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Recent Finance Advising Reviews in Sunbury

  • A
    Safe Harbor Retirement Group LLC
    Safe Harbor has truly been what the name implies for us. We have been with them for a few years now and do not regret the decision. They are thorough, professional and have their customer's best interest always at the forefront of what they do!
    - Bruce A.
  • A
    Safe Harbor Retirement Group LLC
    Better than perfect. Cory Sickles is attentive, punctual, knowledgeable and has my best interests and financial well-being as his utmost goal. He contacts me regularly about adjustments that he feels would be prudent for me, and I completely trust his instincts. Everyone who I've encountered at Safe Harbor Ohio has been professional, sincere, and helpful.
    - Janet S.
  • A
    Safe Harbor Retirement Group LLC
    We have worked with Cory at SafeHarbor for several years. In our very first meeting, he sat down with my husband and me and presented us with a comprehensive breakdown of the funds available in my 401K, and thoroughly explained our options. He provided advice and recommendations that helped us to make choices about how the money is invested and saved. I feel confident in the abilities of SafeHarbor Ohio to manage my retirement savings and now that I am retired, I am getting paid from my account. It gives me peace of mind knowing that I can trust someone like Cory to manage my money for a reasonable fee. I would highly recommend talking to SafeHarbor to review what you should think about your future income when you retire, and I would recommend you do this sooner rather than later, The world and economy is changing and SafeHarbor can help guide you ensure the wealth you build is safe.
    - Brenda W.
  • A
    Safe Harbor Retirement Group LLC
    Very well. SH personnel set us up after looking at several options to the option that met our need. Also SH revised our Medicare and Secondary Insurance and saved us money. We have been with SH for nearly 10 years and have been very pleased with them in handling our retirement needs.
    - Leon H.
  • A
    Safe Harbor Retirement Group LLC
    I have found Safe Harbor to be a wonderful company to work with. All the staff are very professional and super friendly. I always get a quick response to any inquiries sent. They have done an excellent job managing my retirement funds during this uncertain and volatile financial time. I would definitely recommend to others as well as choose them again for any future financial planning needs.
    - Eliza G.
  • A
    Safe Harbor Retirement Group LLC
    We are very pleased with the services provided by Safe Harbor . Corey always listens to what our future financial goals are gives us a plan that fits our needs. Corey is very personable and easy to work with. I highly recommend Safe Harbor if you are looking to enhance your portfolio.
    - Michelle R.
  • A
    Kenneth A Pikor Financial
    Ken was on time and he had the information I needed. Ken gives sounds advice and puts me at ease knowing when retirement time comes I'll be all set.
    - SHARON W.
  • A
    Safe Harbor Retirement Group LLC
    Safe Harbor had me take a financial risk investment to better understand my investment comfort level prior to setting up an investment strategy. During the pandemic, Safe Harbor reached out to me to See whether my investment comfort level had changed and discussed investment strategies. I’d recommend Safe Harbor to anyone that wants their money invested wisely.
    - Vanessa R.
  • A
    Safe Harbor Retirement Group LLC
    They are very prompt in getting back to me any time I contact them. They schedule regular reviews but answer questions in-between if needed. They are very professional and have educated me a lot on my investments.
    - pat r.
  • A
    Safe Harbor Retirement Group LLC
    Wonderful. Cory works with us, rather than mandating what we should do with our money, he advises and explains his reasoning. He listens to our changing needs and desires. He then works with us to find a way to accomplish this with what we have and to maximize our resources. As the market changes and our situation changes, he keeps track and if he sees an opportunity he alerts us and then explains everything in terms we can understand. I highly recommend Safe Harbor!
    - Frank S.
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Financial Advisors in Sunbury

Companies below are listed in alphabetical order.

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