Spearman Financial Services LLC - Mt Vernon, Ohio

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Spearman Financial Services LLC

Spearman Financial Services LLC is a highly regarded financial services company located at 710 S Main St B, Mt Vernon, OH 43050, United States. They can be reached via phone at 7403970731 or through their website at spearmanfinancial.com.

Specialties and Services

The company specializes in a range of financial services, including financial planning, business management consulting, financial advising, insurance brokerage, investment services, and life insurance agency services. They pride themselves on providing personalized solutions to meet each client's unique needs.

Additional Services and Information

For added convenience, Spearman Financial Services offers online appointment scheduling. Their facility boasts wheelchair-accessible parking, entrance, and restroom facilities. It is recommended to schedule an appointment in advance, as this can help ensure optimal service for each client. With a strong commitment to client satisfaction, Spearman Financial Services aims to provide an exceptional experience for all their clients.

Client Opinions and Reviews

As of the last review, Spearman Financial Services has garnered a total of 15 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients have praised the knowledgeable and professional staff, specifically mentioning financial advisors Kenton Mickley and Olivia Spearman. Many customers highlight their exceptional commitment to client satisfaction and personalized approach, reflecting the company's dedication to providing top-notch service.Overall, Spearman Financial Services LLC is a highly recommended financial services provider offering a wide range of specialized services in a client-centric environment.

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👍 Reviews of Spearman Financial Services LLC

Ken K.

5/5

I'd highly recommend working with Kenton Mickley. He is very knowledgeable and professional. He'll take the time to understand your individual situation and then develop a plan that fits your needs. His commitment to client satisfaction is exceptional.

Hannah M.

5/5

10/10 experience with Spearman Financial! Olivia Spearman has been my advisor for a few years now and she has been nothing but the best. She cares about her clients and works hard. She really loves what she is doing! Highly recommend reaching out to Olivia for whatever financial needs you may have!

Allison O.

5/5

I have worked with Olivia Groves on my investment portfolios for many years now, and she is one of the most hardworking individuals I know. She adds a level of professionalism, empathy, and trust to her work that is hard to find. She is truly knowledgeable of her chosen field. I would recommend her to any individual at any stage in life with their financial planning needs.

Cassidy H.

5/5

Great business and very thorough work. I am so thankful for the help that Kenton Mickley has provided for me to be better prepared to reach my financial goals. Kenton has answered phone calls, emails, and was flexible with changing in-person meetings due to my schedule. He is extremely knowledgable and will help you make the best decisions to work toward your short and long term financial goals. If you are interested in any financial planning, you need to reach out to Kenton at Spearman Financial!

Abbey H.

5/5

I have used Olivia Groves as my financial advisor for the past few years now and would highly recommend her to anyone. Her professionalism and communication are some of her highest qualities. She priorities my concerns and always does what is best for her clients! Thank you, Olivia!

Skyler D.

5/5

Absolutely love working with Spearman Financial Services. Kenton Mickley is extremely knowledgeable, friendly, and great to work with. He explains things thoroughly and will help set goals and create a plan for your finances. Would highly recommend Spearman Financial services to anyone looking for financial guidance!

Seth R.

5/5

I’ve been with them for 2 years now, Kenton is probably the most flexible person I’ve met when dealing with meetings, financial services, to just sending a short email about you accounts. He’s gone above and beyond what most people you work with do:
1.He’s come to my house with all the paperwork needed to set up accounts
2. He’s FaceTimed me/held a zoom meeting,
3. Just a normal phone call on a quarterly basis to see if I have any questions or changes to make.
I’ll never go back to another group because of how they handle business, very formal people but they also realize the age group of people getting into investing like flexibility, and they do it better then anyone I’ve worked with.

Candie W.

5/5

Kenton Mickley has done a wonderful job representing this company. He has guided us on the best approach for our long range goals.