were referred to Rhinevest and have had a great experience. Brad, our advisor, has been very…read moreeasy and enjoyable to work with. He is extremely flexible with his schedule and meetings - he even came to our house for our initial meeting! Brad is very well spoken and simplifies information. As my fiancé and I have a basic-intermediate understanding of finance, we really appreciate his explanations and how he makes everything easy to understand. Check out Rhinevest's website to learn more about their investment philosophy - they believe everyone should have the opportunity to invest and receive advice regardless of if they have $100 or $1M to invest. We would highly recommend Rhinevest and Brad!

Recently, my husband and I needed to make an insurance claim. Not knowing where to start, we…read morecontacted our agent, David Mannerino to guide us in processing a claim due to a water main break. After discussing the situation, David took the initiative in notifying the Insurance Company and having the Claims Adjustor contact us for an appointment. Within an hour, we received a telephone call from the Claims Adjustor and made the appointment the following business day. Not only did we have our claim addressed, our situation was fixed, completed and paid within 5 business days. David validated that as a client, our relationship is an important part of his business. If you are in the market for an individual with years of experience and knowledge in the insurance business, l highly recommend David Mannerino. Not only is he there to assist answering insurance questions, he goes the extra mile for all your insurance needs.

My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

Great experience, Bob listened to my concerns and provided me with exactly what I needed. I chose…read morethem from a google search. So happy I did

Best place to get insurance! Very friendly and easy to deal with.read more

Eric and Karen Diehl are independent insurance agents located on the east side of Cincinnati in…read moreCamp Dennison. They are a couple and have an office attached to their home. They sell insurance as an agent through most of the major insurance companies. Most of the time, one can get a cheaper quote for the same policy through an agent. My father recommended the Diehl's to me when I got my first car and needed insurance. Eric walked me through the process of getting insurance for the first time and told me what all the complicated lingo meant. He was just so friendly and helpful. I did some shopping around for quotes before I spoke with Eric and he definitely got me a cheaper rate through Progressive Insurance than I had gotten on my own. Ah the benefits of going through an agent. When I had my first accident Eric and Karen helped me through the process and with dealing with Progressive. They lent me the support that insurance agents don't normally lend. I would recommend Diehl Insurance for all of your car, motorcycle, or home insurance needs.

Do not use for mortgage. Found hidden fees and they called it a mistake. Waste of time.read more

As interest rates have dropped over the years, I have used Guardian Savings Bank many times to…read morerefinance my home, reducing my monthly payment hundreds of dollars and saving tens of thousands of dollars over the life of the loan. In particular, I have worked with Eric Suetholz at the Ft. Wright, Kentucky branch each time. Eric makes the process of refinancing very easy, and I've never paid any points. In addition, Guardian's interest rates are very competitive. If you are interested in refinancing, I highly recommend Guardian Savings Bank and suggest you work with Eric Suetholz. You will not be disappointed!

Super happy with the service! They made filing taxes way easter than I expected. Super…read moreknowledgeable. Fast and easy to work with. Answered all my questions and concerns and made sure everything was done correctly. Definitely recommended if you want a smooth no stress experience!