What Our Clients Have to Say:
"We met Steve and Julie by pure luck a few years ago when looking for a financial planner. We met in person and hit it off both personally and professionally. We've been extremely pleased with their responsiveness to any and all questions, their availability and just them as people! They are very easy to work. It is for these reasons and the growth we've seen since working with them that we decided to make the transition to RFP. It really wasn't even a question if we should or not. Steve and Julie work hard and work hard for us. They have our financial present and future in mind and it shows."
-Dyana R.
Data Center Controls Engineer
"This statement is a testimonial by a client of the financial professional as of 07/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial."
"I met Michael over eleven years ago at a professional fair. In speaking with him, one could see that he was very knowledgeable about the financial and investment environment and passionate about his profession. He genuinely cares about his clients and wants to do his very best giving advice and direction regarding financial planning. He has been my advisor for several years and I find he's always proactive with information and investment opportunities. He is quick to respond to my inquiries, does research when needed, and always takes time to ensure I understand my financial position. I would recommend Michael to anyone who is looking for outstanding initiative, sound advice and extensive knowledge of the financial environment."
-Kim D
Powell, OH (Realtor)
"This statement is a testimonial by a client of the financial professional as of 07/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial."