David has been our financial advisor for 7 or 8 years. He has loads of experience and is able to…read morehelp in ways that expand beyond the usual financial advisor. He even went with me to STRS before my retirement to hear the same information I was hearing and helped me understand things a great deal! He has NEVER proposed anything that wasn't in our best interest or that would go against what we have discussed as our wishes, hopes and dreams. We recently needed to deal with some inherited stocks, etc and he was able to advise the best path forward for us -- and this did not include transferring anything over to him or his company. He just told us how things are done and what to expect as we went through the process. He's just a good guy and very knowledge.

Was so excited to hear from Libby thinking I was finding a solution. However I have sent questions…read moreand follow up emails and calls only to be met with no reply. So sad I was so hopeful. Trying MMI instead.

The individual who helped me, Sarah, was so kind and understanding of my situation. She also was…read moreknowledgeable about student loan information, building budgets, etc. So very helpful, 10/10, would use this service again.

We purchased a new home recently and were shopping around for a new carrier. Not only was Allstate…read morethe best value but the time and attention that Trevis Davie gave to us with our home, vehicles and boat was outstanding. He answered all our questions and found the best bundling and products to meet our needs! Amazing team! Thank you Trevis and thank you all at Davie Financial!!

Trevis is the best for all your financial and insurance needs. He has been my agent for several…read moreyears now representing my home and auto insurance as well as my retirement needs. Contact him, you won't be disappointed!

We've been working with Matt as our financial advisor, and the impact has been incredible. He's…read morehelped us gain a clear vision of our financial goals, understand exactly how much we earn, and see where our money is going. With his guidance, we've been able to make smarter decisions, stop unnecessary spending, and focus on what truly matters. Thanks to his support, I've been able to confidently launch my dream business! Beyond that, he's helped us plan for the future, set ambitious family goals, and prepare for our daughter's future and potential future children. We feel more secure, empowered, and excited about what's ahead, and we can't recommend him enough. He truly works with you and your circumstances with no judgement and treats you like family.

From the owner: Holistic financial planning, fiduciary investment management, plus real estate and business…read moreadvice—all tightly integrated to put your money on a mission. OIC Financial was founded in 2024 to provide Business Owners, Military Veterans, and Professionals with Personal Wealth x Business Wealth services. We offer both local, in-person meetings in Columbus, OH and worldwide virtual meetings. Personal Wealth includes holistic Financial Planning, Investment Management for traditional assets and Alts such as real estate, crypto, and select private markets, and Real Estate Advice. Business Wealth includes Financial Advice designed to help people financially prepare and execute launch, growth, and exit phases of owning a business. Plus, we offer Financial Workshops to help owners recruit, retain, and show employees and 1099s that they care. Important details about OIC Financial: • Fiduciary • Fee-only • No commissions • Started as an investor 20+ years ago • Retired from the USMC and wanted to help others plan and invest too Asset Management, Portfolio Checkups, Professionals, Work-Life Balance, Investing, Stocks, Crypto, ETFs, Mutual Funds, High Yield Savings Accounts, Portfolios, Retirement, Budget, Finances, Economy, Real Estate Advice, Military Benefits, Financial Planning, Investment Management, Financial Planning Lite, Business Advice, Cashflow, and Financial Independence

Never heard from the principal for 2 years after starting a policy and heard from friends that got…read moreannual requests to review their account and birthday cards. With a sizable policy I would have expected better. Not worth doing business with and highly recommend avoiding them.

From the owner: As comprehensive financial planning specialists in Columbus, OH, our financial advisors create…read moreplans to help clients grow and secure money safely. We build our financial solutions to work not only in good times but in bad financial times as well. Our team works to educate our clients on their financial situation and investments, which gives them the tools to reach their goals. Whether you are planning for retirement, seeking social security guidance, or are growing your business, our seasoned team of consultants possesses the knowledge and expertise to place you in a healthy financial state. All of our agents are also Bank On Yourself advisors. Start building your wealth today and contact our office!

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!