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Closed today
132 W Schrock Rd, WestervilleClosed today
1250 Chambers Rd Suite 170, Columbus“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.“
“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.“
Closed today
106 E Main St, New Albany“In the fast-changing laws and regulations on Estate Planning have you ever felt as if you needed someone that would “have your back?” Jim Zipher of Preferred Planning Associates was there for me and my family. He was able to do what others could not. He worked diligently to save my mother’s estate and he continues to be a dependable and trusted advisor to me and my entire family. I would recommend (and have recommended him) to others. Personable, caring, and he delivers. 5 stars in my book!“
Closed today
444 Havens Corners Rd, Gahanna“Good people who helped me with my dad's account during a difficult time following his death.“
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