I am very pleased with Craiger Wealth Management. Brandon took care of my husband and myself for…read moremany years and we were very pleased. I moved to his company because I know he will always help me in making the correct choices with my account.

I was looking for one company to provide both auto and homeowners insurance, and Haley Smith was…read morerecommended to me by a church member. I found that referral incredibly valuable, as Haley was absolutely wonderful to work with. From the beginning, she was responsive, answered all of my questions and emails thoroughly, and helped walk me through my current coverage, identify areas where coverage may have been lacking, and determine what best fit my situation. We even discussed life insurance options, but I ultimately decided to forgo that coverage for now. What I appreciated most was that, unlike some companies I've worked with in the past, I never felt pressured to accept every service offered. Haley and the team were kind, understanding, and respectful of my decision to move forward with only auto and homeowners insurance. Overall, it was a very positive experience.

I recently encountered a serious issue involving our home insurance. Connie Clements, a customer…read moreservice representative in this office, was an absolute lifesaver in resolving it. She responded quickly to my message, uncovered the root of the problem, walked me through addressing it, advocated on my behalf and then followed up to make sure everything was resolved. Throughout it all Connie was tremendously adept as well as thoughtful and kind. She knew I was extremely stressed out and she reassured me as she was resolving the situation. I am so grateful and will stay with State Farm because of my interaction with her.

Today I had the pleasure of speaking with Melinda to assist me with quotes today. I was in the…read moremarket of looking for auto and homeowners insurance. Usually I dread the process of researching and buying insurance but Working with Melinda was a breeze. She easily explained coverages, deductibles, and discounts. She really manage to save me ALOT of money with out the headache of switching insurers.

Such a great group! Down to earth and so personable! If you want someone who's going to help you…read morefind what's best for you, you don't have to look further. Always a great pleasure to work with Shelby and her crew!

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

Great job as always Sharon Somerville and Team - you guys are amazing - I appreciate the time you…read morealways put in to help and make things right.

I met with Scott Dehnke of Drew Federau Insurance Agency. I was very impressed with his…read moreunderstanding of my insurance needs and his professionalism in taking the time to really listen to my needs. Don Wilson

When our State Farm rep of 15 years retired, I wondered who would take their place. Libunao State…read moreFarm was assigned to us, and they alway take care of us. They go above and beyond, and their staff are always so warm, welcoming, and genuine. I truly recommend them for all of your insurance needs!!

Worked with Gabe switching over our house and autos, he made it an easy process and saved us a…read moregreat amount! He answered all our questions quickly and professionally.

I am a user of Wealth Trace's financial planning software and have used consultation sessions with…read moreDoug to fine tune and troubleshoot my various plans. The advice I received was so far superior to that of my financial planner that I ended that relationship and now rely solely on Wealth Trace and paid advice sessions.

I have used Wealthtrace for many years and I have been very satisfied with the capability and…read moreresults. I have also met with Doug to review my Wealthtrace inputs a number of times and have been very satisfied with his expertise and guidance, he is very professional and knowledgeable.

Great little personal finance advisors. We found these people at a free event at the library and…read morethey offered a free evaluation of our finances to make suggestions for preparing for retirement. The library event was very informative and really encouraged us to look at things a slightly different way. In meeting with them here, it's a cute little Building just off of US 31. Very nicely decorated very welcoming and calm. We met in a conference room that had all kinds of family pictures on the walls, which made it feel like you were part of the family. But at least gave us a bit of a insight into The advisor's family and helped us feel comfortable in sharing personal information. He started out with chatting about families, and then we got into all of our financials, he walked us through the process and took all of our information and entered it into a proprietary program, and then gave us information on how we should be planning for the future what we needed to change what we were doing, right what we were doing wrong. All along he was willing to answer any questions we would have and he was very helpful in helping us figure out exactly what we needed. In the end, we ended up in a place that we were going to hold off before we did any more involved stuff with this company, but we know we feel very comfortable that when the time comes that it makes sense to our finances to work with them more closely, we will be right back. He didn't feel as if at this point in time the changes that needed to be made we couldn't do for ourselves. It was a great experience didn't cost any money and really made us feel good about where we are headed. I highly recommend this place to anybody at any age that's working a job and saving for the future, retirement is changing on a regular basis and having some help in some direction would be great for anyone.