Sue was SO helpful! She is kind, informative, and encouraging. As a 27-year-old with no experience…read morein financial anything, I was very intimated and unsure where to start. I signed up for a 15 min session with Sue, and it is the best financial decision I have ever made! She took the time to help direct me to someone who could be most helpful to me for where I am at in my life. She was comforting, supportive, and exceedingly helpful. For the first time in my life, I feel like I can be in control and make smart and informed decisions with my money!

With a little bit of time, and a little bit of effort, you can maximize your income and investments…read moreusing the guidance of Sue Peck of Evolution Financial. Sue is not only good at what she does, but the level of service she provided us showed that she cares about our money as much as we do! With a couple simple changes and much reassurance from Sue, we are using what we already had more efficiently. While we try not to think about the costs of retirement, Sue kept it in mind while we discussed our current and short-term money goals. It's a relief to know there's a second pair of eyes on our future. I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financei looking to increase your knowledge (and benefit from it!).

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Steve Lois is an excellent advisor…read more He is extremely honest and very knowledgeable Steve spends a good amount of time explaining your investments, he is also able to coordinate your investment with Social security and other assets to give you a clear picture of your financial condition. Mike K

My father used Steve Lois as his financial advisor. When my father died last year, his Edward Jones…read moreInvestment Account was supposed to be distributed to his beneficiaries according to his TOD agreement with Edward Jones. Mr. Lois did not distribute all of the assets in my father's account. When I pointed that out to him, he incorrectly distributed the remaining assets. Further Mr. Lois has ignored my last 3 emails and voicemail asking him to change the mailing address on my father's account. In short, If you want somebody to distribute your assets correctly and/or be responsive to your children after you die, I would look elsewhere for a financial advisor.

Great Financial services. Retirement planning, Investments, Lending capabilities from CFP's. Fee…read morebased Advisory services. (Previously Wachovia Securities, AG Edwards & Sons, Everen Securities Blunt Ellis & Lowie, Kemper Securities).

From the owner: As financial advisors, our commitment to you is to understand that reaching your dreams requires a…read morepersonalized approach. We know building relationships makes a difference and will sit down with you and take time to understand your needs before helping you create an investment strategy based on your entire financial picture, even money you've invested elsewhere. You may spend time stressing over retirement and your money; we want to give you this time back. What you do with your time is up to you. Our goal is to give you more of it.

No one ever notified us that our advisor was let go. We only found out when we called with a…read morequestion. We left them right away. Beware of the funds they put you in. They put our money in private equity and we can't get all of it out. Very frustrating. Not happy with them.

Been with Savant Management since 2006 They have done a good…read morejob on handling our family finances Always available by phone and monthly statements let's me stay on top of my accounts Their quarterly reports are easily tracked and give a good overall performance of that period