Here’s The Deal: Russell Total Wealth and Wellness is a registered Financial planner in Dayton, OH. Rob Russell is the firm's President, CEO, and Investment Advisor Representative. The Russell Total Wealth and Wellness team is ready to assist you with your questions. They enjoy visiting with their clients at social events throughout the year. They love showing appreciation, recognizing new clients, and having fun together. Throughout the year, they host a variety of opportunities for you to connect with them and learn about issues related to wealth and wellness. They are committed to delivering value that exceeds their fee, and their objective is to offer a comprehensive plan that simplifies your financial life. To accomplish this, they utilize an advanced process incorporating academically proven tools and techniques, enabling you to coordinate all aspects of your financial life.
3 Best Financial Services in Dayton, OH
Expert recommended Top 3 Financial Services in Dayton, Ohio. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 RUSSELL TOTAL WEALTH AND WELLNESS REVIEWS
Andrew was very friendly and professional. I felt so confident after our meeting because of the knowledge he shared with me. He answered all my questions and truly gave me an unbiased opinion. It was well worth my time! The facility and staff is topnotch! I highly recommend making an appointment to see how they can help you too.
Amazing clients, amazing staff, amazing management, amazing culture, amazing benefits, amazing building & an amazing office fish. Overall, A M A Z I N G.
A fantastic place to do business with! Jenn Morris was a great big help for me today and is a wonderful person.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![ANDERSON FINANCIAL STRATEGIES, LLC Dayton Financial Services ANDERSON FINANCIAL STRATEGIES, LLC Dayton Financial Services](https://threebestrated.com/images/ANDERSONFINANCIALSTRATEGIESLLC-Dayton-OH.jpeg)
Here’s The Deal: Anderson Financial Strategies, LLC is one of the leading Financial planners in Dayton, Ohio. Shon P. Anderson is the president and chief wealth strategist for the firm. As President and Chief Wealth Strategist, he delivers premium expertize to clients to serve their financial strategy needs. Shon P. Anderson started his financial career in 2003. He is a two-time graduate of Wright State University, completing a bachelor's degree in financial services and an M.B.A. degree in finance. In addition, he has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA). Whether you're looking for help managing your company's retirement plan, handling your investment portfolios with responsiveness, or seeking personalized financial planning, their experienced wealth specialists are here to assist you. They aim to bring clarity and confidence to your business, family, and long-term legacy. Their mission is to provide their clients with the highest quality financial expertize and rapidly responsive service through an honest relationship. They blend leading-edge technology and professional human advice to provide a premium experience. Using modern tools allows them to spend more time with their clients.
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$500,001 to $2,500,000 = 1.00%
$2,500,000 = 0.90%
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Sat & Sun: By Appointment
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TOP 3 ANDERSON FINANCIAL STRATEGIES, LLC REVIEWS
I've dealt with Shon for years for our 401k and personal investments. He not only makes great financial decisions but he communicates with clients on a regular basis so you not only know how your investments are doing but the market in general. His staff is knowledgeable and quick to respond and assist with any issues or questions you have also. Great team!! Highly recommend.
I have many friends in the investment business, The reason I Chosen Anderson financial .is because of Shon, and his great team, excellent customer service ,He’s very knowledgeable, A great communicator with his client, sincerely shon, and his team truly cares and makes the right decision for there client, highly recommend.
Shon and his team are great to work with. He is very knowledgeable and proficient in all areas of financial planning. Highly recommended.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Gudorf Financial Group, LLC is an independent financial planner in Dayton, OH. Danny Gudorf is the founder and CEO of the firm. The firm was founded in 2012, focusing on retirement and tax planning for people over age 50. At Gudorf Financial Group, LLC, the team understands that navigating the complex world of retirement planning can be overwhelming. As your dedicated financial planner in Dayton, Ohio, they aim to provide expert guidance, personalized strategies, and unwavering support to achieve your financial goals. With their team of certified financial professionals and a comprehensive range of services, they are committed to being your trusted partner on the path to financial success. They firmly believe that effective financial planning should be as unique as you are. Their experienced financial planners take the time to understand your circumstances, aspirations, and challenges deeply. When managing your financial future, you deserve nothing less than the expertize of certified professionals. Their team of financial planners brings a wealth of knowledge and experience. They understand that financial planning is a dynamic process that requires continuous attention and adjustment. Their commitment to you extends beyond the initial plan development.
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TOP 3 GUDORF FINANCIAL GROUP, LLC REVIEWS
Danny has been involved with our financial planning for several years. He has given us excellent investment and retirement advice. His deep knowledge base allowed him to create a plan that fit our unique and ever-changing circumstance. He is always available for questions and he does a great job of educating us about the financial world and the choices that are available. Because of Danny, we are more confident that we will be fully prepared for retirement.
I have worked with Danny Gudorf and Gudorf Financial for several years now. Danny is very knowledgeable and current on financial issues and stratgies. He has always been very professional and supportive of my needs. He takes the time to listen and fully understand my needs, concerns and wishes. He is able to educate me in a manner appropriate to my level of knowledge and understanding without any bias or predetermined agenda. He clearly and concisely outlines my options explaining any consequences or requirements. His guidance is excellent and appreciated.
I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way. Aside from being competent professionals, you get attention to detail and responsive service and they make you feel like family. I have entrusted my retirement “nest egg” to GFG and my mother’s too; I trust them fully and would never take my business anywhere else. Highly recommend GFG.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.