Dakota and Dave offer distinguished, principle-driven financial advisory services tailored to…read moreclients confronting important life and wealth-management milestones. Employing a high-touch approach, they undertake thorough due diligence, clarify complex issues in plain language, and formulate strategies designed to limit downside risk while advancing our objectives. They are unwaveringly transparent, timely in their communications, and committed to the highest standards of fiduciary responsibility.

A++++ Dakota Bramhall has been invaluable over the last few…read moreyears, always going above and beyond to be helpful, supportive and professional on every level. His work ethic is outstanding and at the highest level. My entire family has benefited from Dakota 's knowledge and advice regarding all financial matters, communication skills and never ending commitment to excellence and professionalism. I will continue to recommended him whenever the opportunity arises.

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.

Jon is a true professional. He knows his products and works to get you the most competetive rates…read more Besides that he is just a good guy. If he can't get you a product you are looking for he will get you to someone who can. We recommend him highly and that is no small endorsement coming from an attorney who routinely represents insurance companies and insurance brokers. Walter and Paula Houghtaling

yes so on the date 10-6-17 i have been calling this office each time i do the lady that picks up…read morethe phone hangs up on me before i can even say anything so if you have insurance with this office i would change because that bad service i mean if that happens to me its going to happen to every one else just saying people save your time and stress and dont go threw these people for home insurance just saying

Zach Smith Zach is knowledgeable, reliable and a clear…read morecommunicator. My husband and I were first time buyers, lived in a different state then where we purchased the home and are also from a different country (Europe). Zach took his time to teach us the market and the loan process, including all terminology and steps. Sometimes we asked the same questions and he never lost his patience. He was there for us anytime we needed. He was also very realistic with his feedbacks, straight forward. He made us comfortable, he never pushed us in any decisions, he communicated with us clearly when the market changed and went over every possible scenario with us. We highly recommend Zach, you will not be disappointed! Zach, thank you for your assistance with the loan and for making our dream come true! We are truly enjoying our home and happy with the current loan, E & F

Zach and Cherie were fantastic and helped us get through our purchase seamlessly! They were both…read morereadily available for questions or concerns and extremely knowledgeable. Whether you've done this before or are a 1st time home buyer, I would highly recommend this team of skilled mortgage professionals!

Very personal experience. I had a free consultation to review my retirement finances. I was greeted…read moreright away and seated in a room with a screen that also greeted me. I was offered something to drink and a freshly baked cookie. Roger Reynolds and an associate met with me. They looked over my paperwork and answered all my questions. Very professional.

Tonight I faced a Condescending representative of Reynolds Financial Group at the desk who speaks…read moreto seniors with total disregard of respect and assuming they do not know how to use their iPhone 17 Pro Max? I was invited to this event at Ruth Chris 28 July 2026. I confirmed before the event and again on both 26 and 27th July 2026 prior to the night. Upon arrival I am informed I am not welcome because I attended once before unknown to me. Is this is a matter of negligence lack of quality control? Firstly why did I receive an invitation in the first place? Negligence, whereas the company doesn't bother to check their records & Quality control, clearly there is none in place at this company? Then I not only told I am 'upset' which is truly patronizing considering this is Their mistake NOT mine as their representative states he emailed on the 15th July-No email, surprise I know how to check my iPhone! When I face him with this he states he left a message; surprise NO message on my iPhone. I'm a retired Army Lieutenant Colonel, I do not get 'Upset' & certainly do not appreciate this coming from an unprofessional upstart; let alone their false shallow excuses. Again I confirmed the two nights prior And absolutely no effort or attempt was made to contact me or the person attending with me. Yes they had both phone numbers. With such disregard for a retired veteran or seniors in general I ask how much respect and compassion would they truly have for anyone's future?

I met through Richard through a referral network and so glad I did. I was in a minor accident, but…read moremy previous insurance carrier left me high and dry. Granted my vehicle was totaled out, but I was left with no vehicle. Luckily my roommate had an extra vehicle I could use while I save up for another car. Needless to say, I wanted to make sure that I was covered, not only by my roommates insurance but anything supplemental that I could add. Richard got me setup in less than a day. I now confidently drive knowing that I'm covered AND knowing i can call Richard directly if anything were to happen.

I've known Richard for 11 years. He's a scout leader and it shows. He's trustworthy, loyal,…read morehelpful, friendly, and all the other attributes from the scout motto. He cares about his customers and their well-being very much.

I've been an Allstate customer for years - but switching over to Patrick was way overdue. The level…read moreof service is so much better here - in the rare instance that I don't reach him he calls back immediately and answers any questions that I have. He has found me better coverage at a better price. You can't beat that!

Don't use this office. Horrible customer service. They make mistakes on your policies. They don't…read morereturn phone calls nor emails. We are going to change agents today!

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.