Best Financial Advisors in Kettering, OH

“Excellent customized financial planning Positive Responsiveness, Quality, Professionalism”

“She was extremely professional, got me the best rates hands down, and walked me through every step of the process.”

“They really support the local community as well!”

“Excellent skills in managing income tax preparation.”

“All of my experiences with the people here have been great!”

“As an owner of a couple dental offices, it was important to me to find someone that can stay organized with all the small details needed in supporting me with my accounting needs.”

“Always leading edge advice and never fails to stay on top of the latest and greatest to ensure my financial portfolio and future are the most profitable possible.”

“I had a M1 (highest misdemeanor) and he got it dropped to MM (minor misdemeanor) I say he's a pretty good lawyer I would use him again Positive Quality, Professionalism, Value”

“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”

“Great group of people.”

“Not only do they understand the shift in planning and investment strategy at retirement, they also understand that to be an effective advisor, the amount of compassion and understanding has to match the level of expertise.”

“Great place to work!”

“I have been a client of Birchcreek since its very beginning and can thankfully say that the guidance and help from Dan Johnson and the entire staff give me direction and peace of mind every single day!”

“I am beyond grateful for the potential I have with this company no matter where else I've worked, the ladder always had an ending point where you couldn't climb up anymore.”

“Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've always provided the most personal service available, thus building trusting relationships with our clients. We strive to ...”

“I have worked with Cory for several years now.”

“Prior to Tim Adams joining our team our systems were very outdated which made our records very hard to maintain and it became increasingly frustrating when would could not locate specific data in a timely manner.”

“The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its ...”

“I highly recommend using her and referring her to other friends and clients.”