Safe Harbor Wealth Advisors - Dublin - Dublin, Ohio

Safe Harbor Wealth Advisors - Dublin: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance and secure retirement planning, Safe Harbor Wealth Advisors – Dublin presents a compelling option. Located at 6099 Frantz Rd, Dublin, OH 43017, this established firm offers a suite of services designed to meet diverse financial needs. With a dedicated team and a client-centric approach, Safe Harbor Wealth Advisors – Dublin is poised to assist clients in achieving their long-term financial goals. The firm’s commitment to personalized service and expert advice has garnered a strong reputation within the local community.

About Safe Harbor Wealth Advisors – Dublin

Safe Harbor Wealth Advisors – Dublin operates as a multifaceted financial services provider. Their core competencies include acting as a Financial Planner, a Investment Company, a Investment Service, and a Life Insurance Agency. This broad scope of expertise allows them to provide integrated solutions, encompassing retirement planning, investment management, insurance strategies, and overall financial well-being. They prioritize understanding each client’s unique circumstances, risk tolerance, and objectives to tailor strategies accordingly.

Services Offered

The firm’s service offerings are extensive and designed to cater to a wide range of client profiles. Key services provided include:

• Retirement Planning: Safe Harbor Wealth Advisors – Dublin specializes in developing customized retirement plans designed to ensure financial security and a fulfilling retirement lifestyle. This includes projecting future income needs, optimizing investment strategies, and exploring various retirement account options.
• Investment Management: They offer professional investment management services, constructing and managing portfolios aligned with clients’ risk profiles and financial goals. This involves thorough research, diversification, and ongoing performance monitoring.
• Life Insurance Planning: Recognizing the importance of life insurance, the firm assists clients in selecting appropriate policies to protect their families and ensure financial stability in the event of unforeseen circumstances.
• Financial Planning: Comprehensive financial planning services address a broad spectrum of financial matters, including budgeting, debt management, estate planning, and tax optimization.

Location and Accessibility

The address of Safe Harbor Wealth Advisors – Dublin is 6099 Frantz Rd, Dublin, OH 43017. This strategic location provides convenient access for clients within the Dublin area and surrounding communities. The firm is committed to accessibility and offers a variety of features to accommodate clients’ needs:

• Phone: 47600670
• Website: safeharboroh.com

Furthermore, the facility is designed with inclusivity in mind, boasting Wheelchair accessible entrance, a Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Clients requiring appointments are encouraged to schedule them in advance, and while appointments are recommended, walk-ins are often accommodated. A Free parking lot is available for client convenience.

Client Feedback and Reputation

Based on publicly available reviews, Safe Harbor Wealth Advisors – Dublin consistently receives positive feedback regarding its professionalism, expertise, and client service. The firm’s Average opinion: 4.9/5 reflects a high level of client satisfaction. Clients frequently commend the team's knowledgeable staff, particularly Cory Sickles, who is praised for his ability to answer questions and provide insightful guidance. Many clients highlight the firm’s dedication to building long-term relationships and helping them achieve their financial aspirations. The firm’s commitment to personalized attention and proactive communication appears to be a significant factor in its positive reputation. The 58 reviews on Google My Business provide further evidence of the firm's commitment to client satisfaction and its standing within the community.

Key Features & Benefits

Safe Harbor Wealth Advisors – Dublin distinguishes itself through several key features:

• Online Appointments: Clients can schedule and manage appointments conveniently online, streamlining the process and enhancing accessibility.
• Onsite Services: The firm provides comprehensive services in a comfortable and professional environment.
• Dedicated Support: A team of experienced financial professionals is dedicated to providing personalized support and guidance.
• Comprehensive Planning: A holistic approach to financial planning addresses all aspects of a client’s financial life.

In conclusion, Safe Harbor Wealth Advisors – Dublin presents a solid choice for individuals and families seeking a trustworthy and experienced financial partner. Its commitment to client service, combined with its comprehensive range of services and accessible location, positions it as a valuable resource for achieving financial security and a fulfilling future. The firm's focus on building long-term relationships and providing tailored advice underscores its dedication to client success.

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👍 Reviews of Safe Harbor Wealth Advisors - Dublin

Susan H.

5/5

Joining Safe Harbor Retirement Group is one of the best decisions we have made in our marriage in preparing for retirement and now, in retirement. Cory Sickles is knowledgeable, answering our questions and offering guidance so we may continue doing what we enjoy, even in retirement. Thank you, Cory and Safe Harbor!

Rick L.

5/5

After an unexpected separation from a job/career of 15 years, I searched several retirement investment companies to assist in rolling over my 401k accounts easily and to fit the current needs and situation I was facing after suddenly being out of work. I researched and spoke with several of the other major agencies and finally I set up a meeting with Safe Harbor as I had seen several of their local commercials on television. Upon arrival, and to my surprise, I was met in the lobby by the President of this company, Cory Sickles and the Vice President, Nick Groves who both were very friendly/accommodating and after a lengthy conversation presented an honest approach and plan of action to minimize financial issues of the transition I was facing. Cory worked directly with me and my former company's plan administrator as well as the employer retirement service provider to assist in the roll over process which would have been difficult to navigate alone. Their fees are discussed upfront and I feel are fair. There have been no hidden costs as of this time. Communication is key in a time sensitive situation like this and they understood and executed very well in my behalf.

Irene S.

5/5

We have been with Safe Harbor Retirement Group for seven years. They are a full-service company and they have been able to address any concerns related to our need as retirees. Initially they put together a plan for our hoped-for retirement date as well as an alternate which would give us the most bang for our retirement bucks--including when to trigger our Social Security plans. We then met to review and discuss, and Safe Harbor provided us with personalized comprehensive spiral-bound financial plans for retirement. This was provided at no charge, and there was no obligation to join or restrictions on leaving at any time after we joined. Safe Harbor's fees were in line with industry standards, so we agreed to move forward with them and had set up a date to retire.

A few months later, stressful circumstances led us to call Cory Sickles one particularly frustrating Monday--eight months before our target date to express our urgent need to retire ASAP. We met on Wednesday at his office and asked how soon could retire and what would it take, and Cory smiled and said, "You can retire right now! It will take about two to three weeks to get your accounts payable, but I will write a check to cover you until then." Our stress was immediately ameliorated, so we proceeded to give a month's notice to our employers and retired together. Since then, we have depended on Cory and his company associates to advise us with their various expertise in any matter that has come up, as well as having them provide excellent financial advice. We have enjoyed the security provided of knowing we have experts with our best interests at heart looking out for us. It has been worth every penny spent and everyone at Safe Harbor Retirement Group has been a pleasure to work with.

Patty G.

5/5

My husband and I went to a retirement seminar of Safe Harbor's years ago. We felt very comfortable with their recommendations and explanations and have been with them for over 6 years now. They respond quickly when we have questions. Cory is always willing to talk to us when we need an explanation and advice. Their team of employees are very professional. Would highly recommend Safe Harbor and we have to many of our friends.

Debbie K.

5/5

Cory at Safe Harbor has helped us not only in our retirement choices and savings, but also directed us for help in Medicare, supplemental insurance and wills. We are very happy with Safe Harbor and especially with Cory. No pressure, easy to talk to and very professional.

Frank S.

5/5

Cory and all those at Safe Harbor have been a pleasure to work with. They give us the facts, their recommendations and let us decide. They also reach out to us whenever they think any kind of a move will be helpful. We began with them a few years before I retired and we have stayed with them since. I highly recommend Safe Harbor Retirement Group

Brooke G.

5/5

Safe Harbor is an excellent company to work with when planning for retirement. Cory Sickles is very attentive and worked very closely with me to understand my financial needs. I am confident in Cory's suggestions and decisions when investing.

Tina T.

5/5

Cory has been very helpful to us in making decisions about our retirement and investments. We have never had a problem getting hold of him and he makes every effort to meet with us at our convience. We highly recommend him and Safe Harbor for all you financial and retirement needs ! Thank You Cory