The people at Wealthquest are excellent financial managers. They work with TD Ameritrade, Schwab,…read morebut really any customer base. If you are in the Ohio or Chicago areas, or really anywhere, consider them.

I found this company because Dave Ramsey endorses them. They were the closest Ramsey-endorsed…read morecompany in my area. I was in the market for term life insurance and getting quotes for auto insurance to compare to my current rates. I was really disappointed by how I was served. I asked for specific death benefits for my term life insurance quotes and was given quotes that didn't have the same death benefit that I requested. In regard to auto coverage, they asked for a few basic pieces of information about my car, how much I drive, etc. but didn't ask me specific questions that were needed in order to meet my needs in terms of the coverage I was looking for. For example, I drive a very old car and it's obvious that I don't need collision coverage, but all 5 auto quotes included collision coverage in the quote. Not to mention their auto quotes were above many other places I've seen. I received these quotes via email. I never went in person to their physical location. Worst of all, I was put in a group email with over a dozen other folks looking for insurance quotes. The lady who worked there asked us all in the group email who was still interested in insurance quotes and who wasn't interested anymore so she could update her email list. Again, a GROUP email from an insurance company!?! I was really excited about this company at first because they are Dave Ramsey endorsed, but I will never do business with them.

I wanted to get some information about opening a retirement account. I listen to The Dave Ramsey…read moreShow and searched for an "Investing ELP". I was recommended Stevens Investment Group by the ELP program. I gave them a call and let them know that I did not have much money to invest to begin with, (less than $3,000), that was in another account. I talked to Mark Howie. We agreed to a face to face meeting date. I was told up front that our first meeting I would not be purchasing a product until we have talked and went over several options and that I understood what I was buying. Right away I liked this and went hand in hand with Dave Ramsey's "heart of a teacher" discussion. I already knew that I wanted to open a Roth IRA. Mark went over many different mutual funds with me. He seemed genuinely interested in my financial goals and I never once felt pushed or pressured to buy or commit to anything. At the end of our meeting Mark gave me Dave Ramsey's book "Financial Peace" which was a very nice gesture but as I had already read the book I did not take it. This first meeting was in September 2015. Since then I have had nothing but excellent communication from Mark and everyone else at Stevens that I have encountered. They also offer tax and insurance services. I have not used those so can't speak on the quality. But on the retirement investing side of things, I have had a great experience.

Well they were very kind and helped me a lot with finding car insurance I was comfortable with and…read morecould afford. Thank you!

Newman and Tucker did a great job supporting the purchase of an investment property. Not only did…read moretheir rates on similar coverage beat the competition by a good bit, but their service was proactive to the point of volunteering to do things (handle xxx or take care of yyy). Other brokers assumed not only that we would know and do (regarding the purchase of the investment property), but other brokers assumed our business, not asking if we wanted to re-quote pending a significant portfolio change. Jessica Wainscott was excellent to work with, proactive, but not pushy, and patient in awaiting our responses. They won our business.

UPDATE: Received a very nice call from Randy. He was unaware of any of these issues. After speaking…read morehe went to work making sure that I got a refund of the balance of my money that was in my account. He also refunded the $20.00 that I was charged in error. I'm changing my rating from a 1 to a 4. Everyone goofs up....its how you deal with it that matters. Randy took full responsibility. What more can I ask?

I procured the services of A Debt Coach in May of 2018. I had fallen into difficult financial times…read morebecause in 2017, I was diagnosed with cancer underwent surgery & months of recuperation. Unfortunately, I used my credit cards to live on. In retrospect, I erred when out of desperation, I decided to enter into a consolidation plan to try and regain control of my finances. I failed to do my due diligence to obtain an understanding of what consolidation companies actually do for people. Simply stated, they call your creditors on your behalf to structure lower monthly payments & APRs. The fact is, you don't need a consolidation company to do this and can do it yourself. At the time I contracted A Debt Coach's services, I agreed to let them debit my checking account in the amount of $190.00 plus a $10.00 fee that is applied towards their services. A few weeks after beginning participation in the restructured plan, I was contacted by a female representative of A Debt Coach and informed that one of my payments was in arrears. I asked how this was possible as they had been managing my payments for approximately two months. She replied that she did not know but asked that I remain on the phone while she called my creditor so she could conduct a conference call. The creditor informed her that one of my payments was late. I interjected and asked how that was possible if A Debt Coach had been debiting my account and submitting payments on my behalf for approximately two months. The creditor stated I owed $2800.00 and that the last two payments were late. He then agreed to amend the due date so that future payments would not be shown as late. I next asked the creditor why I owed $2800.00 while my records showed I owed approximately $1000.00. The creditor's representative replied, "Because that is what our records show." After termination of the call, I informed A Debt Coach's representative that the amount due on the account is incorrect and evidently when my monthly payment was calculated by A Debt Coach, they relied on an incorrect unpaid balance. A Debt Coach's representative said, "The important thing is your record no longer shows that you are late." Evidently, the fact the outstanding balance was in error and much higher than what I THOUGHT I owed, was inconsequential to the representative. In the weeks that followed, I contacted the creditor who refused to investigate my inquiry and said I must look at my monthly statements and research these on my own. I began researching statements and later wrote a letter to the creditor's CEO and filed a complaint with the state Attorney General's office. Within days, I received a call from the creditor's headquarters advising me that someone had submitted a payment paying off my outstanding balance and afterwards, charged more than $3000.00 in electronics. I live in California but the person paying off the debt used a fraudulent check and an address in the city of New York. The actual amount I owed was later reduced to less than $900.00. After obtaining proof that my account had been fraudulently compromised, I contacted A Debt Coach and asked that they please reassess my monthly payment. I was told they could not do so and that I must continue paying the monthly amount of $190.00 plus $10.00. Since February 2019, my hours at work were reduced because of a seasonal decline in business. Coupling this reduction was the fact I fell while at work, causing me several injuries. I contacted A Debt Coach and was informed they could skip one payment to my creditors to help me out but that this could result in being referred over to collections and might cause my credit score to drop. A Debt Coach offered to file a "hardship" request but added there was no guarantee it would be granted. Yesterday, my doctor placed me on Workman's Comp (disability) after an MRI revealed sciatica which Is causing me excruciating pain. Today, I received a voicemail from A Debt Coach advising me that the request for hardship had been denied. I called A Debt Coach and asked them to cancel all future payments after 6/25/2019. I explained that my income is too low to continue paying $200.00 a month. The representative informed me that if I terminate my agreement, creditors could refuse to enter into another agreement & return my APRs to what they were before consolidation agreements were entered into. She transferred me to a "counselor" named Brian, who she said could work with me. Brian immediately said he would cancel my account. I asked that he please provide a list of the names of my creditors. At 2:20 p.m. (PT) he said he would email this to me in "5-minutes." At 4:02 p.m. I called because I never received Brian's email. Anna answered the phone & said she would "mail" this to me. Brian not only failed to follow thru, he also wasn't impelled to inform me he would not be emailing the document I requested. AVOID THIS COMPANY.

We've been with VanWeelden Financial Group almost 17 years so we can speak to a long term…read morerelationship. Frankly, we should have joined the practice SOONER! Their care and oversight of our portfolio has been great and they listen to us very well! We HIGHLY recommend VanWeelden Financial Group!!

Nathan was very helpful but not pushy at all, which is huge plus. One of the biggest deterrents…read morewhen shopping for insurance is pushy agents. He explained the coverages in a way that makes sense. I greatly appreciate how easy he was to work with and made switching insurance much more pleasant.

Nathan was very informative about the policy and professional. Nathan was courteous in his…read moreconversation and was precise about the coverage that I would receive with my policy.

Thé Agent's make the company great! I found agents Jess mainly and Bri to be phenomenal !!!(I have…read moreactually only interacted with Jess). Jess, you have been God sent!!! Thank you so much !!!! Karen

Kati helped me find the perfect quote saving me over $100 from Progressive. I was with Progressive…read moresince 2003 and they inexplicably jacked up my prices!! So, I'm glad to once more be part of the State Farm family. Kati was attentive, answered all my questions, and was just so nice! Thanks so much!!

Nice staff, clean professional atmosphere, reasonable price, quick prep, overall god experience…read more Taxes and financial advising available.

The mission of the Chesapeake Accounting Company is to offer companies and individuals the timely,…read moreaccurate accounting they deserve. The Chesapeake Accounting Co. can completely handle all of your bookkeeping through tax preparation. Fast, accurate, affordable accounting you can rely on. Free first hour of consultation for new clients.