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.

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 misstyped. It was not Peggy Buxros I heard speak all those years ago but Peggy RUHLIN.read more

From the owner: Budros, Ruhlin & Roe, Inc. is one of Central Ohio's largest independent, fee-only wealth management…read morefirms, offering financial planning, wealth management, investment management and retirement plan services. We specialize in counsel for clients with $1M in investable assets or greater.

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.

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.