horrible trying to reach someone there. Automated machines. Can't find advisor Me I think I will…read morefind someone else that can be more helpful. Another company that has actual people that answer questions.

Courtney Sackett is truly a MVP! This review is a year late…read morebut my mom transferred her accounts from another institution to Schwab and Courtney couldn't have been more pleasant, knowledgeable, none judgmental. After she got my mom set up Courtney even helped me set up a account and helped me understand how it works. If you are looking to open an account, have questions or just want someone who won't leave you feeling icky ask for Courtney!

My account does not register a new balance. I got email confirmation on 12/23/25 that my money was…read morereceived yet it does not show a new balance. The notice did give last 4 digits of my 2 new accounts with Fedelity. Also can not open my account online saying new password no longer is correct. Now a long wait for phone their phone to answer. Not good customer service.

Met with Jasmine Boyden, she was very helpful automating my retirement contributions, planning for…read morefuture investments, and helping me max out contributions. She made the complicated process easy and stress free. I really appreciated her showing me how to use the Fidelity system and then completing the tasks.

This company continues to to call I have never interacted with them about a loan, I asked to be…read moreremoved too many times and they continue to call me, I will be reporting them to the BBB and for constant harassment.

Garbage business. Won't stop calling. Have a button to press if you want them to stop calling…read more It doesn't work. If you try to tell that to one of their sales reps, they just hang up on you.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

Jay started off great, helped our son stay focused on applying and talked about fit. However, as a…read moreself employed family we really wanted the financial advice he said he could give us, but that never came to fruition. He never helped us negotiate an offer, we had to bug him for 3 months to fill out the FAFSA/CSS Profile, which is a part of the services we paid for. He told us he would put together an "apples to apples" spreadsheet with all offers our son received. It took us FOUR months of asking for this to receive the correct information. The first several we received had colleges on it we never even looked at, much less applied to. Many emails and phone calls went unanswered. We finally gave up on his services. He doesn't even know where our son decided to go to school.

Jay with Solutions for Tuition is brilliant. Had I hired him to review my CSS/FAFSA rather than…read morevisiting after I submitted, my kids would've gotten more financial aid. He was easily worth the hourly fee and saved me many times that amount in college tuition for my twins. With one child at Whitman and one at Smith, Jay was able to provide me direction, explained an error from when I filled out and submitted the FAFSA/CSS, and gave me terrific advice for how to handle the error with each school. He even knew the difference between how the two schools view my assets so I could make better financial decisions without adversely impacting my kids' financial aid. As a single mom getting the kids through school, his help was invaluable. I feel fairly financially savvy. Yet, I took their questions too literally and made a mistake on the FAFSA/CSS that cost my kids money. He has mastered the insanely complex world of financial aid. I cannot recommend Jay enough.

The JH Advisors team made something as daunting as finances, not so daunting! A friend recommended…read moreJo-Ann, and we are so happy they did. We were able to get up and running quickly, have had excellent communication, and additional opportunities for education along the way. It has been a fantastic experience!

The JH Advisers team was welcoming, understanding, and offered practical suggestions and referrals…read moreto improve my financial status. They were patient and answered my questions and inquired about my situations with sensitivity and reassurance. Their body of knowledge and willingness to refer me to other experts gave me confidence and equipped me to take the next step. I am so grateful to have met them and include them in my circle of supportive experts!

Ken Perin and all the staff at FFG are great. When I decided to retire I was somewhat cautious…read moreabout contacting any financial advisor because I had heard some pretty negative accounts from my friends and co-workers. Thankfully I listened to one of my friends who had joined the FFG family for his retirement financial plan. Ken took the time and patience to understand my lifestyle and future financial needs. I feel very fortunate that I listened and learned from Ken just what my financial goals were. In the sometimes confusing world of financial investing I feel lucky to have a person like Ken Perin as my financial advisor......and my friend. Thanks FFG for all you do.

From the owner: We help simplify your financial plans so you can focus on what's most important in your everyday…read morelife. For clients who realize it's time to get serious, we help you prepare for your future. You know you're progressing towards your financial goals with an experienced professional by your side. Financial Foundation Group helps you gain the confidence of knowing you have a financial plan that is both comfortable and in line with your goals and objectives. Whether conservative, aggressive, or in between, your personalized financial plan is developed specifically for you from our research and insight into the thousands of investment, insurance, and legal firms we have access to.