I am happy to express my confidence & gratitude for Vicki Travis. I have appreciated her advise,…read moreher patience & her ability to address my needs; Completing a will, advance health care directive. I have worked with Vicki for over 10 yrs, during that time she has helped put my financial needs in perspective & helped prepare me for a more secure future. She listens to my concerns & values my input. She makes herself available to address my questions & concerns. Her professionalism & skills have allowed our longevity & made me stick with her.

From the owner: #1 Small business financial and insurance advisor in Columbus and the surrounding areas.read more

Stay away from the Edwards Group MS. Ran by Brian Edwards. Over the last 13 years I have had them…read moretaking care of my life's retirement from all my 401K accounts and they have lost 1/5 of it and when I went to roll it over into my current companies 401K they hit me with several fees. Totaling over $300.00. I'm so upset. I thought Brian and his sister were good people but it's clear they only make them selves money not you. Don't walk, run away from them. Poorest advise I've ever had on investing.

This group does the 401k management for my employer and offers additional wealth management…read moreadvising services. They do an ... okay ... job. The main issue with this group (or at least the partner in the group that services my employer) is that they don't stay particularly well-informed about the businesses they service. When I booked a slot as an employee and went to see them the first time, the guy told me that his #1 piece of advice for me was to open an HSA. I went home and tried to do so, but in looking at my benefits package I realized that my employer did not offer a high deductible health plan ... so I could not open an HSA. I called and pointed this out, he said, "Huh ... okay." The other big issue with this group is their modeling. Like many firms, they will do a needs and resources assessment, ask you about your goals, run a monte carlo simulation, and then give you a savings target and hypothetical portfolio performance. I have no problem at all with this general approach, but the numbers they gave me were an order of magnitude different from what I had seen when I did my own calculations or had other firms (Fidelity, etc.) do analyses. Finance is not my area of expertise, so I will refrain from criticizing their model or methods directly, but I would caution anyone who is considering using this group to seek several opinions and have several groups do your financial analysis so you can compare. Check the model's assumptions and always keep in mind the way that these firms make money (usually they take a portion of assets under management).

Not only did Financial Comfort Consulting help me jumpstart my business venture, but I also…read morereceived the help I needed to restore my credit. Mrs. Houston is very knowledgeable about so many areas of business that I learn something new with each interaction. I would recommend any and everyone to this business.

From the owner: If you are looking for a job, bidding on a new project, contemplating bankruptcy, purchasing your…read morefirst home, been a victim of identity theft, credit illiterate, unable to manage your household budget, starting a business, don't have money for an attorney retainer, applying for a grant, going through a divorce, receiving collections calls and letters or having trouble deciphering a Request For Proposal - WE CAN HELP YOU! As a leading provider of financial education and services for more than six years, we take pride in our ability to finesse your fiscal future. We are dedicated to serving the needs of our clients each and every day. We have experienced Business Consultants, Paralegals, Tax Preparers, Freelance Writers and Financial Professionals to assist you in improving your financial future.

quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!