I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

Mitch will treat you like family. I cannot recommend him enough! I have been a client for a few…read moreyears and he gives great advice on what he does not sell. Secondly, he doesn't have any financial vehicles you can lose money with. You are absolutely safe.

Mitch has been one of my wife & my financial advisors for 2 years since we had a terrible…read moreexperience with a previous advisor. Mitch helped me to unwind several of my old high-fee/high-risk assets & with his help we converted them to low-risk (zero downside risk), much higher performance assets that will help me to replace income streams into the future. I've never lost $ with him, which is a first among financial planners in my experience, & I don't pay him directly or from the investments that I make. He gets commissioned straight from the company he works for, so from my perspective it's as if his service is free, but I think it's priceless!

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

Be advised and look at several other wealth managers before going with these guys. Once I retired,…read moreI moved my entire company 401K over to a Morgan Stanley managed IRA - primarily managed by Kyle Nelson and Chris Stocks. In my initial meeting with them they said all the right things, but after leaving my entire portfolio with them for over 18 months, these guys just don't measure up. Even have a fantastic year in the market in 2017 (many managers up 15%+), my IRA account was only returning 10.6% and one short term account I let them manage actually lost $6K. Although they want to blame my poor return on allocation, they did not adjust my allocation the entire year in 2017. They also advocate they are more about capital protection over return, but in Q1 of 2018 (where the market was mostly even) my account was down between 1 -2%. I decided to close my account and move it to another wealth manager (Edward Jones) and I'm hit with several account closure fees. I'd be very leery having these guys manage your retirement account - there are so many other/better options.

Truly terrible customer service and they assign account names that are too large (too many letters)…read moreto be accessed by their aged computer system.

Working with Chuck and Sheri at Pelleton Capital Management is a pleasure. My own knowledge of…read moremaking sound investments has grown over time as a result of Chuck's ability to explain the process, the risks, and rewards. Enthusiastically recommend Pelleton as financial and investment advisers.

From the owner: For years, we have suggested to clients that their life, especially the financial life, is like one…read moregiant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning