The representatives here are incredibly friendly and responsive. I was especially impressed by…read moretheir patience; even when I asked the same questions more than once, they were happy to help without any hesitation. Definitely the company you would want to work together.

We have been with Nicholas Pension Consultants since 2012. They have proven themselves to be…read morereliable and knowledgeable in all aspects of 401k and profit sharing. Our rep Danielle Thompson has been there for all of our questions and concerns. She is well versed in all areas of the pension process and extremely patient. From first of the year administration to filing our 5500, Nicholas Pension Consultants are top notch. When Danielle is not there or not available there is always a team member to jump in and assist. As Controller, knowing that our company's retirement plans are in such capable hands allows me to focus on other aspects of the business. Hiring Nicholas Pension Consultants was one of the best financial decisions we have ever made.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Chris is an amazing person to work with. He has guided us flawlessly with our retirement goals…read more You're just not a number to this firm, you are family! Thank you

Lauren will always explain her rational for recommending an investment strategy for you. She will…read moretalk in depth about the calculations and software she uses if you want to. Explaining the details is important to her. After she presents her recommendations, she does not pressure you to make changes. You're investing in your future. You have to feel good about making the moves she suggests. She understands that.

I have used Kimmy's services for the past three years. She always explains everything in detail and…read moreis extremely patient. Her hard work and thought process has saved me thousands of dollars and I appreciate that she is always honest. I recommend her services to anyone that has any questions about anything financial related!

From the owner: KW Wealth Management is a registered investment adviser. We offer ongoing portfolio management and…read moreFinancial Planning services based on the individual goals, objectives, time horizon, and risk tolerance of each client

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

5 Star Service. Stephanie Mearse and her team are fantastic. Everyone I have worked with has been…read morevery knowledgeable and helpful. They have frequent Zoom meetings where we get to see presentations from the companies we are investing in. I think is valuable to hear the goals and future plans from the companies I'm invested in. I know my retirement plans are in good hands. I would highly recommend Desert Capital to everyone

I have been working with Desert Capital management for over 10 years now. I could not have more…read morefaith in a company that is handling my retirement future. In the last 10 years I have seen not only consistent growth, but growth above the normal expected year over year return. They have consistently exceeded my expectations when it comes to recommendations for future investments. Working closely with me and my personal preference and ethos. Most investment companies treat you as just a number. Desert Capital treats me as a person and a valued client.

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

I swear I was planning to start paying that credit card debt! The credit card company sent me a few…read moreletters with different options to settle; none of them were unreasonable; all I needed was a few more months to be able to pay. But here I am standing in my doorstep at 8 pm in front of a stranger who handles me a summons. I was sued! Goodbye, reasonable offers.. Hello, bankruptcy? Wage garnishment? I send a request for a debt settlement lawyer referral via Nolo, and Joe Garcia from DMI contacts me the next day. We have a quick phone call. Turns out, if I respond to the summons within 30 days, it will buy me several months of time before I have to start paying. Fast forward 6 months: the offer Joe negotiated with the firm representing the credit card company is 20% lower than I expected! Joe's fees were reasonable, and he was always available when I had a question or a concern. The case is dismissed! I cannot recommend Joe and his firm highly enough and wish them many more years in business!

I had a consultation with Joe Garcia and it was one of the most dismissive conversations I've had…read morewith a professional. He was rude, entitled, dismissive and made it clear that unless the case is over million-dollar claims or high-debt cases it "wasn't worth his time." He consistently talked over me and refused to listen to the specific statutory violations I was trying to explain. For an attorney in practice since the 90's and who claims to handle high-value litigation, the firm has no website, no BBB accreditation, and zero professional polish. If you want an attorney who listens, treats clients with respect, actually values the law and makes you feel confident your case is taken seriously regardless of the value, I would suggest looking elsewhere.