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.

Tread carefully. I inherited a small sum of money from my mother. Due to the time difference…read morebetween west coast and Ohio, it was very difficult to connect with Shaun. It seems like every time I would try to reach him, he had already left the office. He ended up "firing" me. Transferred my portion of my mothers trust to a corporate customer service department. Wow! No warning whatsoever; it was very difficult to access my mo eat after this. He refused to take my calls after the account was transferred. He failed to inquire what my other assets are. He was managing about 10% of my net worth and never took the time to ask questions. I think he treated me poorly because he thought I was a client with small net worth. My mother really trusted him so I stayed with him out of loyalty. She would roll over in her grave if she knew how he treated me.

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.

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

From the owner: Vawter Financial is a Fee-Only financial planning firm that specializes in helping people who are…read moreserious about retirement. Investments are only a small piece of what we do. Our focus is on you. Give us a call for your free retirement consultation today.