I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other…read morebig-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!

We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

I had a plan. When I first started working, I knew I wanted to be able to afford early retirement…read more Even though I was an accountant with a minor in economics, I knew I didn't have the time or the ability to make the plan happen. So, back in the early '90's, my wife took me to a planning seminar which ultimately led to meeting Jeff Grund, our personal financial advisor. Jeff has worked in several financial firms, but no matter where he landed, my wife and I have kept our business with Jeff and his assistant, Nell La Lond. Nell has been at every one of the businesses that Jeff has moved. That's loyalty. It goes both ways, and when it comes to planning your future and trusting someone with the direction and investment of your money, having someone you can trust to be honest about your finances is as important as making money. Jeff and Nell have worked at Retirement Counseling Services for a while now. Their offices are easy to find. If you turn south of 86th at the Keystone Crossing stop light, RCS is located on the first floor of the office building about a block south of the intersection. If you are serious about planning your financial future, it is important to start as soon as you can. And finding someone who has experience and the personal integrity to help you reach those goals is where to start. Rev #392

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

Joseph Stark is an excellent CPA. He is up-to-date on current tax law. He always meets deadlines,…read moreand he has saved my company money, always following the law. He has been kind and gracious in my dealings with him. His assistant, Chris, is the same. I would highly recommend this firm to anyone seeking a new CPA. His rates are reasonable, and he does an excellent job.

DO NOT SUPPORT R. JOSEPH STARK JR and his accounting firm located in northeast Indianapolis…read more R. Joseph Stark is unprofessional and does not care about protecting your personal data security! We have been attempting to securely file business taxes with Joe Stark's accounting firm for six months only to have received several communication delays, scheduling dates 60 days out and abruptly being yelled at, exclaiming "Go elsewhere!" (while being hung up on, with the phone being slammed in our ear - twice) after six months of back and forth communications. The organization is antiquated, and they attempted to strong arm us into non-secure electronic and paper transaction practices. We also had duplicate meetings with Joe, only to find out he had no notes and could not recall what we had previously discussed. Clearly Joe Stark is someone people should not do business with, so I'm glad this has come to light. Please be aware that if any company does not respect you and your business you have a right to better customer service as no one will care for your business like you do. Six. Months. Later. We are without accounting services and back to our original starting point. http://www.joestarkcpa.com/

We've been customers for 10 years and never had an issue (but also never filed a homeowners…read moreinsurance claim). The one time this year we had an issue, the claim process was miscommunicated and mishandled. We're taking our insurance business elsewhere because if you can't assist when we need it and just excel at sending birthday and holiday cards, we need a new agency.

DO NOT DO BUSINESS WITH THIS MAN. I have had insurance for many, many years and have always asked…read morefor a $1,000 deductible. Ross put me into a 1% deductible of State Farms value of the home. Ross told me State Farm switched to a percentage rating in 2018. Three other State Farm agents told me that this policy changed in Indiana in the last 2 years. I never knew there was a percentage of the property option. If when I first got the insurance and State Farm was changing the normal deductible policy of all insurance companies, this should have been explained in detail and he did not do that. I asked for $1,000 and he gave me 1% relying on the fact that most people do not look that closely because most agents are not liars. I also found out I could have had an option of 1/5 percent. He never advised me of that. I was leaving Farmers and getting quotes. He wanted new business and he lied to get it. Are you aware all policies with State Farm in Indiana, If you are just now checking and finding out your deductible is a percentage and you were not advised please log on to Facebook, I Hate State Farm, and join the lawsuit. Do not believe anything that comes out of this man's mouth. He confirmed he lied to me when he said you can sue me, but you will never win. It was obvious that others have already confronted him with this problem.

John Schaaf and his entire team are amazing! Professional but still human and enjoyable to work…read morewith. With complicated business and personal tax needs, John is always there to guide me down the right paths. I find him aggressive (in a positive way) but still legal in all his tax saving strategies and he is super knowledgeable. I can't imagine ever changing CPAs. I better retire before John does!

We've been working with Schaaf CPA for both our business and personal taxes, and they've been…read morefantastic.

Do not use Brandon Libunao's State Farm Agency for anything. This office is incompetent and…read moreseriously lacking in clear and direct communication. On Dec 17, 2025, I requested that our car insurance be canceled on Jan 14, 2026, as we were switching agencies. I was told that would be fine and the policy end date would be added to the "notes" in our account. Unbeknownst to us, our car insurance was actually canceled on Jan 4, 2026 leaving us uninsured for 10 days until our new policy started. Wow, what stellar customer service. We only found this out after seeing a refund deposited into our bank account and then logging in to our insurance account and finding that the car insurance policy had been removed. Also, during the phone conversation on Dec 17, I requested that our renter's insurance policy be canceled on April 3, 2026. I subsequently was contacted four times between Dec 17 and March 2026, asking what I would like to do with our renter's insurance. I repeated myself every single time and was told that the end date would be added to the "notes" in our account. I called the office on April 10, 2026 and was told that the renter's insurance policy had not been canceled as requested because the manager was awaiting confirmation from me in order to cancel it. Where was that phone call, manager? The incompetence and unreliability is real. Save yourself the stress and irritation; there are SO MANY better qualified agencies available.

Brandon and his team (Nate Walker and Ryan Sagstetter) did an excellent job answering all my…read morequestions and then helping me smoothly transition from my old insurance carrier to State Farm. We are off to a great start!