Financial Planners near Beavercreek

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“A fantastic place to do business with!Jenn Morris was a great big help for me today and is a wonderful person.“

“The Birchcreek Wealth Management team have provided my wife and I excellent financial planning services. Our Wealth Advisor, Jake Bartel, has provided invaluable advice to help us achieve our financial goals as we recently retired. We have worked with Jake over 10 years, and he is truly a partner as he listens to our questions and objectives and then with our input helps us to develop and implement the path to our goals. He is caring and compassionate and we value our personal relationship with Jake. He is proactive with advice, and always quick to respond and always available to meet with us whether it be personal or via a phone call. We are thankful to have the opportunity to partner with Birchcreek Wealth Managment and Jake Bartel and would highly recommend them!! We appreciate their partnership and friendship and looking forward to many more years of financial success!“

“Knowing Mrs Nellie Bailey has been a blessing to Me, my family and friends, there's no disputing the fact that she is the best account manager ever. I just made another withdrawal few moments ago, it was so great this is really an opportunity knowing you wow friends I can't be so selfish enough to enjoy this blessing alone you can always contact her directly so she can help you too. She is ready to show you how you can trade and make profit, I'm a living testimony I invested $1000 and I got my profit today after 5 days trade I made a withdrawal of $13,600 as my profit in return wow I'm so happy believe me friends it works 100%. try her and see the blessing. contact her today“

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“Been in the business since september when I was hired and everything has been great!!! They were patience with me when testing form my license and a great help with that and now that I am licensed the training and coaching is extraordinary Alex Abuyuan is their for all his agents and cares for them and their career!!! No complaints!! Great business and Alex is a great man!!“

“Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.“

“I spoke to my good friend about recommending a new CPA. I felt a change was needed. He recommended me Fritz Financial who has been using. She was very knowledgeable about taxes when I spoke to her. She made sure to let me know what all I needed to get my taxes done. I could meet in person or do it all online. The process was very pain free and easy. Being able to meet in person is great. I feel I can get my questions answered.I highly recommend using her and referring her to other friends and clients. I will be contacting her again for this years taxes.“

“The best financial company in the Dayton metropolitan area! Ask for Tony Schock. I feel extraordinarily confident and at ease being retired with them handling my nest egg.“