Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

No longer with Edward Jones. Jennifer is with WileyInvest. She is always available to help or…read moreanswer any questions.

John L and Teresa are very knowledgeable and friendly. When my wife and I stop in, they make us…read morefeel like family. We are very impressed strongly recommend doing business with them.

Wonderful to work with. I am thankful for how honest and knowledgeable everyone is there.read more

From the owner: Coordinating Assets Asset Management and Coordination…read moreFinancial Management Investments Financial Planning Fee-based Planning Life Insurance Estate Planning Financial Advisor

Calvin made switching my 401k over to a traditional IRA easy. Over the past 3-4 years I've watched…read moremy original investment increase in a healthy direction. He's agreeable to any changes I want to make and is able to make any changes very quickly. He calls on my birthday and calls when he feels we need to sell/trade/buy stocks. I get monthly statements so I always know how my funds are doing. I once asked to cash out part of my retirement due to a family emergency and he was able to have the money ready for me the same day. I took one star away only because I get SO much mail as I'm notified on any updates/changes on each stock which is mostly my fault because I haven't requested to change to email. I trust him with my future!

STAY AWAY!. Calvin Christensen is a sneaky little man. After my husband went in and met with him I…read morewent in to sign forms. In the two days after that three mistakes were found. Of course - - they werent their fault. They were the mistake of the other company. When I called the original holder of my retirement account I was told the address was wrong on the paper work and my retirement funds were being mailed to the wrong address. I called Calvin and informed him I wasnt comfortable planning my retirement with a company that could make 3 pretty big mistakes in only 2 days. I was calling the original firm to stop payment on the check and go with a different company. He clearly didnt like that and got a little pushy for my taste. 2 days later he calls to tell me he has my retirement check in his hands and it would be easiest if I just let him deposit the funds and roll it over later. I told him NO - - I will either come get it or stop payment on it. My husband went to pick it up after work and guess what. He took it to the bank and deposited it and it will only cost "$x.xx" to roll it over with our new advisor. Its on - - - Better Business Bureau - - Yelp - - - Facebook. I beleive that Calvin Christensen is pushy and dishonest. I cant believe I made such a huge mistake.