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 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.

Paid him (William (Bill) Houston) ahead of time for my 2015 return (I have record of payment) but…read morehe refused to give me the return unless I paid him again. When I forwarded him his email showing that I did pay he told me I'm trying to get it for free and raised the price an additional $60 for no reason then suggested I just go pay H&R block $200 for it instead. I showed up to his office and paid him cash, essentially in ransom, for my return. This guy failed to mail me the return that I paid for and then charged me again for it. He also told me I'd be getting $1200 more than I actually received on my return (because he made a copy paste error). This guy is a criminal, I told him I want to spit in his face after I paid him a second time for my return. I would have fought it but I've been through so much stress this year that I just wanted to get out of his office. He didn't even give me my change.

PEOPLE: Take note because my review today should let you know all you need to know about this…read morebusiness and specifically, owner BILL HOUSTON... Very simply and in the same real process that anyone would take... I searched for tax preparer firms in Aurora and ran across this company. I stated my situation clearly and honestly and requested this business to assist me with my 2015, 2016 and 2017 taxes. * Without calling me to speak with me about my tax situation and without any other qualifying email, text or anything, I get the following obnoxiously judgmental response from the owner himself. Here is exactly what owner, BILL HOUSTON said in his email back to me: ----------------------------------------------------------------------------------------------- "From: Bill Houston [mailto:bill@afsnodebt.com] Sent: Monday, April 16, 2018 10:41 AM Subject: RE: NOTIFICATION - Customer has filled out the Quote Form How much you wanna bet that this guy had no renters in 2017 and is trying to deduct repairs to his home prior to selling. Might be a bit cynical but... Oh, and the moving expenses with no wage income." ----------------------------------------------------------------------------------------------- How's that for reaching out to a supposedly professional business just to have them serve as Judge and Jury on your private financial tax situation when they have not bothered to confirm even one fact from your request? I call B.S. on this business and on BILL HOUSTON as being nothing more than a jaded and judgmental fool. AVOID HIM AND HIS BUSINESS AT ALL COSTS because after all, you'd be sharing your most intimate financial record details with him and look how he responds BEFORE he even talks with you... irrefutably foolish on his part! There is no apologizing for such a response because customers reaching out to a business like this should never have to babysit the owner for acting in such an obnoxious and careless manner in the first place, right?... RIGHT! Done... next! P.S. - Funny thing to note... what kind of moron speaks in this tone and who does he think he's talking to, himself? He doesn't even address me, the person who emailed him in the first place. He's talking to "the air" or something... IDIOT!

I called to inquire about current rates & got transferred to 2 different people that day to get…read moresuch. Lots of pressure to take a loan app, I said I was doing my due diligence & was not going to do a loan app that day. Then what really took the cake was I got a text message from Amy the following Monday stating the Fed had lowered rates, I immediately Googled such & found no such news. I texted her back asking her to send the link to confirm such. She said she didn't have that article but continued to try to get me to make an appointment in 3 more text messages. I told her I wanted nothing to do w an organization that was trying to mislead me w falsehoods. I asked for her NMLS#... no response so far.

Knew going in our needs were not traditional. We made sure they knew our situation. We feel like…read moreour original conversation was completely ignored. Ever time you talk on the phone they make sure to tell you its being recorded. They didn't have the decency to play it back and justified turning us down because we were doing a Remodel. I never once used the term Remodel. Total CYA Total Bummer because I heard of this company through 2 of my favorite radio personalities.

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've always been exceptionally happy with Thrivent Financial, but when you move to a different…read morestate it's always a little stressful wondering if you'll get the same great service you're used to with a new rep. I'm happy to report I have!! Cole Leonida did a fantastic job going over all my options in rolling over an old 401k. It is great to know that there are financial advisers out there that you can actually trust. I highly recommend Cole and Thrivent Financial.