My wife and I meet with Tom for a consultation for our future money concerns. We were referred to…read moreTom by a family member. Tom could have not been any more helpful with our meeting. He was very informative and his knowledge was very helpful. He gave us great advice on our current investments and explained to us what we can expect for our upcoming future. This was all done complementary and we felt totally not rushed and so comfortable with Tom. He explained how future meetings would benefit us. We determined and with his agreement that we were on a great path and a future meeting would not be needed till a few years from now. He was polite and most important honest in our assessment. We will 100% contact him in a few years. From our meeting I would highly recommend Thomas.

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.

I have been going to Lewis Tax Service for years and have always been treated with respect and my…read moretaxes done professionally every time. Any time during the year, if I have needed information or guidance or any questions answered, a phone call or email and they help me with the problem. I recommend Melissa and Dan for tax services

Quick, prompt, got the job done with minimal questions and interactions, VERY PROFESSIONAL!!!!!!read more

Stith Linke & Associates are the best at what they do. I have gotten my taxes done here for 7 years…read morenow and I am always amazed at how fast and efficient they are. Whitney always cares about how you are doing every year I see him. The staff at the office is top notch. They always answer all my many questions and this firm has saved me thousands in taxes. I highly recommend them to everyone for their tax or accounting needs.

Since I was about 13 I have been filing my friends/family members taxes for them utilizing many…read moredifferent online tax filers. This year, I hit a major snag and was practically pulling my hair out trying to file my own taxes due to quite a few major life events that occurred last year. I asked a few friends and one that I trust dearly recommended Stith, Wimsatt & Associates to me. I am definitely glad I followed his advice, as I was able to drop off all of my tax paperwork this morning and before the end of the day I was asked to come back in, review, and sign the documents for filing. Woo! One day and my stress dropped. Thank you so much!

UPDATE: Received a very nice call from Randy. He was unaware of any of these issues. After speaking…read morehe went to work making sure that I got a refund of the balance of my money that was in my account. He also refunded the $20.00 that I was charged in error. I'm changing my rating from a 1 to a 4. Everyone goofs up....its how you deal with it that matters. Randy took full responsibility. What more can I ask?

I procured the services of A Debt Coach in May of 2018. I had fallen into difficult financial times…read morebecause in 2017, I was diagnosed with cancer underwent surgery & months of recuperation. Unfortunately, I used my credit cards to live on. In retrospect, I erred when out of desperation, I decided to enter into a consolidation plan to try and regain control of my finances. I failed to do my due diligence to obtain an understanding of what consolidation companies actually do for people. Simply stated, they call your creditors on your behalf to structure lower monthly payments & APRs. The fact is, you don't need a consolidation company to do this and can do it yourself. At the time I contracted A Debt Coach's services, I agreed to let them debit my checking account in the amount of $190.00 plus a $10.00 fee that is applied towards their services. A few weeks after beginning participation in the restructured plan, I was contacted by a female representative of A Debt Coach and informed that one of my payments was in arrears. I asked how this was possible as they had been managing my payments for approximately two months. She replied that she did not know but asked that I remain on the phone while she called my creditor so she could conduct a conference call. The creditor informed her that one of my payments was late. I interjected and asked how that was possible if A Debt Coach had been debiting my account and submitting payments on my behalf for approximately two months. The creditor stated I owed $2800.00 and that the last two payments were late. He then agreed to amend the due date so that future payments would not be shown as late. I next asked the creditor why I owed $2800.00 while my records showed I owed approximately $1000.00. The creditor's representative replied, "Because that is what our records show." After termination of the call, I informed A Debt Coach's representative that the amount due on the account is incorrect and evidently when my monthly payment was calculated by A Debt Coach, they relied on an incorrect unpaid balance. A Debt Coach's representative said, "The important thing is your record no longer shows that you are late." Evidently, the fact the outstanding balance was in error and much higher than what I THOUGHT I owed, was inconsequential to the representative. In the weeks that followed, I contacted the creditor who refused to investigate my inquiry and said I must look at my monthly statements and research these on my own. I began researching statements and later wrote a letter to the creditor's CEO and filed a complaint with the state Attorney General's office. Within days, I received a call from the creditor's headquarters advising me that someone had submitted a payment paying off my outstanding balance and afterwards, charged more than $3000.00 in electronics. I live in California but the person paying off the debt used a fraudulent check and an address in the city of New York. The actual amount I owed was later reduced to less than $900.00. After obtaining proof that my account had been fraudulently compromised, I contacted A Debt Coach and asked that they please reassess my monthly payment. I was told they could not do so and that I must continue paying the monthly amount of $190.00 plus $10.00. Since February 2019, my hours at work were reduced because of a seasonal decline in business. Coupling this reduction was the fact I fell while at work, causing me several injuries. I contacted A Debt Coach and was informed they could skip one payment to my creditors to help me out but that this could result in being referred over to collections and might cause my credit score to drop. A Debt Coach offered to file a "hardship" request but added there was no guarantee it would be granted. Yesterday, my doctor placed me on Workman's Comp (disability) after an MRI revealed sciatica which Is causing me excruciating pain. Today, I received a voicemail from A Debt Coach advising me that the request for hardship had been denied. I called A Debt Coach and asked them to cancel all future payments after 6/25/2019. I explained that my income is too low to continue paying $200.00 a month. The representative informed me that if I terminate my agreement, creditors could refuse to enter into another agreement & return my APRs to what they were before consolidation agreements were entered into. She transferred me to a "counselor" named Brian, who she said could work with me. Brian immediately said he would cancel my account. I asked that he please provide a list of the names of my creditors. At 2:20 p.m. (PT) he said he would email this to me in "5-minutes." At 4:02 p.m. I called because I never received Brian's email. Anna answered the phone & said she would "mail" this to me. Brian not only failed to follow thru, he also wasn't impelled to inform me he would not be emailing the document I requested. AVOID THIS COMPANY.

Brad and Tom Cunningham are the kinds of financial advisers you need these days. Yes, they have the…read moreskills to navigate the tricky financial stuff. But more importantly, their firm is based on their own personal experiences of receiving bad advice--and having to work their way out of the hole. Then they hit the books, learned the system and turned to helping others find personal success. That's what I love about them. They're real. And they help people in almost any situation, whether you're just learning how to manage your money, have it all figured out, or have your own hole you need to dig out from.

Orange Financial and Brad Cunningham were highly recommended by a friend and her husband from…read morechurch. She and her husband have worked with Brad and his team on their financial future for seven years. As I've had a few financial advisors change on me, I've gone through a few work layoffs and previously worked for a non-profit so I needed help getting back on track for my financial future. The Orange process involves disclosing your finances, debts and spending habits. They work with you on every step of the way putting together a customized plan which you work through during monthly meetings. Its challenging, but I'm on track to help secure my financial future by saving more, giving back to help others and in process of paying off my credit card debt. Thanks Orange Financial!

I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.

Great experience. Karen is extremely likable and knowledgeable. Would definitely recommendread more

She is friendly, very efficient and offers suggestions I would not have thought of. Definitely…read morerecommend and will be looking forward to future business with her