-
September 2023 by Elizabeth Dulebohn
Need more than 5 stars ! So helpful and patient to answer questions and find solutions.
-
August 2023 by Elizabeth D
Means Financial Group has been so helpful to find solutions and answers to all my questions. I cannot recommend then highly enough!! 10 stars...
-
July 2023 by Nancy Seibel
Very professional and also personal. Have full confidence in them.
-
June 2023 by Jo Hall
My meeting with Jerry was very informative. He and Jen were both so gracious as usual. It was a pleasure.
-
June 2023 by cliff spinner
Always great experiences
-
October 2022 by Joseph C
If you are looking for a financial advisor that puts you and your financial needs first, I would highly recommend ***** *****. ***** has guided me in the direction that was right for my current and future financial needs.If your looking to get rich quick, he is not your guy. But If you are looking for sound advice and want to create a solid plan for the future, ***** is your man.Thanks ***** for helping me secure a plan for continued income, as I retire.*** *****
-
September 2021 by Barbara Kinder
We really like dealing with Means, we feel like we are getting good advice.
-
September 2020 by Aaron Dains
Jerry Means promised to me and my family business that he would actively manage our accounts to minimize losses. Before the stock market crash and while everyone was posting record highs my account suffered. Before i fired Mr. Means and pulled my money away from him I had lost 24%. This does not include the fee that he took out on top of that. He did not diversify my account. He only had it in one mutual fund PWDIX which two years ago had lost nearly half of its investors and $3-4 off the purchase price. I did not receive any phone calls from Mr. Means or anyone in his office when or after this happened. He explained it away as market volatility even though the market had been steadily climbing for 3 years! (He only "explained" this after i called him!) He did not even do a yearly review of our accounts. If you have a small business and/or value you and your employees retirement money please do not seek the services of Means Financial Group.
-
September 2016 by Tim Reed
Greatness
