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Finance Advising reviews in Lewis Center

  • A
    Kenneth A Pikor Financial
    I had a difficult tax year a few years back with multiple states for stock I had, I'm talking many states with different rules. I'm not sure anyone else would have taken the time and been so nice about this big project. They did a fabulous job and have been my tax team for a few years now. I also felt comfortable having them start a Roth for me. They are always friendly, with good advice. This husband and wife team will be my tax choice as long as they are in business. With all of the idenity theft concerns out there, this is a place you can trust with your information.
    - Darlene H.
  • A
    Safe Harbor Retirement Group LLC
    We have received excellent service from Cory Sickles and everyone at Safe Harbor. We have complete confidence in Cory's financial guidance and recommendations. Cory is patient and he makes sure we understand all aspects of a product or service before we make a decision. We strongly recommend Safe Harbor Retirement Group LLC, and Cory Sickles, for financial planning services.
    - Anne T.
  • A
    Kenneth A Pikor Financial
    I would recommend this service to everyone. They are very friendly and helpful with questions. I had a very difficult tax return with multiple state taxes, they did a great job. I just used them today for investment services.
    - Darlene H.
  • A
    COLUMBUS FINANCIAL GROUP INC
    FROM DAY ONE, MARK AND THE OTHER REPRESENTATIVES HAVE MADE US FEEL AS IF WE WERE THEIR ONLY CLIENTS. THEY ARE EXTREMELY KNOWLEDGEABLE, AND PATIENTLY WORK THROUGH ALL DETAILS AND TERMINOLOGY UNTIL THEY ARE CLEAR TO US. WITHOUT A SPECIFIC REQUEST, THEY EVEN WENT OUT OF THEIR WAY TO COMPARE AND QUOTE OTHER COMPANIES TO LEND PERSPECTIVE TO A QUOTE WE RECEIVED FROM THEIR COMPANY OF CHOICE FOR A SPECIFIC INSURANCE POLICY. MARK HAS BEEN A DELIGHT TO WORK WITH, AND HAS TAKEN THE TIME TO TRY AND BUILD A PERSONAL RELATIONSHIP WITH US. WE HAVE NEVER FELT PRESSURED TO MAKE ANY INVESTMENTS OR PURCHASES.
    - KELLY B.
  • A
    Summit Financial Strategies
    LORI, ONE OF THE FINANCIAL PLANNERS FOR THE COMPANY, HAS DONE OUR TAXES FOR THE PAST 2 YEARS NOW. SHE HAS DONE AN OUTSTANDING JOB AND HAS ENSURED THE HIGHEST REFUND POSSIBLE. SHE EVEN HELP SOLVED AN ISSUE WITH A TAX RETURN FILED 3 YEARS AGO WITH ONE OF THOSE LARGE TAX SERVICE COMPANIES AND SAVED US OVER $1,000! THE COMPANY ALSO PROVIDES COMPREHENSIVE FINANCIAL PLANNING SERVICES AND WILL HELP MEET YOUR FINANCIAL GOALS.
    - DAVID W.
  • A
    Kenneth A Pikor Financial
    He was knowledgeable and very informative for me.  He was able to explain things simple enough for me to understand financing.
    - Renee K.
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Financial Advisors in Lewis Center

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