Financial Planners near Powell

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“Toby has been very dedicated to assisting us in our retirement planning. Highly recommend.“

“I've been a client for the past 5 years and have nothing but good things to say about this firm. Kurt Brown and his team provide the best customer service - regular contact, timely response, clear explanations - all at a very reasonable charge as compared to fee-based competition. I heartily endorse them for anyone looking for professional money management.“

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“I became a client of Grové Financial Group, which later became Grové Parks Hegarty Wealth Advisors and now is known as Muirfield Wealth Partners, during July 2012.My parents had worked with Willie Grové for many years; when it became clear that I should start to work with a financial advisor, I decided to initiate a relationship with that same company.I work primarily with Derek Hegarty and Suzy Biehl though I occasionally interact with other staff members when Suzy and Derek are away.Suzy makes sure that my day-to-day financial needs are processed; Derek has helped me to make several important "financial planning" decisions, over the years, that I definitely would not have been able to make on my own.The staff in the Muirfield Wealth Partners office is always friendly and helpful. They are able to answer my questions and respond to my occasional needs.And it is always wonderful to be offered a can of Sprite in the reception area whenever I arrive for an appointment.“

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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.“

“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.“

“Kelly is a great person to talk to about financial planning and investment advice. He’s been very helpful and easy to work with.“

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“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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