want to thank your team for helping us get a mortgage for our new home. it was a struggle but we…read moremade it thanks to you and your team

Please do not use this company. I was referred by them by a mortgage company as well. As a…read moregentleman stated you can do this your self if you have the time. I didn't have time but I should have done it myself anyway by making the time. My talked my husband into signing up and we paid $139 each. What they did was sent us over a list , which we already had from a mortgage lender. A few weeks went by almost time for their payment. I decided I wanted to see they had done on credit and learned they had not done one thing but sent me the list. When I sent an email to cancel they pretended they didn't receive it. I sent it again and I called and stated I was canceling the service. By law you have the right to cancel within 30 days of a contract. Plus, they are stationed in Colorado and if you don't live in Colorado they are out of your jurisdiction. Now they want to discuss things, for me there is no discussion because you broke my trust in your company. At this point Jennifer is livid because she wants that payment. I canceled my bank card and told my bank that if they try to take a payment I no longer approved them to take I would file a dispute. This is how you know if they did any work. I pulled my credit report that they had me sign up with identity Q. I'm then compared the first time I pulled the report with the most recent report and nothing had been changed, not even a wrong name on my report. Yes, they still want that payment but if they put it on our credit report I will fight them with Federal Trade Commission. To report that they are truly scammers. You can also file them with Bureau of Consumer Protection for any money that you have paid them. If enough of us file someone will listen. Do not listen to their threats and DO NOT ALLOW THEM TO TAKE YOUR MONEY. You can file all these complaints on line. Get a new credit card from your bank and cancel any card you gave them. I would have given them a zero if I could have.

Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Absolutely the best financial planner you could find. Lucas truly cares about our financial well…read morebeing. We've been working with Lucas for over 2 years now, and so far he has helped us successfully pay for our wedding (out of pocket) while still meeting cash flow requirements of day to day life. My wife and I have found especially helpful his keen ability to find clever ways of reorganizing debt for minimal interest while also making sure that the payments are affordable. His approach is truly catered to each of his clients and I can safely say that without Lucas' help my wife and I would be much more confused about our financial direction. We are looking forward to many more years of work with Lucas!

Lucas is an amazing financial planner and I would recommend him to anyone and everyone. He truly…read morecares about me and my family not just in the financial aspect but also us as people. We have saved so much money just in the short time we have worked with Lucas just by getting organized. I am feeling like our future is looking bright and full of abundance due to his guidance. I used to feel like I could do this on my own but I found that having a financial planner is well worth the investment!!! Thanks Lucas!

I have followed Larry Hubbard for many many years. I trust him completely with my personal…read moreportfolio. He and his team are constantly looking out for my best interest. I highly recommend him personally and professionally. He listens to your ideas and needs. He's the best.

I called.. they said they are not tax advisor.. i dont understand why they posted on their website…read morestated tac advisor.. the person on phone sound very rude!

Wendy has been our financial advisor for several years now. Always looks out for our best interest…read more Calls me when she thinks there is something that needs adjusting. Very helpful in planning for retirement and making sure we are on track. Glad we are in good hands with Wendy.

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.