When I finally reached retirement age I realized that I had NO idea what to do with my retirement…read moresavings! Kirk Wald met with me several times and now my money is safely invested. He is knowledgeable and trustworthy. I'm glad that I met him

Kirk Wald has helped me with my retirement planning for the last three years. Kirk is as generous…read moreand pleasant as he is knowledgeable about this industry. I am very grateful for his guidance.

if you understand anything about investing in stock portfolios and managing risk you would see that…read morethe negative reviews are knee jerk by the reviewers. My account has done extremely well because I let the professionals keep my money invested when necessary and on the sidelines when appropriate while looking for strategic opportunities. These aren't put and take accounts. You only lose if you "get out" during rough economic times. Zach is always willing to review our position and takes the time to recognize my needs. Any moves made are made at the request of the client after consultation. My funds dropped in value during a down economy less than market averages and have recovered famously. All the negative reviews seem to be from people that were looking for short term gain with no concept of minimizing risk. (Not eliminating....) I feel that my family's funds are in good hands

They messed us up with annuities. And then tried to get us deeper with annuities. And then when I…read morehad my brother go to them, they didn't even double check to make sure he had a beneficiary signed onto his account. I had my brother go to him because I trusted that they'd help him because my brother is not financial savvy. Well, that really messed us up when he passed away. Because he had no beneficiary signed like he did his last place which they had him put beneficiary.. so in other words, they took no responsibility and I said what you're supposed to be a financial advisor to help people with that stuff and they said nope. So when my brother passed away, I should've been the beneficiary I was not and I had family members who never even talked to my brother in 30 years take his money. I'm not saying it's 100% their fault, but I trusted them because their financial advisors when my brother invested his money with them, they should've said who's your beneficiary. When I told them this, they took absolutely zero responsibility. I am no longer with them nor will I ever be.

I was referred to Penny Lane Financial to refinance for our home. They did not disappoint. Rosemary…read moreand Sadie were exceptional! They kept in touch with us through the whole process. What I thought wouldn't be done for at least 6 weeks, they were able to complete in less than 3. I will absolutely be referring them to anyone that asks.

I'm new to learning about personal finance but Sadie at Penny Lane Financial has been so helpful!…read moreShe talked me through everything I needed to know and I felt very comfortable. Cannot recommend them enough!!

Great for reasonably priced comprehensive financial planning. They try their best to be unbiased,…read moreor at least as unbiased as possible. Investments, home buying, debt management, real estate, budgeting, etc. Feel so much better having a plan.

From the owner: Joyful financial planning to cultivate an empowered and impactful future…read more We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.

Despite multiple moves across country, I have stayed true to Edward Jones. Specifically, their…read morefinancial advisor, Chris Breckon. That's right. His office is in Washington (state) and I'm in Washington (DC) and he still takes care of me. I am not rich by any means but regardless of how much money I invest (or don't invest) with Chris, he is ALWAYS there to help me out and answer whatever investment question I might have. Despite the ups and downs of the current economy he has always guided me in the right direction and my money has remained secure. Chris always gives me a call about once a quarter just to check in and give me a heads up on my accounts (I have a regular investment as well as IRA Roth). I usually tune him out because for the past 10 years he has never done me wrong. I completely trust him with my money. Regardless of your location, I would highly recommend him as a financial advisor. He is very personable and will help you regardless of how much you contribute. A trustworthy businessman!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

An amazing credit union! Truly appreciate the people who bank with them. Always Friendly!read more

I like this credit union. Good accounting. Some of the employees are not well educated about their…read moreofferings. I have been given inaccurate info twice. Most of the time I receive great customer service.

Benjamin at Briarwood Financial is personable, easy to talk to, and initially comes across as…read moresomeone you can trust. Unfortunately, my experience after working with him long-term was extremely disappointing. Throughout 2025, communication was poor and he was consistently months behind on my P&L reports. Deadlines and promises were repeatedly missed, and emails requesting updates or information often went unanswered for long periods of time. After becoming concerned, I hired a new CPA to review my QuickBooks records. I was informed that my books were not being maintained to industry standards. Accounts had not been reconciled. Taxes were not being separated from sales, bank accounts had never been reconciled, payroll journal entries for 2025 were missing, and deposits were not properly broken out into sales, tips, sales tax collected, and processing fees. There were also uncategorized transactions going back to 2024. When I realized the extent of the issues, I terminated the relationship and requested the work be completed before transitioning elsewhere, since I had already paid for these services. Rather than taking accountability, I was met with pushback regarding contract timelines despite the condition of my books. What concerned me most was learning that my taxes had been filed while my books were still inaccurate and incomplete. After disclosing my issues with the accounts, he advised he would clean the books up to match the tax return. I later received notice from the IRS that the filing was being held for review. Hopefully his confidence is valid and they don't find any issues. There were also issues with him not filing my quarterly taxes that were included in my service plan. He only entered one filing since we started working together in May 2024 but he never actually submitted it, resulting in penalties and late fees. Although I was told the fees would be covered, that did not happen until after I ended the relationship and raised the issue again. I understand mistakes happen, but this was a repeated pattern of poor communication, missed deadlines, lack of follow-through, and improperly maintained financial records. I would strongly encourage anyone considering Briarwood Financial to carefully review their books regularly and not assume things are being handled properly behind the scenes.

Briarwood has been amazing. They are very personable and understand how to help people. They are…read morevery knowledgeable and care!

Mr. Martinez is the best. Helps you to understand how the program works and he explains it in a…read moremanner where you can understand. He also responds to you very quickly and that's the thing that we like about him. He is very knowledgeable and has been in this line of work for a very long time. If you want someone to treat you like a family member, and someone to trust, then he is the person to see.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.