Testimonials from our financial advisory customers

“I would recommend the WealthWatch programs to all. The diverse topics selected cut across many areas of life. The facilities and hospitable staff create a relaxed atmosphere for the clients. The presentations are professional, organized, and presented by instructors, expert in that field. I find the programs to be informative and no matter what the topic, I always come away learning something new.”

-Robert M.

“The meetings at the police station were very helpful. It makes the officers think more about their finances and how it applies to their futures. They quickly learn that each situation is different for each officer and solutions must be tailored to their individual needs. That is where a good financial planner is important whether they are getting ready to retire or just starting a career!”

-Don W., Police Chief

“The Lineweaver WealthWatch Center gives you a complete package of up-to-date, knowledgeable planning for everyone’s objectives. My wife, myself and family members all feel very comfortable having the Lineweaver Group in our corner!”

-Claude P.

“The day I attended the Lineweaver Financial Group Seminar was a great turning point in my life. Mark was very helpful and explained things in a way easy to understand. I now have a feeling of comfort I never experienced. I highly recommend Lineweaver Financial Group.”

-Ann K.

“My wife and I have gone to two of your educational seminars. The “Best of Times and Worst of Times” and “Taxes”. We usually learn something new when attending these seminars. The first seminar dealt with the volatile market and how not to panic with all the ups and downs. It was more of a calm down and ride it out class, which is a hard thing to do during these stressful times, but we have stayed the course. I especially enjoyed the seminar on taxes.”

-Fran & Wayne S.

“I first became acquainted with several of the financial consultants of the Lineweaver Financial Group when they presented a very interesting seminar, “Five Significant Values of a Comfortable Life,” for the members of the Emerald Group Credit Union. Since that first introduction several years ago, I have been very impressed with both their financial consultants and the excellent support staff. Everyone with whom I’ve had contact has been extremely compassionate, caring, helpful, and most importantly, very knowledgeable! They have successfully managed my assets through several extremely difficult periods of my life.”

-Peggy B.

“Before retiring, I was looking for someone I felt was knowledgeable, trustworthy and would look out for my best interest. As police officers we tend not to trust anyone. But after one meeting with Jim Lineweaver and his team, I knew I had found the right people to handle my retirement funds. The staff is knowledgeable and attentive to my needs. Thank you.”

-Mitch G., Retired Police Chief

“We received a complete review of our financial picture which helped us understand where we were at the time and how best to create a portfolio to meet our retirement needs. And from a woman’s standpoint, it’s important to me to feel secure in our financial future. Our financial future is in good hands.”

-Kathleen B.

“When my husband Ron passed away, Mark helped me with all of the financial decisions I needed to make to ensure everything was taken care of and my future would be secure. Mark was very kind and patient and answered all of my questions and guided me through a difficult time.”

-Londa L.