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“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.”
“We are in our 70's and totally ignorant of how to sell old gold jewelry and we had heard the horror stories. We were a tad nervous about the process. Per their website's request we made an appointment with a very nice man named Jeff who helped ease some of our fears. When we got there, we were immediately greeted with a smile and welcomed. Because we had an appointment, there was no waiting. Everything, and I mean everything, was upfront. The procedure was explained, prices were posted, we could see the scales. Anything rejected was explained why. There was no pressure to sell after the offer was made. We did sell to them and left feeling wonderful and well informed. It was a great experience. We would recommend them to anyone.”
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
“Very positive experience at this Charles Schwab branch. I needed a service and had difficulty finding it at other firms. This location was very helpful, as I was able to walk in without an appointment to resolve my situation. The the gentleman at the front desk was very friendly, professional and helped to take care of my issue in a timely manner.”
“Wendy Wells has been incredible to work with. She's patient, has met with me many times to cover the same retirement issues, she is patient when explaining Fidelity's tools and helping me find what I need to tinker with different scenarios. She's not pushy for what investment vehicles to use and is always willing to take my call. Her team is fantastic about responding quickly with the information I need or help moving money where I need to. Can't ask for much more than this. I highly recommend her and her team.”
“Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance.
Thank you for your time Mike!”
“Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”
“We spent 1 1/2 hours yesterday with an advisor named Jordan. We found him to be very efficient, professional and very informative. We like that with Fidelity, we have an actual person to meet with. With Vanguard, we don't have that option.”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
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“Scott is so helpful!
Always super happy and friendly.
Very thorough and detail oriented.
Always a pleasure working with him.
He has a very uplifting personality, always smiling and easy to approach.”