I misstyped. It was not Peggy Buxros I heard speak all those years ago but Peggy RUHLIN.read more

From the owner: Budros, Ruhlin & Roe, Inc. is one of Central Ohio's largest independent, fee-only wealth management…read morefirms, offering financial planning, wealth management, investment management and retirement plan services. We specialize in counsel for clients with $1M in investable assets or greater.

Glenn has been our financial advisor for over 25 years and I can recommend him highly. He has a…read morehighly personalized approach based on listening to your future goals and consideration of current lifestyle. He really listens to understand your situation and makes recommendations based on what he hears and his knowledge and experience as a financial adviser; it is not a one size fits all cookie cutter approach but rather an individually tailored program. Based on his advice, we were able to pay for 4 years of private college tuition without any loans, keep our current lifestyle, and save for retirement. Completely trust Danielle and Glen with our money and highly recommend them, they truly live by their mission and we couldn't be more pleased with the results.

From the owner: Holmes Management LLC is a family-owned and operated financial consulting service. With over 32…read moreyears of experience in financial planning, they are responsible for managing over 100 million dollars in assets. They offer services such as financial investment planning, retirement planning, estate planning, and more. Along with a vision to provide clients with meaningful, highly insightful and well defined financial advice, they want to help you achieve your financial goals. Contact their team today to get started.

"Great, helpful, friendly people work here"…read more That should be the sign on the door. If someone is planning to start a business that involves customer service, they'd be well-served to video this neighborhood bank's operations for a few days and copy as much as possible. I'd probably give them 5 stars, too, if they did.

Never go them this bank gonna charge u a lot when close an account. Don't even open account with…read morethem. Sometimes when you want get cash or your balance is below setted amount they will charge u as well. It s like sucking every drop of blood.

I went to this place to potentially move my investment portfolio and Sean was a huge ass. Before I…read morewalked into the business he confronted me in the parking lot for parking in his space. As I walked into an adjacent business to help a elderly woman into her vehicle he parked in front of my car so I couldn't get out. This guy is petty and it immediately turned me off.

From the owner: Our investment brokerage has a full team of certified professionals dedicated to providing the…read moreservices you need to invest in your future now. From 401K planning to retirement funding, we are dedicated to walking you through each step of the process with ease and confidence. By Referral only.