I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we…read moreknow it will) our investments will weather the storm. The wizards at EdgeRock are quick to make adjustments to minimize losses, while others are running around with their hair on fire. EdgeRock has done this for us several times. Also no matter the size of your account, EdgeRock will put in the effort to fully analyze your situation and give you all the options making sure you fully understand your situation.

Ryan M. - while I appreciate EdgeRock undoing what mistakes were done on my accounts. It's still…read moremy understanding that Mr. O'dell is not a CTFA. I'm currently with a fudiciary advisors group, and it's a comfort to know he has my best interest first and foremost in selecting investments for me.

Excellent, professional financial advice with Alpha 1 Tax & Wealth. I had an initial consult…read moremeeting with Brandon Wilson. He took the time to review my retirement funds and investments to determine the best action plan. There was no pressure to sign up with Alpha 1. Still, I was impressed with their knowledge, attention to detail, and personalization to meet each investor's needs, so I will now work with Brandon and Alpha 1 to manage my investments. Office staff is friendly and courteous, and got future appointments scheduled quickly. Highly recommend.

Josh Park is an amazing advisor representing an excellent company. He is quite responsive to client…read moregoals and strives to address any concerns. Alpha One's research department provided an awesome strategy, which produced solid returns within the first eight months. Together, we are working on a long-term plan for future growth, which is customized to my situation. I highly recommend this company.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

I have had a significant portion of my retirement in ISG for the past 5 years and have been very…read moreimpressed with how they manage my portfolio. I feel very confident they are on the right track given the uncertainties that challenge the markets these days. I believe I have my money in the right hands.

Working With Barbara Krause and the team at ISG has helped me relax and enjoy life more. Barbara…read morehas taken time to get to know me well. She uses her understanding of my background and concerns to tailor her advice and choices to my best interest. I had a complex planning issue today and the ISG team did research in advance and came to our conversation with analysis already prepared to share! They consistently exceed my hopes and expectations.

George Maniatis is an incredible mind with investing, I cannot say enough great things about him…read moreand Prime Capital. They perform extreme due diligence with your accounts and keep a very close eye on your investments. They are always available and on top of market shifts- I would never use anyone else.

From the owner: We offer a full range of financial advisement services that include active money management,…read morefull-service investment advice, risk management and tax and income strategies.

This is a great company to work with! Very professional and knowledgeable. I trust them with all…read moremy financial questions!

Very personal experience. I had a free consultation to review my retirement finances. I was greeted…read moreright away and seated in a room with a screen that also greeted me. I was offered something to drink and a freshly baked cookie. Roger Reynolds and an associate met with me. They looked over my paperwork and answered all my questions. Very professional.

Tonight I faced a Condescending representative of Reynolds Financial Group at the desk who speaks…read moreto seniors with total disregard of respect and assuming they do not know how to use their iPhone 17 Pro Max? I was invited to this event at Ruth Chris 28 July 2026. I confirmed before the event and again on both 26 and 27th July 2026 prior to the night. Upon arrival I am informed I am not welcome because I attended once before unknown to me. Is this is a matter of negligence lack of quality control? Firstly why did I receive an invitation in the first place? Negligence, whereas the company doesn't bother to check their records & Quality control, clearly there is none in place at this company? Then I not only told I am 'upset' which is truly patronizing considering this is Their mistake NOT mine as their representative states he emailed on the 15th July-No email, surprise I know how to check my iPhone! When I face him with this he states he left a message; surprise NO message on my iPhone. I'm a retired Army Lieutenant Colonel, I do not get 'Upset' & certainly do not appreciate this coming from an unprofessional upstart; let alone their false shallow excuses. Again I confirmed the two nights prior And absolutely no effort or attempt was made to contact me or the person attending with me. Yes they had both phone numbers. With such disregard for a retired veteran or seniors in general I ask how much respect and compassion would they truly have for anyone's future?

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.