Cancel

    Open app

    Search

    Townsend Retirement Specialists

    3.0 (1 review)
    Closed 7:30 am - 5:30 pm

    Services - Townsend Retirement Specialists

    Investment management

    Townsend Retirement Specialists Photos

    You might also consider

    More like Townsend Retirement Specialists

    Recommended Reviews - Townsend Retirement Specialists

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of L T.
    0
    61
    6

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Townsend Retirement Specialists

    You might also consider

    Verify this business for free

    People searched for Investing 357 times last month within 15 miles of this business.

    Verify this business

    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    CBD, Northwest

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Kent Zeidman - Ameriprise Financial Services

    Kent Zeidman - Ameriprise Financial Services

    (1 review)

    If I could give Kent Zeidman 10 negative stars, I would…read more My Mother invested all her funds with Ameriprise and Kent was her financial advisor.If he was any kind of professional, he would have advised her never to allow one person to manage every penny of your life savings. Everyone knows that. After my Mother died, Kent would not pay the bills for my Fathers care in an Alzheimer's Facility and he did not pay his Kaiser Insurance Premiums, so his Health Insurance Policy was cancelled and the Alzheimer's Facility was communicating to myself and my family the severity of the delinquent account that was months past due. We quickly found a trustee and when Kent got around to turning over the funds to her, she paid all the delinquent bills and Kaiser was understanding enough to reinstate my fathers insurance. My Mother had communicated to Kent that he was welcome to go to my Fathers cabin and fish. Since he thinks he is so deserving he not only took her up on her offer, but was there almost every weekend with his sons and wife and a few of his buddies as well. He took the boat out without any consideration for my family and not once did I hear a thank you from him. My Mother was nice to offer this, but as a professional it makes him look pretty bad taking advantage of a family who is paying good money to manage funds. I have no respect for this unprofessional, unethical thing. Do not allow him to manage any of your assets. I am hiring a CPA to audit his performance in order to determine my Fathers total loses due to this idiots incompetence.

    Townsend Retirement Specialists - investing - Updated May 2026

    Loading...
    Loading...
    Loading...