I had the pleasure to meet with Eric to discuss life insurance options for me and my family. Eric…read morewas extremely knowledgable and answered all my questions to make sure I understood everything. I highly recommend Eric and the services he offers. Top notch!

Eric assisted me with obtaining a plan that not only will help my family if something happens to me…read morebut also has living benefit! Smooth process and he is very attentive to your needs.

Front desk now shared with TD Ameritrade. Apparently,…read moreCharles Schwab recently purchased TD Ameritrade. This office is still my easiest way to deposit checks into various accounts. Unable to open account nor transfer funds today. Will try again once online. Definitely less convenient than in the past.

Go somewhere else if you want to grow your money. Charles Schwab will not act on your behalf even…read morethough you pay advisor fees. I lost $400,000 and no advisor was available to assist or answer why they were not acting as my fiduciary when I was paying good money for their expertise to manage my money.

I was feeling good, but still somewhat uncertain about my financial future. Am I on track? Am I…read moresaving enough? Can I buy that new car? Soren helped me get a grip on my finances and really understand the big picture and what I need to feel secure. I appreciated that he took the time to learn what's important to me. We put together a great plan--and it's already paying returns. I feel good about the future and appreciate Soren's expertise.

Helped our family with consulting for growth planning for college. Very trustworthy and personable…read more Would highly recommend.

I couldn't be more pleased with the professional and courteous response to my investment portfolio…read morequestions. I received an initial response to my e-mail query within 10 minutes from Jessica who very skillfully determined the scope of my inquiry and forwarded the question to Brian. Brian called almost immediately and was able to not only ; answer my questions, but also answered questions I had not thought to ask. Well done! A very capable team at Rezny Wealth Management.

We have been using Rezny Wealth Management for 15 plus years. We heard Brian talking on the radio…read moreand were unhappy with our current company so we set up an interview and it was one of the best decisions we've ever made. We have recommended them to our family, neighbors and friends who some have chosen to go with him and are very happy also. Their entire staff is by far the most knowledgeable, personable and professional you will ever work with.

Chuck Massie has been our accountant for two decades and he is warm and patient and very thorough…read more He handles some incorrect assessments from the iRS swiftly and thoroughly and I would recommend him to anyone looking for a smart and patient accountant. We have a few side businesses and real estate investments in addition to our main source of income and his prices were fair.

Barbara Reilly is working on my mother's estate. I have found her to be very rude and not helpful…read more She threatened to hang up on me when I tried to ask her a question. Her attitude was very discourteous and condescending. I would not recommend her. This is to update my review of the firm. Charles Massie created a fiduciary relationship with my sister and me (beneficiaries of my mother's trust) when he provided tax advice to us and represented to us what our K-1 tax liabilities would be. Now, with taxes due, he has changed his tax advice and representations regarding the K-1, resulting in a considerable tax liability to my sister and me. Furthermore, he now refuses to speak or communicate with either of us in any way. I would not recommend this firm.

We have enjoyed great financial success with the vast array of professional services from…read moreEvolution! Highly recommend! Our financial portfolio has increased exponentially since we turned all our investments over to evolution to manage! Yours will too!!

Adam and the whole team have been an absolute pleasure to work with! Great information and a great…read moreopportunity with the best in the business. Highly recommended!

Senior buyers beware before you do any investments with Brad Liebe. Do Google searches regarding…read morehis problems as a pastor in Fort Myers at First Assembly of God. Do your research thoroughly and choose a CFP (Certified Financial Planner)for financial investment.

From the owner: Financial Services For Seniorsread more