VanWeelden Retirement Advisors

(5 reviews)

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.

Kehoe Financial

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.

From the owner: Financial Advisory Financial Investment…read moreFinancial Insurance

Capital One Café

4.1

(15 reviews)

Beautiful space for coffee. Anyone is welcome, but as a Capital One card holder I got half off of…read moremy coffee and was able to play a quiet game of connect four. I wish they had these cafes available in Nashville as I would visit often

Ok, I have to admit that I was unsure about the idea of a bank having a cafe and was really just…read moredrawn in for the discount. But this place is REALLY GOOD. I got the strawberry matcha, and the matcha was high quality and the bright green color you want to see in a matcha. The strawberry also paired so nicely. My boyfriend also really enjoyed his sparkling lemonade. We will be back!

AAA - West Chester

4.8

(9 reviews)

•$$

Great to have used them before, discounts I like on hotels and so forth, happy with themread more

Lisa Mocho has planned two of our vacations, and she is amazing at her job! It's so nice to be able…read moreto pass off the mental load to someone who's incredibly knowledgeable, but also highly invested in making sure you're going to have a good experience. She rocks. Note that this location will be moving! After 11/20/2017 they'll be off of Cin-Day Road.

First Financial Bank

I love this bank especially the Middletown office. They couldn't be more helpful or kind! I would…read moredefinitely recommend this bank. I've been banking with them 47 years! They have always worked with me and they are wonderful

Engaged with an iffy site and ended up the next morning waking to a call from the First Financial…read morefraud department. It was determined the best thing to do was void the card used and go to the closest branch for a replacement. I did (815 S. Breiel Boulevard branch) told them what happened expecting some attitude or Tsk-tsks and got, 'We'd be glad to help you'. They did; like another branch in town that helped with my mom's account a while back. Beware of First Financial Bank-- they'll spoil you.

Huntington Bank

4.3

Friendly tellers always ready to assist. Service with a smile. Always a pleasure doing business…read morewith Sharefax. Shannon Vaniece Lauren & John thank you

Bunch of duplicitous crooks staying awake st night coming up with more exotic schemes to take every…read morepenny your too dumb ass will let them get away.... Better you than me!@@@

First Financial Bank

3.8

(4 reviews)

Have been banking with them for over 15yrs. with no problems live less than 5 mins. from them but…read morenever have to go because i can do everything online.

Ihave been banking personally and commercially with FF since 2005, Service has been great! Iwould…read moretotally recomend them for all banking needs. John C.

Huntington Bank

3.4

(5 reviews)

Terrible! Closed account over a week ago and STILL waiting for my money. I was told my check was…read moremailed last Friday and would be received by Thursday at the latest. How can a bank headquartered in Cincinnati not get a check delivered to a Cincinnati resident in a timely manner. F**king ridiculous! Customer service is a joke! Unless you speak a foreign language you're S.O.L! Branch employees are no help, either! We're moving tomorrow so we won't have access to the mailbox, so now our money will just be floating around somewhere in Cincinnati! Incompetent is a nice word to describe this institution!

I know it might be a bit odd to write a review about a bank, but I can't help it. This bank has…read morebeen one of the best I've ever had the pleasure of working with! I was with U.S. Bank and First Financial both for about 15 years, and up until 2 years ago I loved them both. Then I hit a huge financial hardship when someone I knew stole my identity. I'd had perfect credit lines with both of the banks and despite knowing what happened they froze my accounts and would not cooperate with me at all. It was a difficult time and someone referred me to Huntington. I'd had my car loan with them and paid the car off early, so I figured I'd give them a shot. This bank made me feel like a human when I told them the situation. They let me change my address to someone else's until I could get the legal stuff taken care of and when my account looked like something odd was going on they called me to make sure it was legit since they knew what I was going through! Recently they started the 24 hour grace period for if you overdraft your account, and that is an awesome program for a bank. I have only utilized it once when I overdrew by .29. Now a normal bank would still have charged me $25 at least for that. Huntington sent me a notice, but they PAID IT and charged me no fees! I know I told some personal details, but I just want to express how amazing this bank has been for me. When I had my direct deposit set up I could even get free money orders too. The tellers at the location remember me too, and even ask how everything is going with my personal situation. As far as customer service goes.. this bank is above and beyond in my book and I will continue to bank with them for a very long time.

U.S. Bank Branch

3.7

Made a deposit 5/2/26. Deposit was posted to wrong account. Will call Monday, 5/4/2026 to…read morestraighten this out.

Staff was very friendly but I'd encourage them to move the waiting line through a bit quicker. I…read morefelt encouraged conversation w the customer should be reserved.

VanWeelden Retirement Advisors - investing - Updated August 2026

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Commas

(2 reviews)

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!

Heiny Family Insurance

(2 reviews)

I just want anyone whom is looking for the type of company that is honest & are real people to the…read morecore and live their lives by your word is your word. Like in the olden days the hand shake was your contract. Well you've come the right honest hard working Family that is there for you always. They go above & beyond. They have become like family in life for us to turn to for our Insurance needs, home, cars, etc. "Heiny Family Insurance" Always for US... We have been with them over 20 years by the way.

Chris, Katie and their team have been wonderful to work with and have saved me Thousands of dollars…read moreon my insurance costs for my personal and business insurance needs. I would recommend anyone call them and you will be pleased with their efforts.

West Chester Tax & Accounting

Without getting into too many details, when Steve and his team took over my taxes (personal and…read morecorporate), they made me realize how much my previous accountant of seven years had messed things up for me. Some things they were able to fix retroactively; others were no longer possible, but they did everything they could in my case. Their services are very reasonable. Due to the highly increased demand, it takes slightly longer now to get a response, but I have never had issues. They created very simple yet robust tax solutions for my needs, legally lowering my liability and exposure. I could not be happier. Many times they add personal touches to their interactions, and they are much appreciated. I definitely highly recommend them.

Pretty amazing people. I was floored when, during my first appt, Brad pretty much finished up my…read moretaxes while I was sitting with him. I think if I had had all of my info, I would have walked out that day with my returns done! Prompt, friendly, knowledgeable about what they are doing, and reasonably priced!! Can't get much better!!

Humbert Mortgage

Humbert Mortgage made the home buying process easy and simple. They treated us like real people,…read morenot another loan to be processed. All of our questions were answered and they explained things so a real person could understand, without all the mortgage legal-speak. This was by far the best home buying experience I've ever had. I will use Humbert Mortgage for any future home I buy.

Ohio Insurance Center 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

Gibbs Insurance Associates

Best as it gets. I worked with several agency and no one compares to these guys. Do yourself a…read morefavor and give them a call. You will be happy you did if the unfortunate happens. If you lucky and never have a claim, well at least you can sleep good at night knowing your assets are covered.

Chesapeake Accounting

4.5

(2 reviews)

Nice staff, clean professional atmosphere, reasonable price, quick prep, overall god experience…read more Taxes and financial advising available.

The mission of the Chesapeake Accounting Company is to offer companies and individuals the timely,…read moreaccurate accounting they deserve. The Chesapeake Accounting Co. can completely handle all of your bookkeeping through tax preparation. Fast, accurate, affordable accounting you can rely on. Free first hour of consultation for new clients.

Orange Financial

(5 reviews)

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!

Valor Accounting

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!

TM Wuebbling