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Build Perfect Credit

5.0 (1 review)

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13 years ago

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Libertas Wealth Management Group - Kimberly Garner, Financial Adviser

Libertas Wealth Management Group

(4 reviews)

Northwest

I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

Vawter Financial

Vawter Financial

(1 review)

Northwest

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

From the owner: Vawter Financial is a Fee-Only financial planning firm that specializes in helping people who are…read moreserious about retirement. Investments are only a small piece of what we do. Our focus is on you. Give us a call for your free retirement consultation today.

James A. Brewer & Associates - Sydney (age 2), Ellie (7 m.)-May,2013

James A. Brewer & Associates

(2 reviews)

Who likes buying insurance or developing their retirement portfolio? Jim Brewer, that's who!…read more If you're seeking a reliable, honest, hardworking financial services and insurance agent, you just found him. Jim and his staff have been helping people just like you acquire the best insurance policies and retirement investment accounts for over 40 years. If Jim doesn't know the answer, nobody does. When you meet with Jim, he'll make you laugh with his personable humor while addressing your every concern with the utmost professionalism. Jim represents Lincoln Financial which is one of the largest and most stable insurance and retirement services companies in the country today, so don't worry, you're in good hands...uh, I mean, good company. :) I've enjoyed my relationship with Jim and his staff thoroughly for 10 years now and have always turned to him for my Life Insurance and Annuities products. I haven't lost a dime and my premiums are low. Give Jim a call today. Tell 'em Roy sent you!

I have entrusted my investment money to Jim for almost 18 years now. During that time he has put my…read moremoney into investments that are stable; yet offer some degree of growth with a steady percent of increase. That may not seem like much, but if you look at the last 10 years, a lot happened in the economy that has caused people to lose around 30 to 40%. Jim has given me steady percent increases during that time without any losses to my total base. If you want to put your assets into a steady growth situation, with various choices on how much risk you want to take, Jim is your man. Tell him that Rick S. sent you.

Build Perfect Credit - financialservices - Updated May 2026

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