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“I cannot say enough good things about working with Derek and his office. He always answers my questions in a way I can understand and gets back to me quickly. I have been working with him for over 5 years and he's helped me transfer a previous 401k to a SEP IRA as well as other various financial planning for my home and family.”
“Mark has been my mother's financial advisor for many years. Based on how well he has done for her, especially during some difficult and uncertain times, I decided to make an appointment myself. Mark invested (see what I did there? :)) a great deal of time & investment expertise in learning about my financial background and what measures I need to take to teach both short and long-term goals. This was accomplished by discussing my risk comfort level, market indexes, time-line of said goals, etc. Mark's office has recently located to next door to The Porch Growler on N. High St. in Worthington. The space is lovely and there is ample parking in the rear.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Jim and his staff are great to work with. They really have a passion for what they do, which is paramount in an accountant and finance manager. He has done a great job managing the finances and taxes for my s corp. very happy with all of them so far. Highly recommend especially for small and medium size businesses!”