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.

I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.

We've been with VanWeelden Financial Group almost 17 years so we can speak to a long term…read morerelationship. Frankly, we should have joined the practice SOONER! Their care and oversight of our portfolio has been great and they listen to us very well! We HIGHLY recommend VanWeelden Financial Group!!

From the owner: VanWeelden Financial Group is a Comprehensive Retirement Planning firm that specializes in helping…read moreyou retire with confidence. We design plans that provide lifetime income and asset preservation solutions you can count on.

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

Craig was very professional and extremely knowledgeable. Especially in dealing with international…read moretaxes. He took the time to listen and was very fast. Would highly recommend! Tamara R.

Can't say enough good things about Craig! I originally contacted him about non-tax issues and he…read morespent over an hour advising me on those. He gave great advice that saved me money and time. I hired him to do my taxes and he handled a complicated situation very well, with reasonable fees. He was calm, listened and took the time to answer all of my questions as they arose. I will definitely be asking him to do my taxes going forward.

My first and last time here, I should of stayed with Jackson Hewitt seeing how I'm going to have to…read morehave them go over my taxes again.note patti was very nice, she never told me what my fees where, they where double than what I was expecting.My biggest is after being told to come back with eins for both federal and state I was under the impression I was apply for a refund advance, after hours and being called the Guinea pigI left believing in 2 days my refund advance would be loaded onto a Walmart money card.(I didn't get a choice of where I wanted my money deposited)that was 1/16/19 after numerous calls and promises to be called back (which hasn't happened as of yet 1/24/19) because I hadn't heard anything I found out 2 more things one I was denied as of now I really don't care about that what I do care about is my taxes were filed using only my last paystub and not my w2 and no one said anything!!because I would of never agreed to that.. also I was giving advance amounts and fees,as if I had been approved before even knowing herself I feel is false advertising. I'm disappointed and hurt that someone i trusted with my private business could smile at me and take advantage of me all at the same time.. needless to say I won't be going back and I'll be talking to more tax professionals about how she was able to file my taxes with only my paystub and not tell me she was doing an actual return. I have no stars to give this company. If you decided to do business with this company I suggest you ask what they all are planning to do with your last paystub and what the fees are before proceeding. Note the star was only so I could leave a review

From the owner: We specialize in Tax Preparation, Trust Management, Estate Planning, and all help with all your…read morefinancial needs.

I live Hamilton West, And I do most banking at that Bank, not had a problem…read more But we recently went to the One out by Walden Ponds and got a loan. The manager there was AWESOME !!!Her name escapes me, but her character and business and professionability was so refreshing. I think if we need any more loans that is where we will be going, because of her.

I have been with this bank for over 20 years and am repeatedly banging my head against the wall…read moretrying to make this credit union work with my lifestyle and I just can't anymore. Geographically, they closed two branches by me so there's that. Second, any time I speak with someone, I get a different answer on the same question. Third, their system is always down. Can't look up your balance/etc. This last time, I didn't receive an item from a vendor that was supposed to be mailed (it totaled about $30). I called Aurgroup to dispute the charge and boy did I have to jump through hoops, there was an investigation/I had to show emails and receipts and provide the story to them over a couple of weeks again and again. The first time this has ever happened to me as a member at this bank. It was almost not worth it.