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German Garrett, CFP - Harvest Wealth Group

5.0 (1 review)
Closed • 8:30 am - 5:00 pm

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6 years ago

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DR Wealth - Educator Retirement Planning

DR Wealth

(2 reviews)

I can't fully express how grateful I am to have someone as exceptional as Dustin managing my…read morefinances. I've worked with other firms in the past, and none have come close to delivering the same level of results or care. While I won't go into specifics, my portfolio has grown significantly under his guidance--far surpassing what I experienced with previous "expert" advice. What truly sets Dustin apart is his personal approach. He takes the time to understand your goals, asks thoughtful questions, and offers recommendations that genuinely align with your needs. It's clear he cares about his clients and their success.

I had a great experience working with Dustin Roberts at DR Wealth. He helped me build my IRA…read moreaccount portfolio and made the whole process very easy to understand. He has great communication skills and took the time to clearly break everything down, including setting goals for the next 3 to 5 years so I know exactly what the plan is moving forward. What really stood out to me was the value he provides. He doesn't only do IRA portfolios he also helps with full financial planning, investment management, real estate, lending solutions, and wealth preservation. It feels like having a complete financial plan instead of just opening an account. If anyone is looking for wealth management, financial planning, or help building their financial future, I would definitely recommend calling Dustin Roberts at DR Wealth.

German Garrett, CFP - Harvest Wealth Group - financialadvising - Updated May 2026

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