We have had multiple mortgages so have lots of experiences to compare. Some good, some terrible…read more(usually due to a lack of communication), but this Ruoff group is excellent! We have been fortunate enough to use the Drudge group for the last few home purchases. They stay in constant communication, work at lightning speed and are incredibly nice people as well. We have referred multiple people and everyone has had the same things to say about Cori, Amie and Stacey!

My hubby and I are in the process of buying a house and I have to tell you, if you have never done…read morethis, it is a VERY long, difficult, stressful process ...for a number of reasons. There is no one to really trust or put your faith in and the rules are constantly changing. But, our Realtor (Stacy Barry from Century 21) introduced us to her "go to" mortgage broker and from the beginning of our experience, we have had Warren Harling from Metlife on our side, which has been nothing short of amazing. When we met with him, we were not even sure we could afford to buy a home. We have been saving for years and we still had to sell our condo, pay down some debt, the normal issues most people in their late-20s have...but, once we met with Warren, he was reassuring, honest about an "attack plan" to meet our goals and advised us to get that condo sold! We finally sold the condo and were looking into the ever-popular building experience in Fishers....After lots of issues in that arena and talking with Warren some more, we went back to the drawing board and recently put in an accepted offer on a 1971 country style home in Carmel. We could NOT be more pleased with the amount of service we receive on a day-to-day basis from Warren. He is very responsive, never puts us off (even during the days we weren't buying a house yet), is extremely knowledgeable and does his best to decrease our stress as we await closing. He is always happy to answer our questions (even when we have already asked them once or ten times), is super friendly and excited for us. Most importantly, he is trustworthy. He keeps up with the always-changing market, has sustained his business and his integrity in this otherwise shady real estate adventure people are on now. Because of him, we are buying our dream home, know what we can afford and have had a fairly seamless path to getting there. Without him and our Realtor, I fear we would never have gotten what we wanted or would still be stuck in our 2 bedroom condo with a fastly growing toddler, three cats and a dog. Now, we only have to look forward to a large yard, more space and a new mortgage payment! Thanks, Warren! :)

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

This is a revisit. I have used their services for several years. I initially was quite pleased. I…read morethought they were attentive and took their role of a fiduciary seriously. Most recently I received a LETTER advising me they had a plan for some new investments. The letter stated I needed to take action before May 10! The LETTER was posted May 9. Never any follow up. In July they contacted me to make an appointment. At my recent appointment I was introduced to Quinn Teague. I was very impressed he took some time to introduce himself and to have me do the same. I expressed my concern of the turnover in the office and industry. He reassured me that he had plans to stay. I hope the company offers him incentives. I feel quite comfortable that my investments are in the right hands. It's early days but I think this is headed in the right direction.

If I could rate a ZERO I would. I have just discovered that my money that I have invested with this…read morecompany is NOT where it should be. I discussed that fact that I would need access to my funds and I have now been told that since I took one withdraw out earlier this year - (COVID related) I can't take money out again without significant penalties and surrender fees. I am beyond angry. I trusted them to put my money where it could grow and I could assess it once in a while if needed. The advisor I worked with won't call me back. He has had a compliance officer call me. I worked too hard for my money and now I'm being told that I can't touch it - even to put it back in 45 days - without significant fees. Fiduciary duty...not even close. I will be filing a complaint with the SEC, Indiana Insurance Commission and the Attorney General. STAY AWAY!

We moved all of our stocks and bonds to this group over a year ago and are so pleased. They are…read moretrue financial advisers, not representing any company, fee based right up front. And you get what you pay for, lots of attention to our accounts., money growing nicely. They have offices all over the country but Anderson is their home base . They have outgrown the building where they have been for a long time. September 2018 brought them to their new stick-built building at the Flagship in Anderson , a beautiful location handy to the city and I-69. We have no doubt they will grow even more.

I trusted multiple company's retirement accounts to them and was let down. Next thing I know is the…read moreDepartment of Labor is contacting me because of their errors. And then they make the same error again. My recommendation is to stay away.

I worked with several lenders throughout my homebuying journey, but the difference with Chris Beggs…read morewas immediately clear. From day one, he was transparent about which loan options weren't available and which ones would best suit my situation. He was honest about his limitations and always clear in his communication, which helped make the underwriting process much smoother. Unlike others, there were no surprises or last-minute requests for extra documents -- everything was handled upfront. Chris truly stood out for his professionalism, guidance, and genuine dedication. I really appreciated his support every step of the way. Not to mention his Calmness despite how nervous I was! This process is already overwhelming and very stressful if you d like to Save yourself some stress and hard time just start it whith him without looking for other options.

I received the best mortgage rate on the market. Chris Beggs was outstanding to work with. He…read moreanswered my texts and calls immediately and was very helpful with all of my questions.

I dropped off my state and local returns this past March…read more I needed to file amended returns for both. the gentleman took all my old electronic returns and I later sent him copies of my W2s. He confirmed he got everything he needed. I waited for his call or email to review both. I have not heard back from him or anyone there since - nearly 9 months later. My follow up emails went unanswered. Unprofessional to say the least. You can do better than HR Block in Fishers.

I've been using H&R Block for years. When I did taxes on my own, it really stressed me out until…read morethey were done. Now I just keep what I need to collect during the year and take them into H&R Block. Usually done under 30 minutes and I'm on my way. They also compare your previous year numbers and talk about where you can make improvements. I've had three preparers over the years. When you finish, you can schedule for the next year and keep the same person. I've used Julie Preske the last two years, after my first preparer retired. Julie is in the Fishers office on Allisonville, about 118th. She does a great job and is incredibly friendly. For the stress reduction, the price is totally reasonable. I believe they base it on the number of forms you file. They print a copy of what is submitted. Since it's stored electronically, if you ever lose them, they can reprint for you. Some offices are open only for the tax season, but there is always an office open; the farthest I've had to drive was Castleton. A total bargain!!!

We have had Jeff as our agent for several years now. Jeff is always responsive to any questions I…read moremight have and spends time advising me on the best path forward. The company was excellent to work with when we had a claim. I can't recommend him high enough.

Jeff has been our agent for over 20 years - his entire team is always on top of things and ready to…read morejump in and help at any turn. Cannot recommend him enough - honest, realistic, and helpful.