The Feldmeyer Financial Group is a private wealth advisory practice of Ameriprise Financial Services, LLC. With a focus on personalized financial advice, they offer a wide range of product solutions such as investments, insurance, annuities, and banking to help clients achieve their financial goals. The team is dedicated to comprehending each client's objectives and providing tailored financial advice based on their specific needs. By designing a plan and offering recommendations, they strive to help clients attain their unique goals while also aligning their risk tolerance and asset allocation with their financial objectives. Their approach involves designing a customized plan and offering tailored recommendations to assist you in accomplishing your specific objectives. For those interested, a consultation can be requested by contacting the Feldmeyer Financial Group.
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.
FELDMEYER FINANCIAL GROUP - AMERIPRISE FINANCIAL SERVICES, LLC REVIEWS
This group came highly recommended by our prior investment advisor upon her retirement. It was solid advice. The Feldmeyer Group worked at length to design a financial strategy that met all our current needs and future objectives. They have given us every reason to be confident in their services. They are always quickly responsive to our questions and requests, and have spent time to educate us on planning and protecting our financial affairs. We are also impressed with the work the firm does to educate women about the financial consequences of divorce. It is a pleasure to work with this group of financial experts.
My husband and I were looking for a financial advisor who could help us feel more confident in our financial making decisions. We are both young professionals who are trying plan for the future. Derek Miller has done an amazing job connecting with us, laying out a plan, and giving us control over our future finances. I highly recommend Derek if you are looking for a professional and caring financial advisor.
Feldmeyer Financial Group has provided us with excellent financial support. My husband and I are highly satisfied with the knowledge, professionalism, and time commitment their staff puts into our finances, especially Derek Miller. He has gone above and beyond with his work to get us where we want to be. Thank you so much for your financial guidance.
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.
Artifex Financial Group is a fee-only wealth management firm that concentrates on meeting the financial planning, tax, and investment needs of individuals and families residing in central and southwest Ohio. As independent and objective advisors, they prioritize open access, adhering to the highest professional standards, and providing excellent value for your money. 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 that incorporates academically-proven tools and techniques, enabling you to coordinate all aspects of your economic life. Artifex Financial Group can assist you in making sound financial decisions that optimize your current financial status while also building a more secure and enjoyable future. They aim to provide an objective, comprehensive plan streamlining your financial life. Contact them for a free consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
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!
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.
Anderson Financial Strategies, LLC blends leading-edge technology and professional human advice to provide a premium experience. The team of trusted fiduciary, fee-only advisors delivers unparalleled service to clients, providing relationship-based, high-quality financial expertise with rapid responsiveness. Their objective is to build honest relationships with clients, offering them top-notch financial knowledge and promptly addressing their needs. By taking an innovative approach and delivering cutting-edge financial strategies, AFS provides clients with an advanced economic system. They are proud to be early adopters of industry best practices. Their team of qualified wealth specialists can assist you in creating clarity and confidence for your business, family, and, ultimately, your legacy, whether you require retirement plan management for your company, responsive portfolio management, or high-touch financial planning. Contact them to schedule a meeting.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
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
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.