I have worked with Ameriprise F for over 20 years and Steve Minkoff for over 12 years. Steve has…read morebeen with me through a variety of changes in my life and career and has given me advice that allows me to feel secure about my future. I have referred him and his team numerous time. I trust him completely and would recommend him to anyone who wants to plan for their future.

I have been with Minkoff and Associates for almost a decade and they truly are as good as it gets…read more Not only have they helped keep my portfolio as strong as can be in these tough economic times, but they are extremely helpful with answering my questions and don't shy away from telling it how it is. A huge plus in my book. I would refer this office to anyone as I know they will do a great job.

Lou & entire staff has been truly amazing, not only are they kind, but they are so helpful if your…read morenew to this financial services, as we were a few years ago. We can call anytime & Lou will return our calls especially during such turmoil these past few months. He is reassuring & takes the time to listen to our concerns. We are so blessed to have this team handling our finances as we enter retirement. We highly recommend Alders Financial to anyone looking for professional help in investments and retirement planning.

Gary and his team have been invaluable for my family. Here is the biggest compliment I can give:…read more My mother was the first to use his financial consulting services, then my sister, then another one of my sisters, then my aunt, then me..... with that many referrals that had great results, that should tell you all you need to know.

I have worked with both Ron and Robert. They are very knowledgeable and made my transition from my…read more401k to an equity index annuity seamless and anxiety free. They put me at ease and explained everything thoroughly and in laymens terms. I was excited that I qualified for their 20% bonus! If you have a 401k I highly recommend you give them a call, you won't regret it.

This firm was referred to us by numerous retirees, but they did not live up to anything we were…read morepromised. During the 2008 real estate downfall, this company lost us $65K in less than 3 months and didn't even bother to call us or mover our money - no risk management and no financial planning involved here. We had to contact them to ask them what was happening and since then had to make sure they were managing our money for the remaining time period. We had thought it was the market, but after the last few years where the market has been recovering, our money here has not been. We finally left Certified Planners earlier this year after about 5 years and losing more money than making any or keeping what we had. Our rate of return this year was less than 3% minus their fee of 1%, leaving us less than 2%! Current Nasdaq return is 24.9%, S&P is 19.79% for the year. Their one size fits all planning does not work for everyone and not worth your millions (or hundreds of thousands)! Very disappointing firm!!

I have been a client for a long time and this review is overdue. What I like most about CP is how…read morethey have a small team of advisors that work together. Reassuring to know there is always someone looking at my stuff or to help me when I call or go in for my portfolio review appt. Not just one person running the whole show. They also have a strong support staff who is effective and friendly. I think their investment approach is more on the conservative side. They tend to go less risky to protect my capital instead of chasing higher returns, but that's what saved my portfolio in 2008-2009. I recovered from losses in 1-2 years versus my friends and family. My experience with CP has been positive overall.

I had my portfolio managed by Ketron Financial for a number of years, mainly because my family had…read morechosen to do business with him in the past, and they did a decent job. Russell also became a friend of my aunt's and gave her much moral support. While my portfolio had managed to perform at a steady climb, I felt that I could make better choices . Since I left at the beginning of this year, I have been managing my own portfolio and have improved my performance from an average of 4.5% to 15%. While the service at this office is highly personalized and I enjoyed working with them quite a bit, I found the ethics and way of doing business to be very old school, in that they heavily support the Boy Scouts of America (along with their anti-gay policy) and Russell's selling style is doing most of the talking and very little listening, which doesn't work for me.

My grandparents also used Ketron Financial for many years, and recommended that we do the same. My…read morewife and I have been very happy with working with one of Russ' younger associates, Bill, for a few years now. While yes, you perhaps could do better in the immediate term managing your own finances, I would rather entrust that to a professional and someone who can help work with my wife and I to plan our finances.

Just Plans has always done a great job with recommending investment strategies and assisting us in…read morekeeping our 401K on track in these very difficult economic times. The staff is very friendly and knowledgeable and it's nice to deal with a small organized company & have the ability to actually deal one on one with the people handling your money.

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors…read morefor over 4 years now. We really appreciate having them in our corner.   Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us.  Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets up regular meetings with us to review our investment status so we are always on the same page. When the market started to turn, she proactively reached out to review our options. Janet is also quick at answering our one-off questions over email.    Customer service: we felt appreciated by the Sierra Pacific team. During the pandemic, we were able to meet with Janet over Zoom, but when needed, we were also able to meet her in person to sign some papers with social distancing protocols in place. They also hosted a few virtual customer events to add some holiday cheer to our lives.  We are very happy that we found Janet and her team at Sierra Pacific Financial Advisors. We are going through a turbulent time right now and it is good to know that someone we trust is thinking about our financial well-being and strategizing to help us build our future.

We recently started working with SPFA on managing our investment portfolio after an initial…read morefinancial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

You will always have a great experience with the financial services from this financial…read moreestablishment. (SHIELD FINANCIAL) Randy, always acts in the best interest concerning our financial needs. My wife and I have been fortunate to have found Randy about ten years ago. He always communicates with my wife and I clearly and often, always in an easy and friendly manner. Randy is very trustworthy and professional. Randy and his professional staff always answers our emails and questions in a timey manner. His advice on our financial needs are a great help. Randy does have one main concern, If we ever run into a financial situation we should always check with him to make sure we are making the right decision. Randy is not only a true professional he has also became a good friend.

First, I only gain gratification of sharing my experience with others that are looking for a…read moretrusted Fiduciary Advisor. Bottom line, would I go with Shield Financial and Insurance Services again? Definitely! In March 2022 we attended a Shield Financial and Insurance Services Financial Survival Workshop presented by Randy. Every topic on the invitation was presented in an educational way versus a sales pitch like many of the other invitations we attended. No specific investment and/or insurance products were solicited. We were not pressured to make any decision that day. Instead, Randy informed the attendees that they can call him to attend the six 1-hour individual sessions with him to go over further into what he presented today and handed out a card for attendees to select what financial information they would like to discuss with no obligations. We attended the four 1 1/2-hours individual sessions that were presented educationally and informatively, and each session Randy concluded by asking if we were interested in meeting for the next session with. Each session has a purpose: 1. Inventory - Review your situation to determine if Shield Financial and Insurance Services can help you, if so, give you a high-level picture of the direction Randy recommends, and to see if you like that direction. If you want Randy's help, he'll schedule the next 3 meetings. 2. Education - Make sure you understand the mechanics, the rules, the good, the bad, and the ugly of what is being discussed so you can make an informed decision. 3. Creating the plan - Once the plan is to your liking, you'll take the plan home with you so you can let the plan marinade. 4. Adjust the plan - See if you have any changes you'd like to make to the plan. Once you like the plan, then we're ready to implement the plan. In none of the sessions Randy made no sales pitch to come on board, nor did we feel any sales pressure. The sessions were held as he described they "would be educational and informative". Upon the conclusion of the fourth session Randy informed us we did not need to decide that day to become clients, but instead for us to call him. We took several days to discuss our decision with ourselves and did some research on information presented in the sessions. During this time, Randy held true to his words "to call him" and did not desperately call us with a sales pitch like we received from several past presentations. We scheduled a meeting with Randy to review our financial portfolios since Randy was consistent in being a fiduciary vs a financial advisor. What we really liked about the review: 1. Randy never recommended selling one of our existing investments for an investment he offered. So many others went right to "balancing" my portfolio. 2. Randy presented investment options based on the information that we provided him and again with no need to decide right there and then. 3. Randy directly answered our questions and instead of a reply that did not answer the question. 4. Randy informed us that depending on the meeting we have the option of a phone call, video/zoom call, or meeting in person. We decided to "balance" our portfolios and go with Randy as our fiduciary. In July 2024 we received an e-mail from Shield Financial and Insurance Services regarding an investment opportunity before the Federal Reserve announced interest rates became effective. The e-mail included a video of Randy presenting an overview of the investment opportunity. If interested, there was a link to watch the second video that provided detailed information to make an informed decision. We thought this was a great effective and efficient approach in informing all Shield Financial and Insurance Services clients instead of the time-consuming effort of calling each client and repeating the same information. And with this approach all clients were presented with the same information. We decided to invest in this very limited time opportunity due to when the Federal Reserve announced cutting the interest rates. We were very happy and thankful for the effort the Shield Financial and Insurance Services team made in working long days to process our paperwork with the paperwork for those interested clients to be invested in this opportunity. We are happy with our decision to go with the Shield Financial and Insurance Services team because they are professional, friendly, and return calls in a timely manner. If you receive an invitation to attend a Shield Financial and Insurance Services Financial Survival Workshop do not hesitate to accept because they do fill up quickly. The time is well spent. In fact, why wait call Shield Financial and Insurance Services today.