Ellen Dorle has helped us through the economic melt down of 2008. She has professionally assisted…read moreus with arriving at our goal for retirement. She provided critical information for us to make fine tuned decisions that helped us when our daughter needed our support through college. We have faith in her honesty and integrity. We have used her services for over twenty years. Her personal reviews with complete details of each investment have been superior.

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.

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.

Good Financial planing services after retirement. I have review there website Life, Inc Retirement…read moreServices very deeply and found that Ryan R. Neff, QKA, AIF, QPFC also the expert of his field.

From the owner: We specialize in helping small businesses retirement plans (401(k), Cash Balance, SEP, SIMPLE IRA)…read more Whether you are looking to start a plan or already have one in place we design your plan and our approach around your goals. This could include, tax savings for the business and owners to engaging employees in a meaningful retirement plan, but regardless of your goals, trust that we provide a custom approach to every business we work with.

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.

I'm getting old. Well, I'm already old, but I'm starting to think about retirement…read more Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.

Went to the Polaris location to have them fax papers on my account. Lovely reception area. When I…read morecalled two days later to check on the progress found out the girl only faxed two of the three pages. Then talking to customer service found out I could have scanned it. The original person never gave me that option and said I needed to fax or mail them my paperwork. Such a waste of my time and gas!