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.

My wife & I have been more than satisfied at Retirement Wealth Strategies in Columbus, Ohio at…read moreEaston Town Center. Having been clients for a number of years, we have been impressed with their knowledge of the market, IRA accounts & tax laws, but most impressed with their familiarity with our own accounts. They have initiated discussions to keep us informed & suggested improvements to maximize our returns. R.W.S. does not sign you up & forget you. They stay in touch & listen. They genuinely have the client's best interests in mind.

Just to keep everyone updated on my finances, I did go back and open a savings account like I said…read moreI would. Just like before the tellers were so nice to me, but this time they had a little popcorn machine in the lobby and were serving hot, fresh popcorn to all the customers! OMG I LOVE POPCORN! lol I also just found out that a friend I had referred actually opened an account as well, so I had a nice little bonus of $25 waiting for me in my account! I think I'll head on over to Orange Leaf and blow it all on some froyo :)

Smaller location than the other Cooper State Banks. When you first walk in there's a community…read moreboard to post events and business cards. Like the other locations you're greeted immediately with a smile and a hello. You get the feeling each transaction is unique even if the teller has accepted 50+ deposits before yours. It's the personable service that keeps me coming back.

AMS is best accounting firm I ever delt with. Personalized service, accurate results and a friendly…read morestaff. I highly recommend AMS for all of your accounting needs.

BBI ACCOUNTING offer services to commercial clients and individuals for more than just tax returns…read more I find the contact in the office for any question gets me an immediate factual response. When I found them, BBI accounting, I honestly didn't know how I would feel about services or treatment that they would offer me. I am very very pleased, and I have recommended them too many friends and family that are both individuals and that are entrepreneurial seeking accounting supports. https://bbiaccounting.com/

I've been coming to Jerry for my taxes for at least 5 years, maybe longer. I think he does a…read morewonderful job and he is always extending his hours, even to the weekends, when tax season gets hot and heavy. He's got your best interest in mind and will help get you through April 15th!

I have an account at Regency Finance. They are always friendly and helpful. I usually mail my…read morepayment into the branch on Livingston Ave. I recently have been taking it to the branch and enjoy the staff and the way you are greeted by their staff!

I am so impressed by this team! I had my first (minor) accident and called their office after-hours…read morein a panic. Kim called and emailed me back the next day and truly expressed concern. She was so helpful and patient, and she answered all of my questions. I am so happy to be with them. Thank you very much for your excellent service!

We have been helped by a great team of people at Andy Ottney's State Farm who contact us on ways to…read moreshrink our bill with them! Who does that?

Insurance is certainly not the most popular subject on Yelp, but it certainly is important and…read moreeverybody needs it. Of course, some of us need more insurance than others (like me because of my driving habits) :-) So why Jason Meek? He has what it takes to fulfill your insurance needs while saving you money and servicing all of your auto - home - business - life - health insurance needs. In our current world of financial upheaval, American Family Insurance is poised to persevere and sustain their market share through this quagmire. So, both Am Fam and Jason will be there for you no matter what. Is that what you're looking for in an insurance agent? I know your decision is probably motivated by price and necessity. Why not let Jason deal with that for you? He's a great man who loves his profession. He will love you just the same. Give him a call today.