Ms Ochs is focused, articulate and has a head for business. Her common sense and logic in…read moremanagement of my financial assets is very much appreciated! Edward Jones is a great company and as best I can tell from the top down this firm is dedicated to doing a great job for their clients.

I began investing in 2020 and spoke with several advisors before choosing Melanie Ochs. I was…read moreunfamiliar with the investment process and Melanie was very patient and professional in explaining the benefits of investment planning and the importance of remaining involved throughout the entire process. She asked several great questions about my goals, in regard to what I want to achieve, what's important to me and what I want my future to look like. She is very accessible when I need to get in contact with her and does an outstanding job of providing ongoing communication and feedback. Over the past year, Melanie has help grow my investment portfolio and I am extremely pleased with the service she provides. I am very happy that I finally decided to invest and I am saving money for my future.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

This is the interim location for a new LLC owned by former members of First Command investments…read more They are fiduciaries and will focus on customer service using Charles Schwab as the clearing house for investment.

I began using Paul Scott's service 5 years ago when I needed to get private health insurance. Paul…read morewalked us through our options, explained the various plans very clearly, then answered our *numerous* questions until we settled on exactly what we needed. Then he walked us through the entire application form, step-by-step, until we had it completed. The service with Scott's has been excellent. 2 months ago, when our insurance company notified us that our rate would be increasing by almost $100 per month(!), Scott's called me to schedule an appointment to reshop insurance options. Yup, before I'd even seen the notice and had time to freak out, Scott's called me. They have that small-town feeling in the business that you don't get many other places any more. When I walk in, Paul asks me about my own business, about my children, and chats with me about local events. As he gathers the papers we'll need for the appointment, Evelyn makes sure that I have some sort of beverage in my hand. And the office takes great delight in sending birthday greetings to all their customers, even taking the time to pick out the perfect quote for the inside of the card. (This year's choice: "Birthdays are good for you. Statistics show that people who have more of them live longer.")

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Jim and Tony at Fredericksburg Financial really helped me out in a tough spot! I had ran up a…read morelittle too much credit card debt, and these guys were able to find me a very good consolidation loan, that is saving me loads of money each month! Thanks guys!

Tanina was terrific with last minute tax services last year - our previous tax accountant closed…read moredown so we were in a bind but we were lucky to come across Futurity Capital. Taxes were done again this year and they were done promptly at a reasonable cost and with great results. Will go back to Tanina next year, too!

First-class service all the way. Helpful, prompt, courteous, and personable. We are very pleased…read moreto have found Futurity Capital and have worked with them now for two consecutive years, and plan to engage with them for years to come. Tanina is excellent!!