In these days of high market volatility and having just finished a year when all the Dow growth was…read morewiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.

We trusted Don Ross with our life savings and after several years with him he recommended a large,…read morelong term investment that was not sustainable, not liquid and eliminated our flexibility in retirement. Don never disclosed that he was earning a substantial commission on our investment and we thought he was giving us independent advice. We lost a large amount of our savings and ended up with extremely high tax bills.

I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

could not be happier with our experience with Stephen Dial! We were moving from out of state and…read moreStephen was what you want in your agent: accommodating, friendly, funny and a phenomenal communicator. with over 10 years of experience he noticed things in a home I wouldn't think to look at initially. Plus he knew most of the neighborhoods and agents working them to help us offer and negotiate the right price. Love our new place!

We worked with Stephen Dial in the purchase of our home in 2021. We're so very grateful he was our…read moreagent! Stephen used his extensive knowledge of the real estate industry and his considerable experience in the Columbus area to provide fantastic and substantial insight to help us navigate the current high demand/low inventory Central Ohio market. Stephen was prepared, honest, and supportive from the very start to the closing. He always kept the lines of communication open and responded to every email, text, or call. Stephen is well connected in the industry and with local resources, which further helps in negotiation and settlement. His dedication, conviction, and friendliness are refreshing; he was never pushy with us. That fostered our trust in him. You will be very glad that Stephen Dial is your agent!

Absolutely recommend Chad and his staff for any Financial needs . Chad is very knowledgeable in the…read moreindustry , cares about his clients and will work hard in your best interest . Nicole and Peggylou are always so extremely helpful and organized as well . They will help put your mind at ease about your future .

Review of Our Experience with Chad Disbennett My husband and…read moreI have been deeply disappointed with Chad Disbennett's financial management. The final straw came in March 2025 when my husband terminated the life insurance policy that Chad introduced in 2019. Over five years, my husband invested more than $500,000 in Chad's firm, but we suffered significant losses--over $300,000--through both stock investments and the life insurance policy he recommended. The life insurance was particularly problematic: Chad advised us to put $400,000 into it, yet my husband was required to pay additional premiums regularly, further draining our finances. It was only after several years that we fully realized the financial burden and poor structuring of this policy. So $400,00 into life insurance Chad suggested eventually becomes $260,000 over the course of 5-6 years. It is a huge loss for us. Another serious issue was the commission structure. Chad initially promised to charge 1%, but after visiting our home, he increased it to 5%--a blatant shift from his original agreement. When he attempted to justify this change, I confronted him directly. This experience has been disheartening, and we deeply regret placing our trust in his financial advice. We hope this review serves as a cautionary note to others considering his services. My husband mentioned/noticed that chad spent lots of time on getting the word out, but not on his clients.

I love working with Jason!! We are kindred spirits in that he is high energy, attentive to detail,…read moreand keeps everything running smoothly. He jumped on everything immediately and was a consummate professional through and through. I highly recommend Jason for buying or selling your home!!

Jason Opland is a very professional realtor who we will do business with again. If you're in the…read moremarket to buy or sell a home then you need to contact Jason. You can count on someone who will provide you with regular communication and excellent service through the entire sales process. This was especially crucial in purchasing a short sale as Jason's experience in these types of transactions was priceless. Selling our house in 10 days was nice too!

First off, I have used multiple firms over the years. WG&C was recommended by my law firm as I…read morestarted having multiple issues with my former firm and was getting IRS notices. Josh and Team got my business and personal returns back on track and have been my and my business CPA experts since. I have been working with them now for over 3 years. Highly Recommend and have referred other business's to them as well. Knowledgeable, quick and a great value! True experts here!

Great experience with this State Farm agency. The team is friendly, responsive, and makes…read moreeverything easy to understand. I've worked with Zane, who has been especially helpful, but everyone there is great. Definitely recommend if you're looking for reliable service.

We have always had excellent experiences working with the Chad Harris agency. The past couple of…read moretimes, Joey Harrison helped us, and he was fantastic. He makes it easy to find out and about and set up a new policy, and he is very kind and helpful. Lindsey, who answered the phone, was also extremely nice and helpful. They took my 3 calls after 4:00 pm on a Friday, too!

I was so happy and pleased with the service. I really. We love to refer any. My friends and family…read moreup Joe took very good care of me. I was in and out in less than 5 minutes. Thank you.