Financial Planners near Dublin

“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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“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.“

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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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“Sir Alan Mooney desires to be the richest man in the world...while maintaining the highest level of integrity, honesty, thrustworthiness, and loyalty. I had to include his proper, knighted title because to me, it is one of the most honorable achievements a person could have. He was knighted by the Pope! Unbelievable! Back to business- Mooney Registered Investment Advisory (or Alan) oversee approximately 150 stockbrokers which credits his company as one of the largest represented on Wall St. He must know what he's doing, don't you think? Mr. Mooney considers himself first as a Christian, followed jointly by a Capitalist and Objectionist. He has an abundance of knowledge in politics, history, religion, world events, governmental versus , and on and on. He's a bit of a talker. Schedule the time, it's worth it. Some of his advice on surviving the current market is to get out of debt. Pay off as much as you can. If you get ahead while things are down, you will come out on top. The other significant, and repeated theme of his conversations is thrustworthiness. A man I work with has a saying written on the windshield of his car. It says: "Do right, fear nothing." Those are the words that Mr. Mooney seems to live by. A person like this is a person I would trust with my financial investments. Too bad I'm no where near the million dollar level that he's accustomed to managing.“

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“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.“

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“Great bank. Bank manager, Bob Buchanan is a great resource for any questions. Friendly and efficient bank employees.“

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“I love this branch this branch is always treated me well and also I have left my ATM card in a non-fifth third ATM and the bank refused to give it back that's standard across the whole industry. Security for the customer and the bank“

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