I would rate the service and advice that received from Mike at 5 stars, but the way that he…read moresuddenly and with NO NOTICE NOR ANY EXPLANATION dismissed us from the practice I am only giving it 1 star. We had complete confidence in Mike and were expecting to have a long term relationship with this company providing us with financial advice. Instead, out of nowhere, Mike told us at the end of one meeting that neither he nor anyone else at the firm could provide services to us. So just like that we were left with no financial advisor!! For that reason I would suggest not getting involved with this firm -- you never know if they are going to spontaneously decide they no longer want your business.

I've used Korhorn for 15 years and received excellent service... until now. This year, they wanted…read moreto more than double their fee, charging me their corporate rate. I'm NOT a corporation. In addition, they wanted to file extension because I was "late" getting my information to them. I get final reports from my investments at the end of March every year, and it has never been an issue before. In addition, they wanted to have a different accountant prepare my taxes, as opposed to the person I've used all these years. Also, they are no longer allowing in-person meetings. I was to submit my information and pick it up my returns when notified. Korhorn claim they've been undercharging for many years. As they are financial planners, this doesn't reflect well their abilities. And it should be clear, I understand raising fees, but not more than doubling them. They told me I wouldn't be able to find anyone to do it cheaper. I not only found a firm that charges a reasonable price -- they prepared my taxes without filing an extension. I'm disappointed in Korhorn, and I feel they could have handled this better. They've lost my business and I've lost my confidence in them. This is my experience and my opinion only.

Terry is well informed and has great expertise in managing money. He gives the BEST customer…read moreservice and stays in touch regularly. He is not only personable, but extremely ethical.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I've had a dormant checking account recently and the minimum 5 bucks in a savings since I joined…read moreover 10 years ago. I never incurred any type of penalty or fee of any kind. I just got a letter from a company stating I was sent to their collections to settle a debt everwise claims for my checking. I didn't like the new branding and was considering going back to get a new debit card now that I'll be having a direct deposit with a new job. But now I'll never be able to trust them ever again. Caveat emptor.

The phone system has been changed to reroute to a central system and not allow you to speak to the…read morebranch. This is insanly frustrating when you have an issue you need to deal with your local branch to resolve.

Ron Silverman (a.k.a. "The Money Doctor") is a great guy and a tax wizard. He always takes our…read morecalls and responds to emails in a timely manner. He's been doing our taxes for about 15 years. We've always gotten a healthy refund and no IRS audits (knock on wood). One time he was unsure about whether we could claim a certain deduction. Instead of guessing or using Google, he got on the phone and called a professor friend of his at the University of Notre Dame. We moved away from Indiana about 12 years ago and have lived in 2 other states since then, but Ron stills does all of our taxes. He's also great when you've got a tax question that you need answered quickly. Highly recommended!

From the owner: Located in South Bend, IN, Creative Financial Planning Advisors Inc boasts over 40 years of…read moreexpertise in the realm of financial planning. As seasoned professionals, they specialize in providing customized financial strategies aimed at helping clients achieve their monetary goals. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, their team is dedicated to delivering personalized and effective solutions. Trust in their long-standing commitment to excellence and let them guide you towards a secure and prosperous financial future.

The customer service was excellent, there was zero pressure and it felt like our advisor really…read moretried to customize our plan to us. Can't recommend highly enough.