-
November 2023 by Jonathan Burch
I have a wonderful experience with Cardinal Hill. The team's intelligence and approachable nature sets them apart. Their trustworthiness creates a refreshing contrast to larger financial management firms. Choosing them is a wise decision for a personalized and enjoyable wealth management journey.
-
October 2023 by Christopher Sass
Great experience! I'm not exactly the type to think I need wealth management (rich) but Robert and his team made me feel extremely welcome! Despite my admittedly simple financial situation, gave some very solid and impressive recommendations. Would highly recommend reaching out to them if you have any questions regarding your financial future!
-
October 2023 by Rebecca Hagedorn
Went in with my mother and was immediately greeted by Brooke who told us about the firm. Jessie and Robert provided honest answers to our financial questions. They have interest and integrity in wanting what is best for their clients.
-
October 2023 by Crystal Tran
I have been with Jesse and Brooke for a couple years after my mom gave me stellar reviews. I just started working and I was anxious about how to handle my finances. Jesse was able to help me every step of the way in designing a good financial plan that aligned with my future goals. Now I feel more confident in approaching my future. I was first introduced to Jesse while he was at Edward Jones and I've been following him since.These are great people. They listen and provide great advice. Even as I am making new life transitions, they are ready to help me through the changes. I highly recommend their services.
-
September 2023 by Julie Wickel
To me the most important quality in a financial planner is integrity. Jessie, Robert and Brooke epitomize those who walk in truthfulness & transparency. Additionally, they are incredibly knowledgeable in their field yet able to communicate information in a way that is easy to understand. They are professional and promptly responsive. All around highly recommend Cardinal Hill Wealth Management!
-
September 2023 by Mark
Cardinal Hill helped start to finish walking me through a company buyout with some phantom shares and options involved. They explained all my options and best paths forward while answering all my questions throughout the process. I really appreciated the time they spent with me as this was my first experience with any financial advisor.I couldn't be happier with the customer service and really appreciate the peace of mind their expertise brings.
-
August 2023 by Blair Bost
8/1/2023 Update ...I continue to be impressed and extremely happy with the Cardinal Hill Wealth Management team. I met with them yesterday to review the portfolios performance and my investment goals.The tools that they use to forecast the flow of funds in retirement are excellent. Combined with the knowledge/experience of the team, I am confident that I have a clear understanding of my financial future.----------I have worked with Brooke, Robert and Jessie for several years prior to them creating Cardinal Hill Wealth Management. My assets have continually grown and the financial planning I received as I headed into retirement was excellent. In this recent bear market, my portfolio has significantly outperformed the market.Not only are they great at financial planning and wealth management, they are good people ... professional, personable and fun!!
-
April 2023 by Nanette Mattox
Jessie has been my financial planner for over 10 years. He is forthright, knowledgeable, trustworthy and down to earth when he communicates with me to help me understand my financial situation and goals.
-
April 2023 by Nathaniel Howell
One of the things that impresses me most about the Cardinal Hill team is their personalized and thorough approach to understanding your needs and goals. From there they build a custom plan that is specific and unique for you - and provide great insights and advice — and most importantly a plan with goals and objectives to execute and track against. They also have great tech and financial modeling capabilities so objectives are not anecdotal. Highly recommend.
-
February 2023 by David Shamlin
I highly recommend Cardinal Hill for any one looking for quality financial planning from a team that values helping their clients realize not just their financial goals but more so enables their clients' financial foundation to achieve their life goals.I started working with Jessie, Brooke, and Robert about 5-6 years ago after my parents began working with them to manage their retirement accounts. My parents were more enthusiastic and happy with the them than any other financial planners they'd ever had. It isn't hard to see why: Jessie and team place maximum value on client relationships and it shows; they place equally high value in trust. They are adept at what they do; they are clearly knowledgeable and they effectively apply that knowledge with each client's individual needs and best interests in mind. They are warming, caring, and generous; and I truly look forward to and enjoy each interaction we have.
-
December 2022 by Katherine Falkiner
We have worked with Jessie Harris at Cardinal Hill Wealth Management for many years now and have found him to be honest and genuine, traits not always found in money managers. The team of Jessie, Brooke and Robert truly have their clients best interests in mind. They touch base often, are detail oriented in their work, and are tuned in to our lives enough in the short term to keep a watchful eye out for us on our long-term goals. When life changes happen we feel comfortable reaching out to run scenarios by Jessie for his advice and counsel. The team definitely does their research and are on top of the market and ahead of trends as much as humanly possible. We truly recommend the team at Cardinal Hill should you have any financial planning needs.
-
October 2022 by Mary Pearce
I sleep well at night knowing my financial future is in the secure, professional hands of Jessie Harris and his team at Cardinal Hill Wealth Management. I, also, appreciate the care and concern they have for my family. If you need a financial advisor you can't go wrong with Cardinal Hill.
-
October 2022 by Courtney Rogers
The team at Cardinal Hill is great. Knowledgable, trustworthy, and personable. We've invested with these guys for multiple years before they started Cardinal Hill and they always took great care of us. We highly recommend them!
-
October 2022 by Kolby Tuck
This team is elite. Jessie and his team know what they are talking about and above all they go the extra mile to make sure you do too. Not only will they solve the problems you have but will also show sincere care about you and the way they go about those solutions. Active listening is not a skill that is lost here from the Cardinal Hill team. You will be in good hands.
-
October 2022 by Matt Strobl
Anyone looking for sound financial planning and excellent service should reach out to Cardinal Hill Wealth Management. The trust they’ve built with us over the years stems from strong performance as well as a genuine interest in our family. I look forward to working with this team for many years to come.
