Financial Planners near Upper Arlington

“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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“I met with Greg Taylor today. First I want to say that he is the same friendly, knowledgeable guy in person as he is on the radio. He answered all of my questions and was forthcoming that I don't need his help yet as I am currently doing all the right things for my stage in life, and the one thing I need to focus on before tax rates change. He was able to dispel my one fear, which is whether my life insurance was sufficient coupled with my other assets, so that my wife would never run out of money if I was no longer around. I also learned that with his approach I only need about a third of the money I thought that I needed in order to retire if I chose to do so today. Since I still plan to work several decades, I should be in excellent shape. As they say, "You don't know, what you don't know." After answering all of my questions he wasn't in a rush to get rid of me, and we discussed other issues in life. After just one meeting, I feel totally confident trusting him.“

“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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“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.“

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

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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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