Kyle is amazing! His intelligence and knowledge in financial planning was astounding. He helped me…read moreto figure out a plan that worked best for me and helped me to feel comfortable with my finances. Very friendly person, will definitely be recommending him to friends!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

My personal experience with Roy Williams of Williams Financial Group was a costly disaster. He…read moreplaced my retirement funds into highly risky, unvetted investments and I lost $30,000. Beware.

I've been a client of Strategies for Retirement for over 4 years. The staff have always been…read morefriendly and helpful. Michael is very knowledgeable and available to discuss my personal investment goals. I am extremely pleased with the results so far.

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.