This company is one I recommend They are very professional…read morewith their service and want the best for your interests. I'm glad to have them as my financial advisor I recommend this company

I've been with them for 6 years. Very professional, honest, thorough, patient. I am completely…read morecomfortable and secure with my retirement accounts being managed by Way Financial. Blessed to have found them.

Danielle is very knowledgeable and personable. Very helpful and respectful. She does an amazing job…read moreand is not afraid to tell you the truth and provide you feedback to better your financial future!

I needed some financial advice and they reached out to me. I partook in some financial sessions…read moreafter they analyzed everything that I owned. Coming from an accounting background I thought I mostly knew what I was doing with my own finances, but my eyes popped out of my socket after they gave me some new ideas such as comparing a house vs. apartment investment. I am very satisfied with the information I received. I would highly recommend them again for my future financial planning needs.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Sharon Amick is an excellent Advisor. I am so impressed with her Professionalism and her scope of…read moreknowledge. Whether we are on the phone with her or in her office, she makes us feel as though we are important to her. She truly cares about her customers and their well being.

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.

I would not recommend this company to anyone. Their response time to filing my taxes was poor at…read morebest. Plus their final billing was over double what they originally quoted. When questioned about the final bill they took the approach of "too bad, deal with it." Now I am stuck paying more than if I had gone with another firm. Below is an actual response from one of their partners, Albert Nunes, about my questioning their invoices. "Before I take on a new client I usually try to do a back ground check but I didn't. The sad part is I should have" Is this the type of company you want working for you? I would think twice before I use their services. They will treat you like superstars to get your business and in the end... you are nothing but a dollar sign to them.

I can't fully express how grateful I am to have someone as exceptional as Dustin managing my…read morefinances. I've worked with other firms in the past, and none have come close to delivering the same level of results or care. While I won't go into specifics, my portfolio has grown significantly under his guidance--far surpassing what I experienced with previous "expert" advice. What truly sets Dustin apart is his personal approach. He takes the time to understand your goals, asks thoughtful questions, and offers recommendations that genuinely align with your needs. It's clear he cares about his clients and their success.

I had a great experience working with Dustin Roberts at DR Wealth. He helped me build my IRA…read moreaccount portfolio and made the whole process very easy to understand. He has great communication skills and took the time to clearly break everything down, including setting goals for the next 3 to 5 years so I know exactly what the plan is moving forward. What really stood out to me was the value he provides. He doesn't only do IRA portfolios he also helps with full financial planning, investment management, real estate, lending solutions, and wealth preservation. It feels like having a complete financial plan instead of just opening an account. If anyone is looking for wealth management, financial planning, or help building their financial future, I would definitely recommend calling Dustin Roberts at DR Wealth.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!