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9AM - 5PM
5003 Horizons Dr STE 200, Columbus
Investing
9AM - 5PM
5060 Parkcenter Ave ste a, Dublin
Investing
“Best thing we ever did was get connected to this group. Highly recommend. Your missing out if you dont?. Not enough adjectives to describe their professionalism, efficiency, willingness, on and on. Thank you very much for you help.”
“I made the switch to Everhart a few years ago and have been very happen with the advisory relationship. Not only have they been experts in managing 401k plans (like our company's) but they now are providing personal expert financial advisory services. My advisor Logan, is more thank helpful, understands how to help us navigate these crazy times and still stick to the financial plan. Would highly recommend Everhart Advisors to others.”
“I had a pleasant experience. The cashier was prompt and friendly. She even handled a verbal attack from an entitled customer with grace. I'd go back because it's located relatively close to my office.”
“I have been working with Nate Smock and his team in the Polaris office for a number of yrs prior to retiring 18 months ago. His responsiveness and professionalism has been outstanding in helping me navigate the transition. I appreciate his support and relationship. I would recommend.”
“Ms. Angie is an absolute ? She was incredibly patient with me and took her time with detail when explaining the process with me. I would love to be contacted by management to truly share how wonderful she was to me! Women like her in upper management are SO Needed ❣️”
8AM - 4PM
7240 Muirfield Dr #150, Dublin
Investing
“I came to John feeling unsure about retirement, but he helped bring clarity and confidence to the entire process. He built a plan that not only aligned with my goals but also focused on tax-efficient investing — something I hadn’t considered before but now see the real value in.
He made everything easy to understand and always took the time to explain the “why” behind each move. I now feel set up for a secure retirement and finally have the peace of mind that I had been hoping for in my previous dealings with previous planners. If you want a smart, caring advisor who truly knows their stuff, John is the one.
He even meets with me over the weekend to accommodate our busy schedule. He makes our finances a priority!”
9AM - 5PM
1200 Morse Rd, Columbus
Investing
8:30AM - 5PM
6634 Riverside Dr, Dublin
Investing
“We have been thinking of consolidating several asset accounts into one place. On Monday, we were just passing by and walked into Charls Schwab Dublin office without appointment late in afternoon.The consultant, Clay Muhlenkamp, met with us and listened to our needs. He did a great job, explaining Charls Schwarb services in details and provided a specific plan for us. I think Clay is very professional and customer oriented. When we left, it was well over 5:30pm and the office was supposed to close at 5:00pm.Thanks for the great advice and we are considering Charls Schwab for our finincial needs in the near future.”
“Meeder Investment Management is a great firm to be a part of. The CEO and other senior leaders are easily accessible and engaged. I feel encouraged to give my feedback and feel heard.”
“I had an excellent experience with Soni's customer service. She was not only friendly and approachable, but also went above and beyond to address my concerns. Her knowledge and professionalism made the entire process seamless and enjoyable. I would definitely recommend her to anyone seeking outstanding support!”
“I opened accounts online and was contacted by the local advisors to see if I needed assistance. I was consolidating multiple accounts and they were quite helpful and attentive at making sure my needs were met.”
“They had great customer service inside. 3 different workers asked me if I needed assistance. Perhaps come inside versus waiting in the outside line. Like everywhere else in this country, this place could be understaffed.”
“I've worked with this branch on several occasions and the staff is always very helpful and work very hard to quickly resolve any problems. Highly recommend them for any of your banking needs.”
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“We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.”