Great people, great service. Finally found a advisor I trust is looking out for my best interest!read more

KFG has been a great partner to my husband and me in our retirement. They are conscientious and…read morecaring, make you feel welcome and valued even if you don't have a great deal of money to invest. Each person in the group feels like a friend. And Annie is an added bonus! Carol & Chuck Tenorio

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

My dad started going to Laura McMahon at CPWA and I worked with her through my financial power of…read moreattorney with my dad's finances. I was impressed by her knowledge of the systems and setting up what my dad's preferences were based on his tolerance level. So impressed, I brought my investments over to her when I was able to without penalty. She listens to what your ambitions are and risk tolerance and Taylor's a program to what you are comfortable with. It can also be tweaked at anytime. I have since recommended her to several family members and friends. Note: They work through Wells Fargo Financial's portfolio and have a extensive number of options to choose from based on your risk tolerance. More than my previous financial company.

Timely, and competitive. Friendly reception and available for questions all year. He has done my…read moretaxes last five years

Mike Redford and his team of professionals have helped our family with our taxes for many years…read more They make the tax process easy!

Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After…read morediscussion, we jointly decided maybe we weren't a candidate for his services. He did confirm a couple of my ideas and also gave me a couple of really good suggestions as well as some direction on where to pursue more information. He did all this with open mind even though he wasn't going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help.

Firstar went above and beyond our expectation through our loan process and Courtney did everything…read morehe could to help my wife and I through the purchase of our home and answered all our questions, even the ones we had late in the evening. His advice and recommendations saved us a lot of time, worry, struggles, and money. His recommended insurance for our new home was so great that we switched our other coverages to that company. I can't thank him enough for the help he gave us that was far beyond any other company I've worked with in the purchases of previous homes. Customer for life here!

Hayley is amazing at doing my taxes! She is reliable, honest, friendly l, and most of all…read morehelpful!!! She always answers all of my questions (which I have a lot sometimes). She gives me great ideas on how to make tax season easier for myself since I have a business. I won't go to anyone else for my taxes!

Professional office setting - Accountant Hayley did an amazing job - Her knowledge base is…read moreoutstanding.

Brian Cable is truly an outstanding agent. He went above and beyond for us, guiding us every step…read moreof the way with professionalism, patience, and care. We are incredibly grateful for his dedication and support throughout the entire process. We will absolutely be referring our family and friends. Thank you so much for everything! From True Sharp Edge LLC

I cannot say enough about Trusted Horizon. We are so thankful we decided to give them a try. Brian…read morewas so kind and helpful, even when he discovered we had not insured our home enough. He was so hardworking to find us more insurance and yet was able to do it for less than we were paying elsewhere. Increasing our home insurance by $100,000, our auto was liability and he got us full coverage. All this and still saved us $1,700 a year. My wife and I really can't thank Trusted Horizon and Brian enough. Thank You, Thank You.