David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

Diana was very helpful and knowledgeable she went out of her way and went above and beyond she made…read morethe experience very enjoyable

I am here again sharing another huge disappointment with RBFCU! After the entire fiasco and…read moreinconvenience at this Credit Union, I encountered another issue tonight. I used my app as I always do to deposit a check from my partner, only to discover that I am now restricted from making mobile deposits to my account! The Fraud Department is completely out of control, and they continue to cause me inconvenience! I am dreading when my government annuity hits the bank; will they place a hold on that, too? It has been a nightmare, to say the least. I have written a formal letter demanding full reinstatement of my account and a formal apology from the Fraud Department!

My son held his trust at this place. The customer service was very poor because of #secreting…read more#witholding #runninguptheclock #notupfront. They were not kind to my veteran son. They messed up his money so very badly!! Do not put your money in this place! Not kind to my Vet!! Horrible place!!

My parent's estate's ended up here because Wells Fargo bought out Wachovia…read more Don't dare put your Money, Investments, Trusts or personal trust with this bank. INCOMPETENCY is all I can see. Nothing but lip service and a snail's pace outcome. Courtney Hall is leading the pack on our particular trust and she has NOT been helpful at all. DON'T TRUST THEM WITH YOUR MONEY!!!

We have been using Jim for a couple of years now. Our portfolio looks good and I know he is on top…read moreof it because I will get calls from him letting me know he is making an improvement due to something he is sees or hears about the market. We do a meeting about every 6 months to make sure we are on track for retirement goals. He is very experienced and been doing this for years. Thank you, Jim!

Move your money and let Jim help you! We have been with Jim for many years now and he has done a…read morewonderful job with our money, he has helped us grow our nest egg to an amount that we can look towards a comfortable retirement when the time comes. He also helped get our kids college funds to a respectable amount after our last advisor had let them set idle. Don't hire a young inexperienced advisor who has no money of his own and cannot show you a track record of successful investments. Financial advisors are at every corner even in small towns , but they are not all created equal. JIM has the back ground and experience to back up his opinions on where to invest, keep you money safe and grow your investments. I will never deal with anyone else !

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

My wife and I have had the pleasure of working with Rebecca for a little over a year and counting…read more She has helped us formulate an optimal exercise strategy while the company I worked for went through an IPO, re-aligned our retirement portfolio to better fit our priorities, and gave us sound advice on a wide range of topics -- from purchasing our first car to investing in cryptocurrency. Above all, she helped make a series of complicated decisions feel much more approachable and manageable. I have much more confidence in the state of my finances thanks to Rebecca and highly recommend her to others!

From the owner: I empower entrepreneurs and tech professionals as a financial coach and confidant, helping you grow…read moreyour wealth. Personal tax planning and stock compensation analysis are my forte. I love to share my knowledge with my clients and work with them to create a strategy they are excited to implement.

I couldn't be happier with Mitch Rentschler's services at Edward Jones. Mitch takes pride in what…read morehe does and is a great teacher as well. If I don't understand an investment he doesn't mind breaking it down for me to understand. That's exactly what I want in a Financial Advisor. Mitch follows up with me regularly and always takes my calls. I'm very much looking forward to the future financially that Mitch has created for my family. Thank you Mitch!

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

We had an absolutely wonderful experience working with Kristin Bailey and her team at LoanPeople…read more From start to finish, they were professional, transparent, responsive, and incredibly easy to work with. Buying a home can be stressful, but Kristin and her team made the entire loan process feel smooth and manageable. They worked extremely hard on our loan, followed through on everything they said they would do, and kept us informed every step of the way. What stood out most was their honesty and integrity-qualities that can be hard to find these days. Kristin truly went above and beyond to maximize our seller credits and delivered exactly what they promised. We always felt like we were in good hands and that they genuinely cared about helping us get the best outcome possible. We are so thankful for all of their hard work and dedication. I would 100% work with Kristin and her team again and highly recommend them to anyone looking for a lender they can truly trust.

I reached out to a couple of lenders to explore my options and ultimately chose to work with Max…read moreLeaman/The Loan People. I was assigned to Amanda, who was absolutely fantastic. She quickly reached out, got me preapproved right away and was incredibly responsive to all my questions throughout the process. We placed our offer on November 22 and closed on December 19. The team was able to get my loan approved and closed in under 27 calendar days, which included weekends and the Thanksgiving holiday so really around 17 business days when you think about it! These guys definitely have their process down. That said, the origination charges (processing/underwriting) were higher than some of the other lenders and when I requested a reduction in these charges, they didn't budge and instead referenced the points buy down, which, while in the origination category, is a seperate line item than the processing/underwriting line items. A younger version of me would have pushed harder on this to save a few hundred bucks, but I chose not to but definitely getting a mention in the review though so... *shrugs* Overall though, I would definitely recommend them, and especially Amanda, due to her expertise, communication, and efficiency.