We have moved our money and retirement IRA here and are very pleased with the service and customer…read moreattention. We definitely want the managed account and trust their expertise. Trey is our advisor, and i highly recommend him.

I've had money invested with Fidelity for more than 25 years. Service and advice has always been…read moretop of the line. My portfolio has shows consistent progressive growth. I've always felt that my money with is secure with them as well. They are responsive and willing to help. I'd highly recommend them for investment and retirement planning.

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

I have worked with several financial planning organizations: JP Morgan Chase, Fidelity, Fisher,…read moreetc, and by far Odyssey Financial Advisors is the best company thus far. They truly treat you like a valued family member, and for the first time, I am completely comfortable with my financial future!

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.

Please contact Jan if you are looking for investment or financial assistant in the Miamisburg…read moreSpringboro Franklin or West Carrollton area. Jan is always very professional and wants to do what's best for each of her clients. Contact her if you are looking for help with your financial future.

Doug is great. He manages all of our investments with care. I know that I can trust him to take…read morecare of my stuff and to communicate with my accountant during tax time. He genuinely cares about our portfolio, and is constantly looking for ways to earn us the greatest return. The price of having a financial advisor is so much cheaper than I would've anticipated and the peace of mind is totally worth it. I would not go anywhere else. I wholeheartedly recommend!

From the owner: Whitinger Financial Advisors LLC provides investment management and planning services…read more Investing your money to achieve maximum returns and long-term security requires a well-defined investment strategy. We customize each recommendation and suggest specific investments using sound principles including Diversification, Tax Efficiency and Total Portfolio Coordination. Whitinger Financial offers a fee-based service that delivers a more client-centered approach. Our independence and objectivity allow us to have the freedom to seek a myriad of resources and services that are far different from the typical retail broker. We tie your investment management strategies together with your tax management goals to maximize your overall return.

They shop around for you !!! Great genuine people. Good company. Very knowledgeable with my many…read morequestions. Very responsive too! They've helped my whole family ! Everyone was very satisfied. Highly recommend.

From the owner: Florence, KY:We offer core financial and insurance services from over 50 top-rated companies,…read moreassuring competitive rates and comprehensive coverage through careful policy design and needs consideration.

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.