My wife and I meet with Tom for a consultation for our future money concerns. We were referred to…read moreTom by a family member. Tom could have not been any more helpful with our meeting. He was very informative and his knowledge was very helpful. He gave us great advice on our current investments and explained to us what we can expect for our upcoming future. This was all done complementary and we felt totally not rushed and so comfortable with Tom. He explained how future meetings would benefit us. We determined and with his agreement that we were on a great path and a future meeting would not be needed till a few years from now. He was polite and most important honest in our assessment. We will 100% contact him in a few years. From our meeting I would highly recommend Thomas.

From the owner: Financial Advisory Financial Investment…read moreFinancial Insurance

Don and his staff are the best when it comes to financial planning services. He gives honest…read moreadvice, always picks up the phone when I call, and doesn't try to sell me something I don't need. I have trusted my business IRA and personal assets to him for almost 20 years now and have never been dissappointed.

I'm really disappointed. I feel like when I contact them, I'm being a bother. It is MY money,…read moreafterall. I asked that some stock be sold, which was done. Then later on, in the week, Thursday morning, first thing, I asked that a check be overnighted to me. I was told that it couldn't go out til Friday, and wouldn't be delivered until Saturday or Monday at the latest. I really needed that by Saturday, so I sent an email on Thursday, but no response until 4:55 p. m. on Friday. I really am a nobody to them. Sad.

After working with this financial planner for almost 15 years my family and I were transferred to…read moreanother financial planner because we weren't paying an annual fee for financial planning??? His words. Apparently even though we had a Roth ira, life insurance policies, and 529 plans set up by him our family was still not annually setting goals and paying an annual fee. In which case my thoughts were they receive annual fees from setting up these accounts. Who knew?? All I know I wish Mark would have better educated myself and my family on this after being my financial planner since I've been 18 instead of flicking us off his books like we were unworthy of his expertise. That's okay I needed a more tech savvy person that would meet my middle class milenial ways I guess.

Mark Sutton has managed my investments for years now. He has a lot of experience. Mark is very…read moreresponsive... if you should need anything he always gets right back to you. Mark will regularly meet with you to make sure your investments still meet your needs. Also he will let you know what he anticipates for the market ahead. I would highly recommend him to anyone in need of a Financial Advisor!

I filled out all information and scheduled an appointment a week in advance. I work from home so I…read moreonly had a small window to speak with someone. When I didn't receive my call at the scheduled time I called them. They told me my appointment was actually later in the day and he was busy. I asked if they could call me back, since this was their error, when I was off work. They told me they could not and decided my business was not worth their time. I would not recommend.

ONE WORD: Superheroes! I beg you to consider no other when you go to pursue financing to purchase a…read morehouse. I had started with another mortgage company and due to their apprasiers my deal was looking like it was going to fall through. I had started 45 days out from expected closing, and was now down to TWO WEEKS. Now I am sure this isn't typical, but these guys PULLED IT OFF IN 2 weeks!!!!! From the minute I walked into their office I was greeting by a super sweet receptionist who offered me everything but the kitchen sink. Every single person I met and worked with here was so helpful and enthusiastic. It was like being part of the greatest team ever. They explained everything, which was important to a first time home buyer. They gave me lots of updates and never left me wondering where I stood. Once again as I sing their praises from the mountain tops, from the comfort of my gorgeous new home, THAT STILL CLOSED ON TIME, I tell you, USE THIS OFFICE!!!!!