Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He…read morehas been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!

From the owner: Byrne & Company Wealth Management, LLC is a Fee-Only firm dedicated to providing unbiased,…read moreindependent financial advice no matter your life stage. Our goal is to help you manage your wealth, plan for retirement, and preserve your hard-earned assets. We focus on understanding your financial circumstances in order to deliver tailored solutions. As an independent fee-only fiduciary, we act with undivided loyalty to the client. As your advocate, we’re committed to delivering tailored solutions with only your best interest in mind. We are compensated solely by our client, allowing us to provide competitive pricing and remove all conflicts of interest.

Normally, I don't give anything five stars, but Kaylyn made the process simple. Her communication…read moreis excellent, and her site is incredibly user-friendly. Despite the fact that we were accustomed to handling our own taxes, this was our first time including a dependant and a rental. She went through everything in great detail and assured us of our options moving forward. Honestly! Use her, please.

Kaylyn was a great partner during this year's tax filing. I had a lot of questions about some…read morenew-to-me financial situations and she provided excellent guidance. Finding a tax advisor can be intimidating but she made me feel very comfortable through the whole process!

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

Charles Schwab used to have a reputation for a customer first attitude. Apparently, that went into…read morethe trash with their acquisition of TD Ameritrade. Wanting to meet with them to deal with my existing accounts and open one with my daughter, I attempted to schedule an appointment. I used their online appointment request form a week ahead of my desired date. Although promised a 1-2 business day response, I never heard from anyone. So, the day before I wanted to meet, I attempted to call the office in Washington State where I was planning to go. My call ended up with a nice man in Tampa instead. He helped as much as he could and sent a message to the office I was trying to reach, asking them to contact me. They did not do that, and I had to cancel my plans with my daughter. I still have not heard back from them. I think they were not prepared for the huge increase in customers due to their acquisition of Ameritrade, especially after closing many offices over the past four years. Hopefully, the lawsuit to unwind this merger will succeed, but a resolution to that suit will still be years away. Meanwhile, I am shopping for a new place for my investments, because I can no longer trust Schwab to act in any competent manner.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Do NOT pay money to have someone, look for services and benefits for the elderly, that can be done…read morefor free and many agencies provide this service at no cost. Bruce is scandalous and claims to help the elderly get their benefits but at a hefty price. My mother went to Bruce and he took advantage of her. Why charge a service to people that are on a fixed income? You should be ashamed of yourself, as soon as I found out I put my foot down. I have seen things like this on TV but am outraged that it happened so close to home. This place should be put out of business, there should be a non profit helping the seniors get the benefits they need, not someone profiting off of them. Please look elsewhere when trying to help your family members out.

From the owner: Specialize in Long Term Care Insurance products (LTCI) , Life Insurance products, Annuities and…read morehelping seniors get on Medicaid Assistance.

Sent me to someone with no experience. Too busy to talk to me only talked to a secretary.read more

After coming from a terrible financial advisor in Ben Lamb from Edward Jones this was such a…read morerefreshing person to visit with and turn my investments over to for management. Whitney is knowledgeable, very transparent and will spend the time needed to ensure your confidence and understanding. Highly recommended.

When I finally reached retirement age I realized that I had NO idea what to do with my retirement…read moresavings! Kirk Wald met with me several times and now my money is safely invested. He is knowledgeable and trustworthy. I'm glad that I met him

Kirk Wald has helped me with my retirement planning for the last three years. Kirk is as generous…read moreand pleasant as he is knowledgeable about this industry. I am very grateful for his guidance.

The staff were very patient and knowledgeable in working with me to set up a joint account with my…read moredaughter. Could be more pleased with their service.

Friendly, fast and efficient - happy to have this credit union location for my banking needs!read more

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.