Given that NONE of the "financial advisors" in this office are Certified Financial Planners, I then…read moredecided to take my $45M in newly inherited assets to a firm with actual Certified Financial Planners on staff. I called this morning and discovered that Park View Financial Advisors employ people who have been in the "financial [planning arena] for 9 years", yet who are NOT certified to provide financial advice and planning. This would have been shocking to hear if it were not so blatantly unprofessional to actually admit over the phone. NEVER NEVER allow anyone not certified as a financial planner have access or be allowed to control or manage your assets. However, do give Park View Financial Advisors a wide berth while holding on tightly to your money.

From the owner: Park View Financial Advisors specialize in helping individuals develop sound retirement strategies…read more If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Curt Loomis has been helping with my investments for over 15 years. He does a very good job and is…read morevery knowledgeable and friendly. His insight and ideas are very helpful. I would highly recommend him if you need assistance with investing and retirement planning.

Wood Accounting & Advisory Services is an outstanding CPA firm! They helped save my business a ton…read moreof money. Lew is very patient, professional and trustworthy. I would recommend him to anyone needing accounting services.

From the owner: Wood Accounting & Advisory Services, LLC specializes in helping people resolve tax and accounting…read morechallenges. We are focused, professional, dedicated and operate with integrity to help our individual and business clients with their tax returns, accounting, bookkeeping, payroll, financial planning and more!

When our family needed expert guidance to secure our financial future, Greg Lohr and his team…read moredelivered. They took the time to understand our unique goals and crafted a tailored investment strategy focused on generational growth. Their professionalism and personalized attention set them apart--we never felt like just another client. For anyone seeking an advisor who truly prioritizes your needs, we can't recommend Lohr & Company enough. They turned uncertainty into confidence, and for that, we're grateful.

Twenty five years ago Greg Lohr helped my husband plan our future…read more Today we are are well taken care of because he sold my husband our Long Term care policies and our annuity. From both of us, we are so grateful for Lohr and Company and their connection to our community. Thank you for always being there to help us through the difficult times in our life. You are truly a blessing from God.

Great experience after switching part of my 401k for the to manage. Wonderful experience working…read morewith Jimmy, Elizabeth and Suzie

From the owner: Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide…read moreyou with objective advice and comprehensive strategies. We take great pride in our professionalism and integrity, which have helped us earn the long-term trust and appreciation of the individuals and families we proudly serve.