NEED ACCOUNT BALANCE INFO FOR TAXES. 1. Automated system…read morerecognises login data AND my voice, but fails to send promised "code" to my telephoine, despite four tries. Lovely "four factor authentication" crashes again. 2. Then automated system fails to recognoize correct login data. 3. Then aurtomated system refuses to allow me to cretae new password. 4. "24/7" "support" telephone number reaches message to call day after tomorrow, making "24/7" a lie. Incompetent software and no way to get help until day after tomorrow. "24/7" 0___0

I went to the Rookwood office with my toddler and I have never EVER been treated so well anywhere…read more I don't know anything about finance and I was a bit stressed that day. I didn't even have an appointment but these guys immediately opened the door for me, offered me a beverage, offered my son snacks, entertained and drew pictures for my child while another guy fixed an issue with my account in record time. Who does that!? They also answered my financial questions in a way that I could understand since I'm not a finance guru. I'm blown away by their empathy, professionalism and their ability to execute what I needed quickly before my child had a meltdown. The Four Seasons didn't treat me as well as these guys did lol. Highly recommend!

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.

Bowling Portfolio Management has offered me consistent and stable investment management throughout…read morethese tough economic times. I appreciate their hard work and their ability to provide smart analytics accompanied with compassion for the client.

My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

We have moved our money and retirement IRA here and are very pleased with the service and customer…read moreattention. We definitely want the managed account and trust their expertise. Trey is our advisor, and i highly recommend him.

I've had money invested with Fidelity for more than 25 years. Service and advice has always been…read moretop of the line. My portfolio has shows consistent progressive growth. I've always felt that my money with is secure with them as well. They are responsive and willing to help. I'd highly recommend them for investment and retirement planning.

Want to get ripped off? PNC Investments is the perfect place! I invested $25,000 into a mutual…read morefund there in 2016. Right off the bat, without informing me, they deducted $1,250 in fees from my $25,000 !! 4 years later, the fund has made no money for me, so I called to return the money to my savings account. Now the rip-off starts again !! They are charging me over $500 to get my money back, what's left of it. It seems that PNC Investments would be a good place to AVOID !!! After many years, I am looking for a new bank, hopefully one with honest customer service and maybe even ethics,

Steven Dillhoff and his staff managed my mother's investment and retirement portfolio when my…read morefather died. Now that my my mother is gone, I can understand why she chose and stayed with Steve for almost two decades. He's committed to his clients' well being, is honest, ethical, and a great guy. I strongly recommend Dillhoff Financial Services for all your financial needs. I am not in San Francisco but in Spring Hill, TN. I can't change that heading!