Horrible service!!The office is complete chaos. No one returns emails or seems to know what is…read moregoing on with associates. Multiple days to return phone calls, when a phone call is returned it seems no one really has relayed the message. Emailed an associate who states they will get back to you on Monday and it has been 2 weeks and still have yet to hear back even after multiple attempts to contact them. Do NOT recommend.

Kate has been an excellent financial advisor, tax preparer, and legal assistant to our family for…read moreyears.

Im having the worst experience ever. Been on the phone since Monday and nothing has changed. The…read morecustomer service will tell you anything to get off the phone. I have an emergency and need MY money and don't get nowhere.

James did a great job finding the answers to my questions. He was polite and courteous. Thank you!read more

I will start by saying their educational sessions are top notch. Very informative and really well…read moredone. That is what hooked us. We went in and loved the Financial Advisor Alex. He explained the process and gave us a lot to consider. We decided to sign with them. When we went back it felt a bit rushed. They quickly went through the contract ( we printed it out after and it's about 250 pages) and I felt mislead by the fees. We really had to DIG to get the full answer. The answer that clarified it for us made me skeptical. It actually made me worry about the whole process. We left after signing and I could not stop thinking about it. I can compare it to the buyers remorse you would have after purchasing a timeshare when you were at a resort in Mexico. I contacted them immediately and said we would not be transferring any accounts but would be interested in their retirement advisor services. I asked them to make sure our accounts were cancelled. I emailed every week for a month and never was contacted. I still do not have an answer. For us something did not sit right and when they did not contact us it confirmed that we made the right decision. I was leery when the only newspaper in their lobby was the Epoch Times and I should have went with my gut then. I would like to note that I waited more than a month to write this review to see if they would respond and like I said I'm still waiting. It's unfortunate.

So much for Christian compassion. Forcing an employee, who just lost his wife to cancer to return…read moreto work or lose his job, then force him resign with zero recourse less than a month later. God deals harshly with those who treat widows and orphans poorly. What you give, you will get back tenfold. May the Lord have mercy on your souls.

I really like Carson wealth. In particular our financial advisor Jason is awesome. He is full of…read moreknowledge and I feel he is always looking out for us. He's always willing to help with whatever questions that we have. Their headquarters is beautiful, but more importantly, I feel they handle our money well.

From the owner: Carson Wealth has financial advisors in 30+ locations across the country, plus 120+ affiliated…read morefirms to help you find your freedom, no matter where you are. Everyone needs a financial plan that's 100% customized to their life - whether you're just starting to grow wealth or looking to preserve what you have for the long term. The financial advisors at Carson Wealth work with you to discover your definition of freedom, and then design the path to help get you there.

Andy Arkfeld at Edward Jones is very knowledgable and trustworthy. As a business owner he is great…read moreto work with and is a great resource.

If you're a planner and want to make sure you have enough money saved for your retirement, Lutz is…read morethe place to go! They have experienced financial advisors who will care for your future finances as if it were their own! I first met Lutz Co thru my work 401K and they meet with us once a year for any questions or updates. They're friendly, understanding, and can explain with details what is going on. I now use Lutz for our family financial planning for retirement and they have guided us as to what we'll need to save to achieve what we want in retirement. They make sure you're covered in every aspect (e.g. kids college) or unexpected situation in life (e.g. term life and living will). I trust them 100% & recommend them fully!!!

From the owner: Lutz is a client-focused business solutions firm dedicated to helping businesses and individuals…read moregrow, adapt, and succeed. Our team provides expertise across accounting, consulting, financial advisory, and technology services to deliver practical solutions that drive efficiency and long-term success. By combining deep industry knowledge with a collaborative approach, we work closely with clients to understand their goals and challenges. Our mission is to simplify complex business decisions, provide strategic insight, and build lasting partnerships that empower organizations and individuals to achieve sustainable growth and stronger financial performance.