I'm getting old. Well, I'm already old, but I'm starting to think about retirement…read more Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.

Went to the Polaris location to have them fax papers on my account. Lovely reception area. When I…read morecalled two days later to check on the progress found out the girl only faxed two of the three pages. Then talking to customer service found out I could have scanned it. The original person never gave me that option and said I needed to fax or mail them my paperwork. Such a waste of my time and gas!

Cory met with us twice now. No pressure just solid advice. He worked up a whole plan and presented…read moreus with a book of how and why-we will be contacting him when we are fully ready to commit.

From the owner: Safe Harbor Retirement Group, LLC is an independent, retirement planning firm offering a…read morecomprehensive range of services for retirees and those planning for retirement. As an independent firm, Safe Harbor is not limited to a handful of products or providers, but represents and can offer access to virtually every carrier available to help clients get more out of their investments and reach your financial goals. Safe Harbor has Ohio offices located in Dublin, Easton, Beavercreek and Cincinnati.

When I found myself a single father of three, I knew I needed to get my finances on the right…read moretrack. Kevin has helped me to develop a big-picture money mindset as well as practical steps and accountability. I highly recommend him to anyone looking to improve their financial situation.

Kevin was great at helping us learn what budgeting really is and he helped us focus on our…read morefinances. He helped us learn how to control our money and tell it where to go. I can't recommend Pro Perspective LLC enough!

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.

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

I have much respect for Karen Cookston. She is there for me…read morewith any financial need or question. She is professional and caring. Karen is reassuring and supportive. I feel secure in her decisions.

Get on the right track in your finances with their complementary customized financial plan.read more