Safe Harbor Retirement Group - Dublin

"Cory provides consistent, personalized service and he is an amazingly good problem solver!"

"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!"

"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."

"Safe Harbor has always presented themselves in a professional and caring manner. No question is too small or insignificant. I never feel rushed at any of our meetings. Advice they have given me on Social Security and funds have been helpful and profitable for me and my family."

"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."