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Recent Finance Advising Reviews in Berea

  • A
    Safe Harbor Retirement Group LLC
    He listened to my needs and setup an investment plan that was tailored to my specific situation and needs. I couldn’t be happier with the results. He always gets back to me when I call.
    - Judy C.
  • A
    UBS - Louisville
    Our return has been better than the national average for years. We use Dennis White and she is in contact with us often. I can go to her if I need anything like tax information. She got the best rate for us when we were building our house.
    - Sharon C.
  • F
    Ameriprise Financial
    Word to the wise: John ***** of Ameriprise on Shelbyville Rd in Louisville, Ky is in the process of a legal dispute in which he is accused of falsifying documents and stealing money.
    - Elizabeth B.
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Financial Advisors in Berea

Companies below are listed in alphabetical order.

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