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8:30AM - 5PM
10170 Penny Ln 1st Floor, Miamisburg9AM - 5PM
20 N 2nd St, Miamisburg“Adam is a great agent. What I liked best is he does not try to pressure clients into buying products unlike other agents I have spoken with in the past.Most insurance agents only care about their wallet, not yours. Adam is not that way, he cares about his clients' needs.“
9AM - 5PM
115 S Main St, Springboro“Very nice and informative on taxes... Would highly recommend especially if you own a business.“
9AM - 5PM
One Russell Pl, Dayton“A fantastic place to do business with!Jenn Morris was a great big help for me today and is a wonderful person.“
8:30AM - 5PM
2955 Exchange Pl Blvd #103, Dayton“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!“
9AM - 5PM
1301 Lyons Rd H, Dayton“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!!“
9AM - 5PM
1700 Lyons Rd Suite D, Dayton“Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.“
9AM - 5PM
7036 Corporate Way, Dayton“Absolutely wonderful company. Jerry and his team will go way out of their way to take good care of you. Thank you so much for your wonderful service“
8:30AM - 4:30PM
314 Regency Ridge Dr, Dayton“Experience was very easy going and information was very easy to understand.everything I needed was taken care of.Very professional“
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“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.“