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.

Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

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!!!

I recently worked with Heidi at Centric Financial Solutions to help set up a new Payroll HRIS…read moresystem for the company I am an accountant for, and the whole experience was incredible. She was super professional, easy to talk to, and really took the time to understand what the business needed. It honestly felt like she cared just as much about getting it right as I did. She kept everything clear and stress-free, which made a big difference during a pretty big transition. I would recommend Centric to any business/ accountant who needs solid financial support and wants to work with someone who actually listens.

From the owner: Empowering small businesses with financial clarity, accuracy, and strategy. Let's make your numbers…read morework for you.

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.

I got everything I was hoping for, and then some, in my time working with Joe…read more I came to him looking for some general guidance on how to manage my money and work toward some financial goals, and left with a complete mindset shift, confidence, and clarity on how to align my day-to-day financial decisions with my personal values. Joe creates a true judgment-free zone in his sessions, providing thoughtful guidance and encouragement without any prescriptive do's and don'ts. I highly recommend his services to anyone seeking more ownership over their financial path...my only regret is not finding him sooner!!

Joe is an amazing resource for the busy millennial who wants to take their financial habits from…read moregood to great. He dives into the harder topics around values, long-term goals, and desired lifestyle design which are crucial to knowing the WHY behind building better financial habits. His advice is easy to implement and doesn't require in-depth analysis to take meaningful action. My only complaint is that I didn't find Joe sooner! If you are on fence, do it now - you will get an immediate return.

I am extremely and forever grateful to Chad Campbell from CRE. Last year my family and I were so…read moreclose to being homeless, and It wasn't because we couldn't afford it, it was because I had horrible credit. In Oct. 2016, I answered a call from an unknown number and this guy Chad was talking to me about fixing my credit I usually hang up because I don't trust these type of calls. I listened to Chad and I signed up. He did exactly was he promised me he would do, he helped me fix my credit and I am happy to say that on Aug. 11, 2017 my husband and I closed on our home. Not even a year!! The investment was beyond worth it. Because of Chad Campbell I am now more credit knowledgeable, and my life has changed for the better.

Stopped by the Charles Schwab branch off Platte on a weekday morning to deposit funds into my…read morerecently opened account. Easy paid street parking right out front and a lot across the street. Was greeted immediately by a friendly representative who handled the deposit in just a few minutes. They did have a sign stating they do not accept cash. Would definitely visit this location again if I need any in-person banking.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Gene almy is rude and a poor invester. In 6 mo. He made me 12% the S&p made 11%. Ok but when i…read moreasked what my partner made it was 23% ok but the rude guy almy laughed and laughed ...the Rudest unprofessional person and the supervisor has yet to respond after a week. The reviews on yelp for schwab are only 1 star. They record all calls and give you small talk and make jokes and you pay about $800 for this abusive so called professional outfit. They are secretive..no direct number or no answer too busy Try calling and you get refered to a wrong numbers or if lucky 48hr. Call back ....48hrs its not untill after the weekend? And the supervisior wants to get ME another edvisor? Just sweep it under the rug no accountability. I want a letter of apology and a phone call but it has not happened for him LAUGHING AT ME.