Financial Planners near Upper Arlington

“I became a client of Grové Financial Group, which later became Grové Parks Hegarty Wealth Advisors and now is known as Muirfield Wealth Partners, during July 2012.My parents had worked with Willie Grové for many years; when it became clear that I should start to work with a financial advisor, I decided to initiate a relationship with that same company.I work primarily with Derek Hegarty and Suzy Biehl though I occasionally interact with other staff members when Suzy and Derek are away.Suzy makes sure that my day-to-day financial needs are processed; Derek has helped me to make several important "financial planning" decisions, over the years, that I definitely would not have been able to make on my own.The staff in the Muirfield Wealth Partners office is always friendly and helpful. They are able to answer my questions and respond to my occasional needs.And it is always wonderful to be offered a can of Sprite in the reception area whenever I arrive for an appointment.“

“i been going to ms carolyn for over 8yrs now i wouldnt go anywhere else shes really good and knows what she is doing! i really appreciate the privacy you get shes not all loud when handling your paperwork and when you are on time for your appointment shes on i would recommend going to her office she is professional.“

“Ed and the EGSI group made my wife and myself feel like family right from the start, wouldn't trust my future with anyone else.“

“I can't say enough good things about Greg and Taylor at Legacy Retirement Group! From the moment I reached out, their professionalism and dedication were evident. Greg's expertise in financial planning helped me navigate complex retirement options with ease, ensuring I felt confident in my decisions. Taylor’s attention to detail and personalized approach made me feel valued and understood.

What truly sets them apart is their commitment to their clients. They took the time to listen to my concerns and tailored a retirement plan that perfectly suited my needs. Their comprehensive knowledge and willingness to go the extra mile made the entire process seamless and stress-free.

If you’re looking for a team that genuinely cares about your financial future, I highly recommend Greg and Taylor at Legacy Retirement Group. Their exceptional service and unwavering support have made a significant positive impact.

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“I've been with Randy and Todd Martin for financial advice and investment direction for over 10 years, and they have "done me right" throughout that time. They often help out with willingness and concrete advice beyond the scope of their normal financial advising. They have helped me with estate-planning advice, the right actuarial service to use in evaluating assets, and I could go on...and I like the personal touch and connection I've developed with them over the years.“

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“Toby has been very dedicated to assisting us in our retirement planning. Highly recommend.“