I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

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.

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.

I LOVE Lynette and Katherine! For 5+ years they've been amazing at making the hard things easy and…read morekeeping me on track for my home rental. Mold, tree maintenance, solar installation, tough renters, clogged drains, busted appliances...they've been through it all for me. I literally don't know what I'd do without them.

This is the worst pmc I have ever dealt with. On numerous occasions both Katherine and Lynette…read moreshowed nothing but disrespect for my partner and I while renting a property of theirs. Along with speaking rudely to you, they do not care about your private and peaceful enjoyment of the property you are renting. Rent from literally anyone but this company.

David and his team did a wonderful job for my family after my aunt passed away and we had to clean,…read morerenovate and sell her condo. He and the team took the time to come over, give us an honest estimate of what the market was (selling around the holidays wasn't ideal) and we could expect. They even set us up with a staging company so that we could have great pictures to showcase the condo and it made a huge difference in the appearance and ultimately believe it assisted us with selling the condo. Would definitely recommend him again and if you know of anyone who needs a great team that will be your partner through the process, please call David!

Literally nothing but great things to say about this group! Tom has helped us buy a couple of…read morehomes, and David has helped us on the selling side. Great humans, super knowledgeable, not pushy. Do yourself a favor and give them a shout for any buying or selling needs! We recommend them to everyone we know.

Jim is awesome. He really cares about his clients and bends over backwards to make sure that he is…read moredoing things that meet your goals. He sat down with us and discussed what we needed to do with our Mom's money to ensure we would have some available to take care of her now, as well as to grow it for the future. He even did a conference call with me to her long term care insurance company so we could understand the policy better and make some good decisions for when the time comes to use it. He caught a lot of things her previous financial advisors had either ignored (like not changing the beneficiaries after my dad died), or done wrong (like they had $85% of her money in risky investments). I feel really relieved to have him as our advisor

Bernie and I have done 2 deals together and he is now my default lender for fix and flips or fix…read moreand holds. He is extremely knowledgeable about the industry and once you get to know him, he freely shares insights into the market. Him and Judy have helped me close deals in very little time at industry standard rates. I would not hesitate to use him for my investment lending needs.

I've had 3 great experiences doing fix and flips with Cardinal Financial. Dealing with Bernie is…read morelike dealing with a personal friend who understands my business. I can talk to him about future deals or anything that i need that helps me determine what can be financed. He takes responsibility for obtaining all title commitments and for being sure the loan closes on the required date. I've never had the problem with Cardinal Financial I've had with other lenders who told me my loan did not conform to what the lenders required. It's an easier way for me to borrow saving me time and money. I highly recommend using Cardinal Financial as a loan source.

Frustrating experience trying to process my brothers estate. Long holds and a lot of follow-up has…read morebeen required to move the process along.

Janus Henderson has the WORSE Customer Service..of any investment company that I have ever dealt…read morewith. They put no priority whatsoever on anything that you send them in the mail. After weeks of waiting for a money transfer from a company INTO JH...I had to call repeatedly, trying to find out why there was weeks of delay. Finally I was told that there was problem when they were scanning documents. A 12 year old can scan a document! They never once called me to tell anything. When you call to inquire about anything, you will be put on hold for long periods of time. They lied to me repeatedly. Janus Henderson is unprofessional, deceitful, and likely under-staffed. They did not care about my troubling many issues with them, nor did they care, that I told them that I would take all my investments out of Janus Henderson. Unbelievable.

I have worked with Dimov Tax Services for a couple of years now and find them to be helpful,…read moreresponsive and professional. I'll continue to use them in the future. They have proven to be a great partner.

Spent thousands of dollars to only be able to communicate by email (they "gift" you a 15 minute…read moreconsult if you want it - like that would be enough time!!). Somehow they needed about 10 reps to handle my tax prep, payroll & quarterly taxes, meaning I had no idea who was actually in charge of my accounts or who was doing the work. I have had to constantly remind every rep to do their jobs throughout the year and they still fail to do anything in a timely manner, or at all. What a huge waste of money

Highly professional and reliable team! Always easy to work with, and willing to go the extra mile…read more Great experience overall!

Initially I thought Evolve Properly Management was good. I worked with Maya and they picked up my…read moreproperty mid lease from a property management company. At the end of my current tents lease is where the break down occurred. 1.) They didn't obtain any pictures of my property from my previous PM, nor did they make an effort to get their own pics when taking me on as a client. Basically they had zero baseline of the condition of my property taking me on as a client. When I contested damages at the end of the lease Maya simply implied they need pictures to establish the damages occurred under this tenant. I was shocked to hear they had nothing to go off of to establish the condition of my property when they brought me on as a client. Luckily, I was blessed to have a good tenant that admitted to certain damages but it could have went terribly wrong if major damage occurred. When I contested Maya on this she said pictures were requested but we didn't receive any. My question is, why wouldn't they take their own pics or even ask me if I had pictures? She then proceeded to not answerany of my texts because she didn't feel talking about it further would provide resolution. 2.) Upon the tenant vacating the property Evolve didn't even have the correct access key to my property. It was left for me in a lock box and I attempted to open the door and the key wasn't close to fitting. I thought it would be a simple protocol to make sure you at least have the correct key to the property you're managing, especially under an emergency. 3.) I wanted to get estimates on home improvements a couple months prior to the tenant leaving. Maya intially denied that request because the tenant was still occupying the property. It wasn't until the tenant asked for a two week extension, where again, I mentioned I wanted to get estimates prior to the lease expiring and suddenly it was okay since the tenant needed a favor. In the end I would say this property management company needs to learn best practices to protect their clients high dollar asstes, need to be micro managed, and favor the tenant over protecting their paying clients. Response to Marina: I've done 7 reviews since 2016 with unsatisfactory services and your company makes the list over 10 years. You prefer to work with clients so hands off you expect them to chase down keys when they live out of town and do sufficient file combing to ensure "start service photos" are either transferred or taken. You want a new clients but not willing to execute the transfer properly. You're not interested in even having a properly functioning key hand. That means you're truly have no concern for properties or tenant safety. The monthly cut is all you're interested in. If want your clients to be truly hands off learn how to a proper transfer of service. You can't have your cake and eat it too. Also looking at your review response track record, you spend a lot of time saying you have the incorrect company please remove your low review. You're about to hit 3 star level. The people have spoke.