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.

Greg at Green Path was very informative about reducing my debit. Greg knowledgeably about debits…read moreand credit issues.

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.

You'll make more money with a robot.. And probably get better customer service…read more I started investing with Highwater Wealth in January 2018 and invested for a year and a half (through June 2019). In that time I made about a 3% total gain on my investments, but I wanted to give it at least a full two years before investing elsewhere. Unfortunately, I never got that chance to do so because my portfolio manager left the company. I found out about this through a very brief letter I received in the mail stating that "as I may have heard" (I had not heard...from anyone) my portfolio manager had left and that Highwater was "unable" to keep my account with them - I'm assuming that as a 28 year old working woman without a mature trust fund, I didn't have enough money to be worth keeping as a client. The letter also stated that my account would be automatically transferred to Fidelity retail if I didn't contact the office within the month. I contacted the office and spoke with Dickson Griswold, the president of Highwater, whom I asked to transfer my investments to my bank account (except for my IRA which had been with Fidelity for years). He agreed and said it wouldn't be a problem. I waited.. and waited thinking maybe it takes a while to process this kind of transfer. Two weeks later, I followed up. It turns out they transferred my account to Fidelity retail after all and they never attempted to transfer my money to my bank account as was agreed upon. The cherry on top is that it looks like they did sell all of the assets in my portfolio, so what was left was essentially just a bunch of cash sitting in a Fidelity account with recurring fees. When I emailed Highwater, the admin informed me that "any further questions would need to be directed to Fidelity retail". When I replied with a clarifying question, the admin essentially repeated directing me to Fidelity retail with no further response. Essentially, I thought using a wealth management company would mean higher returns and a more personal experience. In reality, I would have been better off going through Vanguard or just using Fidelity retail from the beginning and not paying Highwater Wealth higher fees for lackluster performance and a laissez faire attitude. If you have enough money to invest, maybe they'll treat you better, but personally I wouldn't trust anyone who would treat another person's money (however small an amount to them) with such a lack of care and respect.

Eric has been a friend, business guide, and confidante for my wife and I in shaping our financial…read morefuture for the last 11 years. He is focused on motivating us to reach our financial goals, he is transparent/honest about how he get's paid, and most importantly he looks out for our best interest when suggesting investment advice. I have recommended Margin to close friends/family, and will continue to do so.

From the owner: MARGIN offers creative wealth management to ultra-high income earners. Our services include…read morecreative financial planning, investment management, and tax strategy and preparation digitally throughout the United States, and locally in Denver, CO.

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 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!!!

This was written before the outcome of the case to keep the integrity of my review with been,…read morehowever, we got exactly what we hoped for. A dismissal! Louis is an ethical and thorough individual that you can trust. When looking for a lawyer my biggest concern was cost & trust. How do we know if this is someone that has our best interest in mind? I know I may not know you, but I hope you can believe me when I say that Louis is someone you can trust. He will tell you if this case is in your favor, if things aren't looking too good, and anything in between. He is extremely thorough in telling you about the many outcomes that can happen, your options, and the laws that may affect your case. And with all the information he gives you he charges things fairly. Louis truly has your best intentions at heart. One thing he told me was to not worry in between legal appearances. He understood that this case could change my life, but he wanted me to keep me calm as we pushed through our case. Another big benefit of Louis is that he has an extensive network of the best professionals I could've asked for. He had me connected to other legal counsel and expert witnesses that truly pushed through my unjust persecution of careless driving. If you are looking for someone you can trust Louis is your guy.

I hired Louis Underbakke to help me fight a careless driving ticket, which he successfully got…read moredismissed by the court. Louis was incredibly communicative and helpful throughout the process, making sure I understood everything and that all my questions were answered. The quality research and preparation that he and his team did were instrumental in getting my case dismissed.