They take complex financial planning and educate you first before laying out a recommendation…read more Heather creates detailed plans extremely customized to each person.

From the owner: Holistic Financial Planningread more

Total Sham! My friend, C. W., in New Orleans tried using these people last year for a "mildly"…read morecomplicated mortgage. They needed a refundable fee of $1,000.00 upfront. First the loan was no big deal. Then it got more unexpectedly complicated which this man, "Ron," said he didn't understand. Ultimately, they couldn't get a deal done. After that many calls (he prefers not to use the phone) and emails promising the refund and she still never got it. Finally, they just stopped answering her emails, calls. Her assistant was calling daily. NOTHING. To this day, no answer to calls, emails and despite promises in emails that the $1,000.00 was being returned. NOTHING. These people should be ashamed.

Worst Bank in Indiana! lie steal your money shortchange you…read moreshady financial institution. Very impatient, rude, disrespectful, and accusatory!! I do not recommend Very unpleasant and rude customer service.