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Finance Advising reviews in Oak Hill

  • F
    Capitol Benefits LLC
    I reached to Capitol Benefits, since I was impressed with their good reviews on Angie's List and printed a coupon that reads that potential customers will get a $10 Visa gift card, just for contacting Capitol Benefits. Alan Putterman of Capitol Benefits, initially gave me a great auto insurance quote. Thus, I was prepared to send him a check and do business with Capitol Benefits. A day later, the quote changed for the worse. Displeased and jaded, I informed Mr.Putterman that the quote is unacceptable and never received their $10 Visa gift card in the mail, as advertised on Angie's List.
    - David C.
  • A
    David Herndon has been our financial planner for about 10 years now, and we are very happy with the services he has provided. He is always just a phone call away when things need to be changed (like new beneficiary designations, etc.). Anytime we need a re-evaluation, he comes to our house at our convenience, which has sometimes meant that he's left at 9 PM! He has always kept our best interests in mind and steered us toward savings and investing to maximize our returns, but only to a point within our comfort zone. He has never tried to oversell us, and he is always willing to answer questions. If David ever leaves, I hope our next agent is as wonderful!
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Financial Advisors in Oak Hill

Companies below are listed in alphabetical order.

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