Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Brett Gottlieb, founder of Comprehensive Advisor, has built an amazing team of professionals to…read moresupport his business. He is very talented, extremely knowledgeable, professional, trustworthy, always responsive and the level of customer service he provides is unmatched in the industry. Brett spends a lot of time up front getting to know YOU, YOUR goals, YOUR risk tolerance, YOUR priorities, before putting together a customized strategy and investment plan to suit YOUR needs. I highly recommend Brett for ALL (or any piece) of your financial planning/management needs (financial strategy, living trusts/wills, Social Security, Medicare information, tax planning, life insurance investment, estate planning, 401k's, ROTH IRA'S, etc.). I have been working with Brett for almost 3 years, and I couldn't be happier with his management of my financial life! Now that I've retired, I have a tremendous amount of confidence in the investment strategy he has put together for me that I will be able to live out my life as I've always dreamed.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Citadel Penn held a free online course on virtual crime prevention, how to outsmart the scammers…read more She had several guest speakers and they all had a lot of valuable information. I walked away with so many good tips on what to do and what not to do when approached by scammers online or on the phone. Not only can Citadel help you with your financial planning she also has a lot of great connections!!

We recently completed a VA refinance through BluFi, specifically with Brett Korf who was…read moreoutstanding. Brett was responsive, available and very knowledgeable; particularly of the VA loan process. All told, it took us less than 30 days to close and Brett had given us multiple options/scenarios to think about and we ultimately chose an option we didn't even know was available under the program. I'd recommend BluFi and certainly Brett in the future!

Terrible company, poor communication. Our loan was recently taken over by them and out of nowhere…read morewe get told our insurance policy doesn't cover "wind", both us and our insurance agent reached out to them multiple times to confirm we in fact do have wind coverage in our policy. After multiple notifications of them threatening to buy insurance for us (and charge us for it) if we didn't prove we had coverage and over 30 minutes on hold, their version of "wind" is hurricane insurance. Which our previous 2 servicers did not require and none of their reps seem to understand the difference between wind and hurricane coverage and why it should be more clear in their communications. So now we're out the cost of a hurricane policy all because our loan was sold to this idiotic company. Fingers crossed they offload our loan soon. Dealing with them is terrible and they're a joke.

Having relocated to SD I needed to secure a new banking relationship who can handle my very unique…read morebanking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come! On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!

CNB goes above and beyond with excellent customer service and proactive security and support for…read moreboth individual and business accounts. We have a 15 year relationship with CNB and look forward to working with them in the future. They truly define relationship banking at its best!

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

By the nature of her work, we won't really know until she is actually needed... but Laura had been…read moreresponsive, personable and professional. We're glad we found her !

From the owner: As a professional Fiduciary, Laura offers a number of services helpful to those who can not or…read morechoose not to manage their own financial or personal affairs. Services include acting as a personally appointed or court appointed trustee, agent under durable power of attorney, executor or administrator of an estate.