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.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our 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.

I recently worked with Heidi at Centric Financial Solutions to help set up a new Payroll HRIS…read moresystem for the company I am an accountant for, and the whole experience was incredible. She was super professional, easy to talk to, and really took the time to understand what the business needed. It honestly felt like she cared just as much about getting it right as I did. She kept everything clear and stress-free, which made a big difference during a pretty big transition. I would recommend Centric to any business/ accountant who needs solid financial support and wants to work with someone who actually listens.

From the owner: Empowering small businesses with financial clarity, accuracy, and strategy. Let's make your numbers…read morework for you.

Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

Great financial advice from an experienced accountant with a personality! Excellent service, worth…read moreevery penny. Thank you!

Mr. Keeley had bought our accountants business. At the time he did not live in the state and told…read moreus how he would be moving his business here. We wanted him to tidy up our books, help change our filing status for our business and help with a transfer to QBO. But we were fed lines of crap on why he couldn't help. We switched firms for the 2025 tax season. When they were reviewing and prepping our books for taxes they found several things that should have been corrected a while ago and wondered why we were filing as an LLC and hadn't got a S Corp status. Well we were told we could only apply for S Corp status during a certain time, and we had missed it. Well come to find out that's not true. He could have saved our business a lot of money but he chose not to. Mr. Keeley has "offices"(he's not there and not staffed) in many states. He doesn't go the extra mile for his customers, he barely makes the block. He doesn't want to do your taxes if he doesn't do your books, but I didn't feel comfortable with that considering he never seemed to want to help or answer the phone. He's big on AI help, so that's who answers his phone. If I had a question I was given a very vague response as this was his way of persuading me to let him do the bookkeeping, basically saying I couldn't do it without him. My opinion you could get the same service using turbo tax and would be a hell of a lot cheaper. I would find someone who is more hands on and honest.

I was introduced to GWS&A via my employer through a series offered by GWS&A called Retirewise. Brad…read moreScoular led the series over the course of 4 weeks. Each week a different topic was covered, all centered around retiring wise. During these 4 weeks I was blown away by all that I learned, and, I was even more impressed by Brad. You can tell he is extremely passionate about sharing his knowledge of finances. After the series ended, each participant was offered a 1 hour free consultation with Brad. I was so impressed by Brad that I signed up for the consultation immediately. Since the initial consultation with Brad I have also met Adam. Talk about the dream team. These guys know their stuff and it is obvious that they love what they do, and they love helping people gain knowledge about the confusing world financial planning. Their team is equally as proficient. The tools they have to make accessing your accounts as well as accessing them are really useful. The best part is that when I moved to Hawaii from California, they are still able to manage my account and work with me and the time difference between us. Top notch in my book!

I have worked with Adam for years. He provides an exceptional level of service, listens to my…read moreneeds, is patient, has great attention to details and offers in-depth financial counseling. Because of this, I have referred him to my family members, friends and would refer him to anyone with confidence. This is a firm that has your best interest at heart and you will not regret investing with them.

Great understanding of our financial situation and the consequences of waiting to do RMD's. Five…read moreway approach to support your financial decisions. Roger and Jordan are great to work with and will help us down this retirement journey.

The Inner Compass Process is a fantastic resource with a step-by-step approach to learning what…read morechanges can help you feel more fulfilled and satisfied with work. Hunter coached me through this process. I can't say enough good things about her. She is professional, kind, and a fantastic listener. She really listens to everything I'm saying and is able to understand and get at the core of what it is I am saying, sometimes before I even know what it really is I'm trying to communicate. Since she was able to understand me so well, she was able to provide me with good takeaways. She also asks great questions that help reveal more insights. I started going through this process with hardly a guess on what I may want to do next. The Inner Compass Process helped me get very clear on what my values are and what talents I want to be utilizing in my next job. Hunter and I talked together about some jobs that involve these values and talents and now I know which job I want to pursue. I even said I'd prefer to not go back to school and we found a job role with no extra education required. Thank you Hunter!

I started working with Hunter about 6 months ago and it was the best decision I've ever made!! I've…read morebeen working in the same industry for over 20 years and knew I needed out, but honestly has NO CLUE what I wanted to do with my life. I remember during my initial free phone consult, just feeling so completely defeated with no direction... and after only 20 minutes of talking with Hunter, I felt hope for the first time in years. She has such a calmness and kind heart that made me feel at ease opening up to her, yet an indescribable passion and fire that made me believe that at the end of this, I was going to be able to achieve greatness! Even when I didn't believe in myself, I truly felt that she did, and that kept me going. The way this program works is really magical. Danielle did a great job of putting this together, because I honestly do not think I would have finished with the same outcome, using another method. It takes you back to your childhood and forces you to dig deep into distant memories, both happy and sad, and really has you dissect the reasons behind the feelings of these memories and why they had the impact they did. It continues to move on throughout your life, thinking of situations and stories that left both good and bad tastes in your mouth, and then goes back and compares these to the childhood memories. It's amazing the patterns and similarities that I discovered along the way. As fascinating as this all was, at the halfway point of the program, I still had absolutely no idea where this was leading and if I'd ever be able to find something that was right for me. I started to worry that I was not going to be a success story, like all those I read about in the Yelp and Google reviews, and I may have just wasted my money. I expressed these concerns to Hunter and she reassured me that this was NOT going to be the case. She said that she believed in me and my journey and that she knew we would find the perfect career path that was meant for me, so I had no other choice but to trust her. I always left my zoom meetings with Hunter, feeling so hopeful and truly inspired! I remember telling her on one of our first sessions, that I always felt so good after talking with her, that I wanted to do what she did! I told her that I wanted to be someone's Hunter; the reason someone smiled again, found their confidence and felt hopeful for a better future, after coming from a place of negativity and defeat. Even though I said this early on, it didn't hit me until much later in the game, that I my true passion was in coaching. I have decided to leave my long time career aviation and go into wellness coaching, focusing on fitness, nutrition and mindfulness. Never in a million years, would I have come into this program thinking I'd have a skills or bravery to leave the corporate world and start my own coaching business, but that is exactly what I am in the process of doing! I owe Hunter more thanks and appreciation than I will ever be able to express, for this truly insane and much needed career transformation!