Brad and Tom Cunningham are the kinds of financial advisers you need these days. Yes, they have the…read moreskills to navigate the tricky financial stuff. But more importantly, their firm is based on their own personal experiences of receiving bad advice--and having to work their way out of the hole. Then they hit the books, learned the system and turned to helping others find personal success. That's what I love about them. They're real. And they help people in almost any situation, whether you're just learning how to manage your money, have it all figured out, or have your own hole you need to dig out from.

Orange Financial and Brad Cunningham were highly recommended by a friend and her husband from…read morechurch. She and her husband have worked with Brad and his team on their financial future for seven years. As I've had a few financial advisors change on me, I've gone through a few work layoffs and previously worked for a non-profit so I needed help getting back on track for my financial future. The Orange process involves disclosing your finances, debts and spending habits. They work with you on every step of the way putting together a customized plan which you work through during monthly meetings. Its challenging, but I'm on track to help secure my financial future by saving more, giving back to help others and in process of paying off my credit card debt. Thanks Orange Financial!

Jeroen is a great help to me when it comes to planning for retirement. I had quite a few 401k…read moreaccounts from past jobs and he made it very easy for me to consolidate them into one place so that I actually know what I have saved for retirement. He takes the time to explain why we are doing everything that we are doing; which is great as I am not a numbers person. He is great at following up when I drag my feet or forget to do something that we talked about. I truly feel that he has my best interests at heart and knows what he is doing with my investments.

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.

Needed a bond to satisfy the Commonwealth's Notary requirements. I came to Yelp to post a quote…read morerequest and Hummel Hatfield replied almost immediately! Within 15 minutes from then I had secured what I needed with a very professional agent... all right around 5pm! When it comes time to renew I will not hesitate to do business with them again!

This is a wonderful independent agency located in Erlanger KY. We represent many insurance carriers…read morethat will take care of your insurance needs

Humbert Mortgage made the home buying process easy and simple. They treated us like real people,…read morenot another loan to be processed. All of our questions were answered and they explained things so a real person could understand, without all the mortgage legal-speak. This was by far the best home buying experience I've ever had. I will use Humbert Mortgage for any future home I buy.

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.

My wife and I meet with Tom for a consultation for our future money concerns. We were referred to…read moreTom by a family member. Tom could have not been any more helpful with our meeting. He was very informative and his knowledge was very helpful. He gave us great advice on our current investments and explained to us what we can expect for our upcoming future. This was all done complementary and we felt totally not rushed and so comfortable with Tom. He explained how future meetings would benefit us. We determined and with his agreement that we were on a great path and a future meeting would not be needed till a few years from now. He was polite and most important honest in our assessment. We will 100% contact him in a few years. From our meeting I would highly recommend Thomas.

Without getting into too many details, when Steve and his team took over my taxes (personal and…read morecorporate), they made me realize how much my previous accountant of seven years had messed things up for me. Some things they were able to fix retroactively; others were no longer possible, but they did everything they could in my case. Their services are very reasonable. Due to the highly increased demand, it takes slightly longer now to get a response, but I have never had issues. They created very simple yet robust tax solutions for my needs, legally lowering my liability and exposure. I could not be happier. Many times they add personal touches to their interactions, and they are much appreciated. I definitely highly recommend them.

Pretty amazing people. I was floored when, during my first appt, Brad pretty much finished up my…read moretaxes while I was sitting with him. I think if I had had all of my info, I would have walked out that day with my returns done! Prompt, friendly, knowledgeable about what they are doing, and reasonably priced!! Can't get much better!!