Dan Schutte has given me the peace of mind in knowing that my finances are now being managed by an experienced, professional financial advisor. It can be overwhelming and daunting not having a financial plan for your family and yourself, but Dan took the uncertainty out my future and gave me the direction I needed. Dan took the time to listen to my financial long-term goals and to get to know me. He is always quick to respond to communication while continuously being professional, courteous, and very knowledgeable. I honestly always thought that you had to have a significant amount of money to work with a financial advisor, but that's not the case with Dan's firm. He worked with me to set financial goals that I was comfortable with. I am so grateful to Dan for the direction he has given me in building my personal financial well-being and knowing that I am planning for my children's future. I know that he is there working for me and has my family's best interest at heart. I highly recommend Dan's financial services with the utmost trust. read more

Dan has proven to be an invaluable asset to our young family. Unlike many advisors who exclusively cater to high net-worth individuals, Dan's assistance has been instrumental in preventing our financial downfall. He has shown genuine concern and has offered exceptional service at a reasonable cost. Furthermore, his unwavering professionalism is evident through his consistent follow-ups, making us feel assured that he genuinely wants our financial prosperity. Collaborating with Dan is undoubtedly a wise decision. read more

I have been looking for the right person to trust for my investments. Dan took the time to walk me through all of my questions and gave me the space to think about how/if I wanted to proceed. I loved that he choose to educate me on potential investments, versus selling me on them. I have seen incredible growth in the last year and am so grateful to be a part of his strategies. I believe I can reach my finance goals with his help and am excited to pursue them with Schutte Financial! Thank you Dan! read more

Daniel Schutte has been exceptional in helping me set up my financial retirement. He has been patient with my very busy work schedule and always had time for my many questions. He responded quickly and thoroughly as he explained each step needed and when. Daniel kept me on track, helping to complete the process in a timely manner. I so appreciate his professional knowledge, time, personability and integrity. I only wish I had started with him sooner. read more

Dan has been such a valuable asset in our early investing career. My wife, Bethany, and I have always been quite risk-averse, but Dan was able to put those fears at ease and come up with a very diversified investing portfolio. He is always a text or phone call away if we ever need anything or have any concerns/questions. He is extremely knowledgeable, and we are at ease knowing he is our financial advisor moving forward. read more

We found Schutte Financial when searching for a new adviser. We interviewed 5 advisors but none met our situation as well as Schutte Financial. Dan is a knowledgeable financial advisor and willing to help with our needs and circumstances. With Dan you get individual attention and focus. It's great to see all the tools and technologies you get you use with Schutte Financial and it really helps streamline the process. read more

Dan has been tremendously helpful to our young family. Too many advisors are only for high net-worth clients, and working with them would have (ironically) bankrupted us. Dan took a personal interest and provided us with excellent service at a fair rate. What's more, he's a consummate professional: he is constantly following up, and it feels like he cares about our financial success as much as we do. Work with Dan! read more

Dan was amazing while helping me figure out my financial future. He helped me set goals that let me know what the future will hold. He also brought guidance into investing. He met when I wanted and was very flexible. The customer service he provides as a financial advisor is the best that I have dealt with. I am comfortable in trusting Dan with my financial future and plan to refer anyone who asks to him! read more

From the start, Dan has been incredibly thorough and attentive to our needs. His quick responses made the process of starting with him and moving some of our accounts around very easy. Dan's expertise and approachable demeanor make him a standout professional in his field. I'm excited about the future and confident in the direction we're heading with his guidance. Highly recommend! read more

Having Dan Schutte as my financial manager has been a huge blessing already! As a younger investor who just got married, I am very appreciative that he is so willing to share his extensive knowledge and experience. He is a great listener, and I feel like he really heard what our future goals are and made his recommendations specific to us. Thank you so much Dan! read more

number of misleading/disingenuous experiences with fee-only financial advisors who really ONLY want to upsell to an AUM model, Dan was genuinely great. I only needed an hour of advice for some specific retirement planning - that's exactly what he gave me. No bs, excellent advice tailored to my exact need. Thankyou for delivering exactly what I paid read more

Dan is a great advisor and has exceptional investing products to help our family meet our financial goals. He is professional, thoughtful, and treats each investment as his own. If you schedule an informational meeting, he will listen to your goals, and provide detailed explanations of options for your investments. I would highly recommend Dan! read more

Dan Schutte is a breath of fresh air. In a world of being sold where trust can be a limited commodity, he was the opposite in every way. He genuinely cares about me and helping me achieve my financial goals. His expertise and attention to detail is unmatched. I could not more highly recommend working with Dan. read more

What a terrific experience my wife and I have enjoyed with Dan, he is truly a consummate professional! He listens to your needs and wants, is extremely knowledgeable, and guides in a straight forward path. We are blessed to have him as our financial investment advisor. Jeffrey M read more

I highly recommend Dan. He is patient with loads of questions and is willing to have a long dialogue in order to fully understand our particular situation and long term goals. Thanks Dan for taking the time to help us accomplish our goals. And Thank You for serving our country! read more

Dan was very instrumental in helping develop a financial plan for my wife and I. We were able to set goals and develop a plan for retirement and provide for our son's education. I highly recommend Schutte Financial for financial planning and investing. read more

Working with Dan has been wonderful. He has been very helpful in providing great tools for financial success. He is a great communicator and is always available to answer any questions no matter how small. read more

I have really enjoyed working with Dan so far. He has been a great teacher and is more than happy to answer my every question. I'm sure he has many clients, but I've always felt like a priority to him. read more

It is clear that they know what they are doing and can be trusted. Dan is extremely knowledgable and trustworthy. I highly recommend using Dan's financial expertise to help plan your future. read more