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BEST RATED DAYTON, OH FINANCIAL SERVICES

3 Best Financial Services in Dayton, OH

Expert-recommended Top 3 Financial Services in Dayton, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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RUSSELL TOTAL WEALTH AND WELLNESS REVIEWS

My wife and I just finished up a routine Fiscal House review with Andi today. It is always a pleasure to meet with her and all the people at Russell Total Wealth and Wellness. From the moment we walked in, Jenn greeted us like old friends and made us feel so welcomed. She helped get us settled and prepared for our meeting with Andi. Andi, as always was so upbeat and personable. She took her time getting caught up on what has been going on in our lives. Meetings with her and all the staff of Russell are not, get you in, dump information on you, and then push you out the door. They take their time to really check in on YOU, BEFORE business starts. Our Fiscal review went well, everything was explained fully. Financial talk can get very complicated but Andi has a way to break it down and make it easily digestible. Their careful watch over our assets has been tremendous even in these times of market instability. The Russell Total Wealth folks always seem to find a way to preserve the nest egg. We feel very fortunate to have them working with us. Thanks Folks!!

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.

We have been with Russell Total Wealth for many years and absolutely love everything about them. We are always happy with the results of the money they have invested for us and we have come to love everyone there. They are always so kind and interested in us. When our appointment time is over, we always hate to leave because they make us feel so valued.

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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.

My mother started with Anderson financial more than a dozen years ago, and I have followed in her footsteps. Shon Is extremely capable and well-versed in a variety of financial strategies and is able to explain them and guide anyone through the process with a sense of certainty and understanding.

The team at Anderson has been nothing but thorough, helpful, and informative as we moved our 401(k) plan to their firm. We have appreciated Tim, Matt, Shon, and Collin especially!

ARTIFEX FINANCIAL GROUP REVIEWS

What a positive experience and I highly recommend this company.

All of my experiences with the people here have been great!

Solid financial advice is as important as a highly rated hotel or fine food establishment. We have received superior performance for more than 6 years. Advice is timely, well researched, and has proven over time to improve our financial portfolio. Personalized service and client communication are first class. If you are looking for a financial advisor, consider Artifex.

TBR® Inspection Score Report

RUSSELL TOTAL WEALTH AND WELLNESS Total Inspection Points: 117/120
Acknowledgments: 9
Business Images: 9
Experience: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ANDERSON FINANCIAL STRATEGIES, LLC Total Inspection Points: 116/120
Experience: 8
Acknowledgments: 9
Business Hours: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

ARTIFEX FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 9
Business Images: 9
Current Evaluation: 9
Experience: 9
Reviews Accuracy of : 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10