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June 2023 by Kimberly Diggles
I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!
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May 2023 by Clara Youngblood
Melanie has been my trusted financial advisor since 2017. The authenticity and compassion she brings to our financial relationship are extremely therapeutic. I have learned so much from her and have built up a strong muscle when it comes to my finances and future. I pray she is able to impact so many more people through Urban Wealth Management and continues to create a trusting environment.
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April 2023 by Joanne Lee
I have been a client of Rene Nourse for over 30 years since I started my career! She listens, cares, and shares her advice and guides me to a better understanding of preparing for retirement. April, Rene's Sr. Registered Associate is outstanding and always responsive. As my career and life took me to different states I have continued my relationship with Rene. Now I live on the east coast. Rene's knowledge and expertise have allowed me to be financially independent. She is not only my wealth manager she is my friend.
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January 2023 by Norie Roeder
Millu Ramirez has helped me with financial planning for several years now. She has helped me to work towards achieving my long-term financial goals. I would not hesitate to recommend Millu Ramirez or any of the staff of Urban Wealth Management.
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January 2023 by Clare N.
I am so sorry to give this small business a poor review, but I had a very upsetting experience. With high hopes, I signed up for one of their programs, and in the first meeting with the financial planner, I could see that she was not hearing me or giving me the service I requested. I know that kind of thing can happen, so once I realized I was not getting what I needed, I simply requested a refund in writing. However, I spoke with the owner of the company, Rene Norse, and she refused to give me a full refund. She charged me over $400 for one meeting, despite the fact that I repeatedly explained why the service I received was unsatisfactory. I signed my contract in good faith presuming that I would get the service I requested. Because I didn't, I should not have been charged for a service I didn't want, even if the Contract said part of my fee was not refundable.I do not recommend this financial company. Instead, I hope you can find a firm that is willing to take full responsibility for unacceptable service instead of defending that service and refusing to grant a full refund.
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November 2022 by Maria Skilbred
I hired Millu Ramirez from UWM as my personal financial planner. After reviewing my financial statements, she helped me to set achievable short-term and long-term financial goals. I am thankful that I was able to find someone trustworthy, who deeply cared about my future. I highly recommend Millu as a Financial Planner to anyone who is serious about their financial future.
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November 2022 by Rozine theArtist
UWM compassionately helped me manage my finances when cancer turned my investments into an emergency fund. Before that, my desires and wishes were always listened to and heard. Lastly, the workshops, seminars, articles, and online presences are invaluable! Such a great resource, geared towards women, made by women. Highly recommend.
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November 2022 by Rachelle Kim
At the start of the pandemic, I wanted to take initiative and get better control of my financial situation. I got set up with Millu Ramirez. Millu has helped me set financial goals for paying down my student loan debt as well as invest for the future. Finances can be a touchy, personal, and sensitive subject but it was easy to navigate and delve into my situation with Millu. Millu remembers personal details and sends cards/gift mementos which is also a nice touch. She is pleasant to work with and disciplined me (in a nice way) to set myself up financial success. I also appreciate that UWM is a BIPOC female owned financial services business. Thanks UWM and Millu!
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November 2022 by Holly Gord
I have been a client of Rene's for 15 years. She is the best! She is engaged, informed and extremely smart. I don't know what I would do without her!
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November 2021 by PCEC Office
Rene and her staff are always looking out for my and my companies best interest. I feel appreciated, respected and well served by Urban Wealth. I highly recommend Urban Wealth and her team
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November 2021 by Ernie Fujimura
Always looking out for my best interests. Pleasant to deal with.
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November 2021 by Jeri Pauloski
I've been with Rene and April since way before UWM. They are responsive, receptive and professional. I can count on Rene to give good advice and April to provide prompt response to my needs. You won't find higher integrity anywhere.
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November 2021 by helen matson
I have been with Urban Wealth since its inception. All meetings have been professional and rewarding. Both April and Rene are very friendly and responsive.
