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!

BE WARY OF FIDELITY! I have an account with Fidelity. Days ago, I sent them 25,000 via EFT from my…read morebank. They acknowledge receiving $25,000 but didn't make it available for trading, so I called them. They said they were experiencing a higher than normal rate of fraud, therefore they were taking 16 business days to verify EFTs, and until it was verified they wouldn't let you do any transactions with it. I am losing money, because my bank pays me good interest on my cash. If I had known that they were going to be so inept, I would have either gone with a different investment company, or sent them a wire transfer rather than an EFT. The first customer service person I spoke with was extremely rude, blaming me for making the deposit, claiming there was a warning online about a 16 day hold. However, the warning only said it might take a little while longer (what sounds like two or three days) to do the transaction. They DID NOT STATE it would take 16 business days. I called customer service two more times and they wouldn't make an exception. This is a STRANGE CUSTOMER UNFRIENDLY corporation that abuses its customers. I would not recommend that you open any accounts with Fidelity. They should consider changing their name to INFIDELITY.

Fidelity runs the benefits for one of my mother's pension payments. I have been trying for two…read moreyears to get access to handle my mother's account as she had a stroke and is incapacitated (can't speak/paralyzed). On my first phone call (got number from monthly statement), they wouldn't even tell me what company the benefit was coming from. They just informed me that they couldn't help me and I would need to call my mother's company. This was many years ago and my mother never told me what company was paying her pension. After a couple of more calls, I finally got someone to tell me what company to call - the guy whispered it into the phone. I called the company and they gave me the number to call Fidelity back, along with my mother's information. I was given an address and told what information was needed (SS#, DOB for myself and my mother, and a copy of the POA). I was told it would take 4 weeks to get the POA approved. I called back 4 weeks later and they said they show nothing in the system. I told them the address that was given to me and they advised that it was the wrong address that I was given - wrong PO and zip code. Being that they provided the other address, I asked where the first package would have went. They told me to contact the post office. I asked if I could email or fax the documents to them. They said no. I advised that Yum Brands (Pepsi) allowed me to do this and had all of the changes done in one week. They said there was nothing they could do. Just to resend it and wait a month to see if it gets processed or received. This company knows absolutely nothing about customer service and other than one individual who let me know what company was paying my mom's pension, probably at the risk of losing his job, all other individuals have been short with me and rude, even after providing all pertinent information about my mother to prove that I wasn't scamming them. The result is me having to file an extension on her tax returns until they release 1099 tax documents, since my mother's address is no longer valid and they send out "do not forward" documents.

Had a conversation with Tyler the other day and I am pretty sure he was either high or drunk! I…read moredon't recommend doing business with someone who would be so careless top show up to work in that condition. Took my and my family's business elsewhere.

From the owner: Tyler Koebbe-Western and Southern Life is a financial consultant located in Cincinnati, OH,…read morespecializing in Life Insurance, Financial Planning, Income Planning, Investments Strategy, Wealth Management, Estate Strategy, Retirement Planning, Employee Benefits, and much more. Tyler Koebbe is dedicated to helping our clients efficiently plan and manage their finances to meet goals and increase personal wealth. Tyler has years of experience in the industry and is committed to providing our clients with quality service. Call today to at started.

Brent and his wife have been absolutely incredible. My boyfriend is well known around Cincinnati…read moreand was a little reluctant to give away his personal information. Not only were they extremely respectful of his privacy, they have gone above and beyond to make us both feel comfortable. They are knowledgeable and communicate with us regularly and even found a charge off on my boyfriends credit that may need legal attention. If it wasn't for them we would have been completely unaware of this. I would HIGHLY recommend their services!

From the owner: Credit repair is not new to us. We have plenty of experience in just about all aspects of credit…read moreand have helped countless people improve their lives. We love what we do and we know how to get positive results. Other companies drag out the process for as long as they can and delay the repair to make money. Our approach is to get you back on your feet as soon as possible so you can enjoy having better credit. Ultimately, your happiness is important to us. Your success is our success! Believe it or not, we don't want you staying in our program for a long time or returning back to us later down the road. We try to build a strong credit foundation that you can build your life on. Our company follows an ethical and compassionate culture centralized around excellent service.