I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.

Great understanding of our financial situation and the consequences of waiting to do RMD's. Five…read moreway approach to support your financial decisions. Roger and Jordan are great to work with and will help us down this retirement journey.

From the owner: Team of financial advisors helping plan for retirement, wealth and legacy concerns.read more

We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we…read moreknow it will) our investments will weather the storm. The wizards at EdgeRock are quick to make adjustments to minimize losses, while others are running around with their hair on fire. EdgeRock has done this for us several times. Also no matter the size of your account, EdgeRock will put in the effort to fully analyze your situation and give you all the options making sure you fully understand your situation.

Ryan M. - while I appreciate EdgeRock undoing what mistakes were done on my accounts. It's still…read moremy understanding that Mr. O'dell is not a CTFA. I'm currently with a fudiciary advisors group, and it's a comfort to know he has my best interest first and foremost in selecting investments for me.

Excellent, professional financial advice with Alpha 1 Tax & Wealth. I had an initial consult…read moremeeting with Brandon Wilson. He took the time to review my retirement funds and investments to determine the best action plan. There was no pressure to sign up with Alpha 1. Still, I was impressed with their knowledge, attention to detail, and personalization to meet each investor's needs, so I will now work with Brandon and Alpha 1 to manage my investments. Office staff is friendly and courteous, and got future appointments scheduled quickly. Highly recommend.

Josh Park is an amazing advisor representing an excellent company. He is quite responsive to client…read moregoals and strives to address any concerns. Alpha One's research department provided an awesome strategy, which produced solid returns within the first eight months. Together, we are working on a long-term plan for future growth, which is customized to my situation. I highly recommend this company.

Such a useless excuse for a branch... came in with a 401k rollover needing to discuss some options…read moreand they told me to leave and go online. So much for money managers

Charles Schwab Corporation failed to perform two-factor authentication for a wire transfer of funds…read moreout of my retirement account that was required.  When I told them they have a serious security hole, they refused to provide an answer why or even an option for "No Funds Out" of the account to prevent fraud in the future.  The SEC should mandate they allow in person wire authorizations as a security option to avoid an unauthorized transfer of ALL funds!   THEY CAN"T BE TRUSTED TO PROTECT YOUR MONEY!