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February 2025 by ron myers
Laura and Josh have been a blessing managing our investment portfolio. Laura responds within minutes to hours of my emails and always contacts me to provide any information I am asking about. Laura and Josh don't just invest and then sit back and see what happens, they are proactive in contacting us and suggesting modifications that produce higher returns. A big benefit is that Laura and Josh are just great people.
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February 2025 by Jim Hougnon
We have been with Fox since 2018 and have been thrilled with the service they have provided. We have worked with both Bill Fox and Josh Renfrow. Both have provided solid advice and management. The entire firm is responsive to our requests. The firm as a whole and all the employees truly have the heart of a teacher.
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February 2025 by George Patterson
We have used this firm for years now, always communicating with us. Check, double check, then triple check before sending, Thank you all for what you do.
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February 2025 by dianne vancura
We met Bill and Kem some 25 years ago when we were looking for someone to help us with investments. Bill listened carefully and clearly identified our needs. Over the years they have continued to bring innovative ideas to meet our needs. They are excellent stewards of our portfolio, always comfortable and easy to work with. We are very grateful to know them.
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February 2025 by Chris Moore
Very professional and proficient. I have been using Fox Alliance to prepare my taxes for almost a decade now and they always work in a proficient and timely manner.
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January 2025 by Scott Gordon
I've been working with Fox Wealth Management for several years, and I am a very happy client. Laura is always willing to provide advice and help with any wealth questions. The trust we've built and the personal relationship I have with Laura, Leilani, and the team is why I stick with them. I know I'm in good hands.
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January 2025 by Kristina Pekkala
Competent and professional advisors, so glad I found this firm through the Dave Ramsey network. I really appreciate working with Laura Cooper who is extremely knowledgeable and takes the time to explain her recommendations and delivers excellent results. She is a wealth of knowledge, highly recommend.
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January 2025 by Alicia Dover
Having used a big name investment company for years, we were hesitant to move to a smaller, more boutique style of firm. We were very pleased at our first meeting with Bill, Holden and Josh. Expressing a true interest in who we were, and our investment goals made us ready for this next step. Bill and his team have continued to work with us to provide high quality service and performance. Our review meetings will Bill are informative. He takes a great deal of time to explain our portfolio and its outcomes. His recommendations have been spot on for our particular scenario. We highly recommend the team at Fox Alliance.
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January 2025 by Linda Holt
I met Bill Fox 30+ years ago. Bill helped set up a simple IRA for myself and for employees of my company. We had about 25 employees who participated in the plan and Bill provided financial advise to each of them tailored to their individual goals. I retired two years ago and Bill has continued to help grow my husband's and my portfolio. We have found Bill to be knowledgeable, trustworthy, patient and attentive to our concerns and needs. He makes himself readily available for both in-person and in zoom meetings. I cannot write this review without complementing the staff at Fox Alliance (and especially Kem). They are so attentive, pleasant, patient and helpful anytime I call.
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January 2025 by Susan Bellonzi
Bill Fox earned our business the first time we spoke to him. We liked his easy-to-understand explanations of complex issues, and his low key, no pressure approach. We started working with Josh Renfro as our account manager soon thereafter, and found we equally enjoyed Josh's expertise and delivery. His automatic twice-yearly reviews keep us updated. Equally important, Josh is always happy to speak with us via phone, zoom, or in person when we have questions or ideas between those scheduled meetings. Though we're a small account by comparison to most, Josh always takes as much time as we request to go over our account and options. That's a rarity in today's world, and we appreciate it!
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January 2025 by fran stelly
I have worked with Bill for approximately 30 years. My husband found him when our kids were little. After he passed, Bill made sure I had full understanding of our portfolio and has taken very good are of it through the years. He is so knowledgeable on each account and keeps me informed before making any changes to make sure I understand what's happening and to see I I have any questions. He helped make my retirement smooth and stress free. I'd also like to say that Kem Yeary, Bill's assistant, is the best! She responds very quickly to calls and handles all transfers efficiently. And she's always so cheerful! All the staff that I've dealt with at Fox are ready to help whenever I've called. Thanks Bill and team! Fran
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January 2025 by Joseph Sturtevant
Bill and his team have managed my family's portfolio for almost ten years. They're easy to work with, have been very attentive to our wealth management goals, and have delivered great returns. Their tax prep group is also easy to work with every year. I highly recommend the Fox Alliance to anybody.
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December 2024 by Jean Paicurich Cole
My husband Michael and I have worked with Laura Cooper and Fox Alliance for years. She has helped us immensely. She is always available for questions or when we want to meet. Since I am not in the financial world, I am so grateful that no question is seen as unimportant and she explains everything in terms we can understand. We are flourishing under her guidance and management of our retirement.
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December 2024 by Michael dagerath
Fox Alliance knows what they are doing!! Great people, great service, great results! Each person I talk to and deal with are a delight. They have strong ethics and morals and are trustworthy!
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November 2024 by J. J. Smith
We have worked with Bill and Kem for several years. We are more than happy with the services provided. Communication is a strong point with this firm. Bill always makes sure that we understand the options he presents. We have not participated in any of the online presentations yet, but the topics are timely and interesting. Really nice folks who seem to care! Highly recommend!
