Overzealous sales calls - they appear to rotate phone numbers to defeat call-blocking.read more

They consistently underperform the market while charging a 1.5% fee. Also they put you in their own…read morefisher funds to collect annual and maintenance fees. They claim they are a fiduciary but clearly they are not. I closed my account after 10 years, they did me no benefit.

After years of neglect, my retirement plan was in tough shape. After conferring with co-workers…read morethey highly recommended I speak with Pia Meyer. At our first meeting Pia put me at ease with her knowledge and common sense investment advice. We have continued to grow my portfolio and I couldn't be happier with its direction. Pia has always been available to answer my questions regarding existing trends or emerging markets in investing. She exemplifies outstanding professionalism within her field while guiding me throughout my investment/retirement plan. I'm thankful to have Pia Meyer as my investment partner and advisor.

Pia helps me with a retirement account for myself and my employees. Pia is very knowledgeable and…read moretouches base often with updates, information and just to check in. Both my team and I appreciate Pia and we also appreciate the fact that our investments are earning an above average return. I would be happy to recommend Pia and her team (Bethany) to anyone.

Mike has been my financial adviser for about 8 years now. He was recommended to me by a friend…read morebecause of the way he takes time to personally engage with his clients and walk them through all options for their desired future outcomes - including pros and cons of each one. This was very important to me, as I need to understand the why and the how behind the decisions I make. From the get go, I could tell Mike's heart was coming from the right place, and he truly had my best interests in mind. Krista joined Mike's team very early in my time with Mike, and she has been an amazing partner from the start. They've seen me through two home purchases, a marriage, a career change, and expanding my family. There are a lot of decisions to be made through all those events, and they've never let me down. So when Mike and Krista left their "large company" employer to start their own Wealth Management Company, there wasn't a chance that I wouldn't follow them. Once you find a trusted financial adviser, you stick with them. I would (and have) recommend Mike and Krista to everyone, especially those looking for someone to help guide you through your future, including all the changes that happen along the way.

From the owner: Together Michael and Krista possess an unstoppable and complimentary skill set in delivering an…read moreexceptional experience of investment and financial strategies. Their tested process delivers a unique, unbiased approach that respects client's needs and personalizes what it means to work with a team. Our goal is to understand your past, present and future and deliver a plan to achieve your financial goals. We believe Indigo Wealth Management will make sense in exceeding your expectations.

They are very transparent with the gold and silver prices as of today so I felt confident that I…read morewas getting the best value for my coins. Professional and very nice to me!

Chose them for their high rating here on Yelp. Got my scrap gold together, took my husband and off…read morewe went. Really didn't know what to expect, don't know how much a "gram" is. I know 28 of them equal an ounce. I did have an old WW scale and figured I might have 2 ounces. A 55 year old ladies watch, a couple of small gold necklaces and 6 gold dental crowns. Not all of it was gold, jewelry from my mom. Went in and I swear 15 min later it was tested, weighed and I walked out with a check that could pay for a cruise. Lovely people, patient, answered all my questions. AND FUN!!!

This review is only for the initial call. I researched a lot of different financial advisors and…read morethey were all pretty much the same. The difference between Lula Financial and the others I talked to is the customer service. You aren't going to get the typical "financial customer service" you're used to. Benjamin is going to talk to you like a person who needs a financial advisor and he'll use words you can understand. He might call your situation boring or lame but not in a condescending way. Talking to Benjamin was like talking to someone I knew personally, and I didn't even have to use my own customer service voice.

I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed…read moreto understand the best way to save for retirement. They did a nice job explaining the difference between all my options and the best way to lower my taxes. I don't think their recommendations were necessarily revelatory but they did a good job making things simple and concise without being condescending. If you just need some basic financial planning and investment advice, Lula Financial is great.

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

Our HOA has had an outstanding experience with Invest West Management, and I highly recommend their…read moreservices. We transitioned from another management company approximately 18 months ago and have been extremely pleased with both the company and our community management team, Corey D. and Nancy L. This year, our HOA board is almost entirely new, and we have relied heavily on their guidance and support during our transition. We have likely made more calls and sent more emails than the average board, yet Corey and Nancy have consistently responded promptly to every question and concern. Their professionalism, responsiveness, and willingness to go above and beyond have helped us successfully navigate the inevitable challenges that come with a new board. In addition to the exceptional support they provide to our Board, several homeowners in our community have commented on how refreshing it is to finally have community managers who respond quickly to calls and emails. Their level of communication and customer service has made a noticeable difference within our community. I highly recommend IWM and their wonderful team.

Horrible Horrible company. Unprofessional. They act like they don't know what they are doing. They…read moretell you one thing and then say another

Heather with Noram has been such a blessing for our small business. She is smart, efficient and…read morecommunicates where she is at. The best part is she charges a flat-fee so there are no surprise bills! That is something I can budget for. I highly recommend her to anyone!

Heather has been our bookkeeper for our two small businesses this last couple of years and we're…read moreincredibly happy working with her. She always makes herself available and is willing to invest her time into cleaning up any old school bookkeeping you may have been using (we were). It's comforting knowing that when we send our numbers for payroll and taxes over that she has them handled. That is a serious load off our backs. Thank you Heather!!

Axa Advisors take the time to explain to you - in detail - exactly what they want to put your money…read moreinto. While I only have an IRA with them, AXA offers various types of insurance, investement strategies, annuities... you name it. The staff is for the most part young and beautiful, with brains to back it up. I guess they all receive extensive and ongoing training so as to know how to best serve their clients, and to keep up to date about the latest products and trends. I've always felt confident that my advisor was looking out for my best interest, rather than being overly interested in a fat comission check.

Without a doubt, I would refer anybody looking for a financial advisor to Christine and Lisa at…read moreAXA. I met Christine at a women's business networking event and had informed her of a rough tax problem that I've been having for some time. The next day I received a phone from her and the rest is history! Being a young, small business owner I have had to educate myself along this journey of being an entrepreneur and make many mistakes. They are helping me make some educated decisions to set myself up for a strong financial future. I have never felt pressured into any decisions that's not in my best interest. They are 100% about building a long term relationship, educating me and setting me up for success. They are helping me find a small army of professionals to keep in my corner. They are pure joy to work with!

My partner and I have been working with Ben for about a year now to help us get our money stuff in…read moreorder and would recommend him to anyone needing a clear, easy-to-follow plan for all things finance. The upfront cost is rough, but absolutely worth it, especially if you stick with him. He's accessible as much or as little as we need him and after every conversation, we have more clarity and confidence (imagine!) about what to do next. He follows up with a few pieces of homework and if we get stuck, he helps us do the thing step-by-step (like opening a 529 for our daughter). He's funny and calm, and 100% uncomplicated, which is like a diamond in the rough in the land of financial advisors. 10/10, highly recommend.

After chatting with Ben I found him to be supportive, frank and upfront. All great things in a…read morefinancial advisor! He spoke to me as a human in terms that were easy to understand and provided clear guidelines for helping our family achieve our financial goals.