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October 2023 by Elizabeth Richter
We have been clients for almost 15 years. Could not possibly be happier with the "above and beyond" service we get from the Charlotte office. If you're looking for advice, accountability, and asset management from a firm with a strong biblical worldview, this is the firm for you.
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October 2023 by Laura Colwell
We have been clients of Ronald Blue Trust for several years and cannot say enough good things about our Financial Advisor, Michael Cranford. He is an expert in financial matters who is quick to respond to questions, is always well prepared for our meetings, and provides sound and timely financial advice. More importantly, though, he is deeply interested in our family and our well being beyond financial services, and it is simply a joy to meet with him. We look forward to many years of working with Michael to make the best decisions about our future!
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October 2023 by Brad Munday
Dan Grover at Ronald Blue Trust/ Financial Advisors has been a real blessing to my wife and I. Dan is not only a financial advisor, he is a friend and a Christian leader. His team is excellent and very concerned about doing a good job for us. I have referred friends to them and they have taken good care of them also. I could not give them a higher rating.
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October 2023 by Debbie V
Dan Grover and his entire team have been a blessing to me over the years. highly recommend this group. Big shout out to not only Dan but Sean Mackey as well.
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October 2023 by Terry Brown
Outstanding people and service.
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October 2023 by Billy & Pat Guin
Like a bright and steady beacon in the midst of a raging storm are our consultants, Michael and Josiah. They firmly adhere to Biblical principles and only tried and true godly wisdom pours forth from their mouths. We have experienced personal/emotional, spiritual and financial growth from our association with them. We are so very grateful to the Lord for leading us to them.
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September 2023 by GT Hopkins
Dan Grover and his team are incredibly knowledgeable and helpful. They have been the center of my team of advisors for five years and are the best people you can imagine. Competent, comprehensive services from compassionate and people-focused professionals. They are well connected and if they don’t know the answer they find someone who does. I can’t say enough good about them. I have referred my family to them and they are likewise thoroughly pleased. I hired them five years ago and haven’t looked back. You won’t either.
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September 2023 by joyinthjourneyfred
We have been blessed to be a client of RBT for nearly 25 years. We have come to consider our advisors and staff as family! We also view them as our financial pastors for the wealth of knowledge and wisdom that they have provided us over the years. In 1999 I could have never imagined that we would have been able to have such a Kingdom impact nor that we would have been so blessed through supporting and encouraging relationships to challenge us to grow spiritually. We are thankful for their wisdom in saving, investing, estate planning, tax minimization, longterm goal setting and planning. RBT has become a "one stop shop" for us on any financial or life change matter. There is nothing more comforting than to know that someone has already walked the path you are on before you and can readily help you avoid the pitfalls. Thank you RBT team; you continue to be a huge blessing in our lives.
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September 2023 by mightyarmr
Dan and his team have been an enormous help to me, my family, my businesses and our charitable gifts for about 10 years. Estate planning, tax planning and business directions have been right on!. I can't say enough about his help plus always being more than generous with his time whenever the need arose. They are trustworthy, dedicated, friendly and an expert team.
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September 2023 by Larry Burgess
Great experience with Dan Grover! He goes over and beyond to help us with financial matters! I would go no where else for this service! It is just outstanding!
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September 2023 by Jeff Ryan
Working with Ronald Blue Trust has been a fantastic experience. They share our values and perspective on stewarding our money. Brett Ryan and Dan Grover have been excellent to work with!
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September 2023 by Joan Perdue
I am so glad that I found Ronald Blue Investments to be my financial advisors over 20 years ago! As a widow, they have helped me in so many ways to depend on them to make the best decisions for my investments! I was so blessed to have Michael Cranford as my advisor. He is such a man of integrity who puts Jesus and his family first in his life…this helps me put so much trust in his advisements! Thank you for making the financial part of my life so much easier! !Joan Perdue
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September 2023 by Michael Hervey
My experience with Ronald Blue Trust has been extremely positive. Moving from my previous financial manager was seamless and very well organized. As we continue to work with RB through the retirement planning process I have found the experience to be very thorough and well designed. We are looking forward to having a rewarding, lifelong relationship with RB Trust. Michael has taken a personal interest in our financial well-being and his alignment with our vision of a biblically-based financial plan has been very rewarding.
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September 2023 by Joe Baker
have been ok but getting answers to phone calls sometimes takes several days
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September 2023 by Tim Pannell
Always prompt, responsive and diligent
