Great personal advisor. Puts client interests above all. Not a franchise. Trust them with my…read moreretirement assets. Recommend their new young investor program to my family. Any need to say more?

From the owner: At Wyson Financial, we create a unique and personalized portfolio for each client. We then stay…read morefocused on your investments, allowing you the time to focus on what matters most to you.

I visited Eric's office shortly before taking a trip to Europe. While on the trip I lost about…read more$350,000. My previous financial advisor had told me the top people were putting their clients in cash because of the uncertainty. He did not do that for me. I waited too long to switch my accounts to Eric.. Eighty percent of Eric's investors lost nothing. The losses for the other twenty percent were far less than mine. Eric and his staff are very friendly, very helpful, and most importantly, highly competent. He is a fiduciary. If you do not know the meaning of the word, you should.

From the owner: Eric Scott Financial advisors are fiduciaries and dedicated to doing what's right for their…read moreclients. All our advisors are required to meet certain educational and business qualifications to help ensure they assess your financial situation, recommend solutions, and transact business according to your needs.

Sam Bates, of Edward Jones, was my financial advisor for several years. I would recommend him to…read moreanybody. Five stars for Sam Bates!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Todd will be my tax preparer this year. He did my taxes last year and the results were satisfactory.read more

From the owner: For over 20 years, Todd E. Holt, CPA has been providing quality, personalized financial guidance to…read morelocal individuals and businesses. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.