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“We have been working with our investment advisors, Beecher and Jimmy, at Integrity Wealth Advisors for several years. Because we live out of state and travel often, we fully appreciate their ability to manage our assets wherever we are. They truly listen to our concerns and goals and respond quickly to our calls and emails. They are always prepared for every meeting, whether in person or over Zoom and give us updated information and reassurance that are financial plan is on track. We find this office to be professional, highly capable and strongly recommend them.
John and Deb Grafmiller”
“Fantastic group of advisors. They also cater to nonprofits, halving their usual fee and acting as caretakers of our funds. They are available, communicative, and responsive to any concerns or advice we seek. Couldn't be happier.”
“We love working with Laurent and his staff at Carrier Financial. We thought we were in pretty good shape for our upcoming retirement, but visited them for a second opinion. They showed us some excellent investment options and they were very professional {not pushy at all}. We chose to invest with them, because they presented us with options that were secure and helped us diverify and round out our retirement portfolio. They treat their clients with respect, which is greatly appreciated.”
“I hate the parking situation for this building but I've had nothing but great experiences every time I've gone to this location. Friendly, professional, and very knowledgeable staff. I have taken a free financial class here and I learned a whole lot about investing, retirement accounts, and what products the company offers. Through asking questions and doing further research I went ahead and moved my retirement account to schwab and have been very happy with that decision.”
“This is not much a review but more so a response to Karen R who gave Merrill Lynch at this location a 1 star rating. First of all, if Karen actually had a relationship with Merrill Lynch, she would have had her own dedicated Advisor at this location who would take care of the IRA distribution for her. All she would need to do is sign a distribution form or get on the phone with a Client Associate (the Advisor's assistant) for a verbal recording and she would get her distribution check within a week. The fact that Karen had to contact a general customer service number for this request and got different answers everytime was clear indication that she must have had an account at Merrill Edge which is an entirely different division than Merrill Lynch. The Advisors at Merrill Lynch work with a specific group of their own clients and only have access to their own clients' accounts so if a random client called in to request service, these Advisors would have no way to accommodate. Long story short, it's unfair to call out an entire company if Karen R. couldn't even tell where her money is at.”
“I have been going to this branch since it opened. I love the staff at this branch! They are all very knowledgeable. I had a tricky situation with an account a few months ago and right away Perry knew just what to do. Very impressive. Katie the manager went above and beyond to help me with my dad's accounts at the end of his life and I will never forget her professionalism and kindness.”
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“Al helped me to make some good financial decisions today. As always he is confident and knowledgeable and I’m very glad to have Darian and his team working for me!”