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October 2022 by Kendra Olson
We have had such a great experience with Outlook Wealth. The entire team was so helpful and professional in guiding my family and I through the whole process. The best professional team of wealth advisors!!
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October 2022 by Kendra Veit
Amazing company to work with, I cannot say this enough!! They have been so helpful and have taken the time to answer all my questions. If you're looking for a wealth advisor, look no further than Outlook Wealth Advisors.
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October 2022 by Eric Miller
Outlook Wealth Advisors is a very professional team of wealth advisors. Deena is such a charm to work with, and Michael, Allen, and Adam are all great. They are the real deal.
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May 2022 by Kristie Campbell
A well] educated and prepared firm ready to help my family grow the wealth to prepare for the future. Michael and his team are responsive to our needs and keep us informed about our assets and suggest changes to each our goals as the markets change.
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May 2022 by Susan Boone
Allen and Outlook Wealth Advisors have helped me navigate my finances after the death of my husband. I have been working with them for over 8 years. I so appreciate their commitment to my well being, their concern for me as a person, and the interest they have shown in not only my finances, but all aspects of my family life. I truly feel supported and am happy to be part of the business. Thanks!
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May 2022 by Bart Thompson
Quality, experienced team of financial advisors and wealth managers. Happy, friendly folks to work with!
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May 2022 by Stuart Derman
Extremely unhelpful and dishonest company! Do not have them manage your money.
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July 2021 by Susan B.
Outlook Wealth Advisors was recommended too me by a dear friend. I had recently become a widow, and needed some direction between February and tax day! After our first meeting I felt as though I may be able to survive the maze that had been suddenly put in my lap. I have been with Outlook now for approximately 8 years. Allen has done a superb job with my financial situation and has even allowed (actually encouraged) me to invest in "Boone's Farm" - with goats! He has always been available to answer questions and has the patience to direct me in the proper financial direction. I have "Retired Abundantly" with his help. Thanks!Susan
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June 2021 by Dwain Prochaska
We’ve been with them for about a year. Working with Adam Collins has been the best decision we’ve made. Posting now because what is going on this year and the uncertainty that can play into it can be hard.Adam has always been available and provided timely information for us. Would recommend always.
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May 2021 by justin sanders
Mr. Collins and the Outlook Wealth Advisors team are top notch. From my time being with them I have known about every detail that occurs with my account. The team goes out of their way to make sure that their clients are aware of everything that happens with their portfolios. Adam Collins is my wealth advisor and I have been very pleased with my returns and all that he has done for me.
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May 2021 by Taylor Stephens
I've worked with the Outlook Wealth team for years and trust them for professional advice and expert suggestions for my wealth management and asset allocation. Allen, Michael, Elsa and the whole team are A+ all the way. Highly recommend!
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May 2021 by Garrett Sullivan
I've had a terrific experience working with Outlook Wealth Advisors. Sound, wise advice during these strange times! I sleep better at night knowing they're managing our family's assets.
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May 2021 by Julia McClintock
I've been thrilled working with Outlook Wealth Advisors and am so happy that my coworker referred me to them! I've been a client for about 18 months and can't speak more highly of the whole team there.
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September 2020 by Joel C.
Outlook Wealth Advisors was recommended too me by a business owner and glad that I followed his advise and met with Adam Collins. After our first meeting I felt as though I was a million dollars investor by the way he was going to handle my accounts and placing safe guards of protection and being a "retiree" that meant a lot. I have been with Outlook now for approximately 9 months and they have done a superb job even with a volatile stock market and they keep me up to date on a regular bases.
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June 2020 by James Henley
I did not feel like Mr. Neuenschwander and myself ever had a clear line of communication. I felt like the fees were too high, and the plan he set up was not something I was ever happy with.We finally parted ways when I asked for access to my own accounts to move money around. He sent me an email a few weeks later stating that I have all my access back and if I need any more help with my account to call Fidelity.
