9AM - 5PM
5003 Horizons Dr STE 200, Columbus
Investing
“Wendy has been great to work with over the last decade. We have been very pleased with her communications and our portfolio performance. She is a great resource to us and we have referred two family members who work with her as well.”
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.”
“Such a nice group of people. They stayed late to help me with my withdrawal and I couldn’t be more appreciative. Super friendly and I would recommend everyone in the area to bank with them!”
“The customer service in the bank have always been very nice to me. I've had several eye surgeries in struggle sometimes they're always helpful and the officers in the bank have always assisted me with anything I needed. I've utilized several banks over the years but PNC is by far the best in my opinion.”
9AM - 6PM
221 W Bridge St, Dublin
Investing
“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.”
“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 ❣️”
9AM - 5PM
1200 Morse Rd, Columbus
Investing
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
1699 Holt Rd, Columbus
Investing
“Usually use the ATM, but druve-thru and services are great too! The ATM let's you take out money in $1 increments, nice sometimes. Everyone is eager to help?”
“I just finished a session with Marne in Piccolomini and I have to say she surpassed my expectations. Not only is she versed with lending and gave me new insight but she coached me through my barriers and really helped me walk away with an actionable plan moving forward.”
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!”
“My experience at this bank was wonderful everyone is nice the security at the door she very nice and LOGAN SORBA is excellent very nice helpful and respectful I’m very happy his very professional i if could give more the five stars I would”
“Daniel is charismatic, informative and a pleasure to be around when I was putting in my travel notice and getting a new credit card. I always come out feeling energized and ready with my financials. Best PNC branch I’ve been to thus far!”
“I love my PNC Bank! My hubby and I have had accounts there for at least the past 15 years. The employees are kind, caring, and good at their job. The atmosphere is pleasant. When you walk in, it's clean, comfortable lighting, soothing energy, and patrons are helped in an efficient and thorough way.
They have genuine smiles and make every patron feel welcome and unique. All in all, There's not a thing I can think of that would tarnish the above statements.
PNC is the peoples Bank. Much love to all and their families!❤️”
“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.”