I walked in and before I even said anything the lady shook her head as if I was a joke. I then…read moreasked how old I would need to be to possibly set up something like an investment account, and since I'm so young they were completely rude about it. When I talked to them about how I was interested in putting in 150 a month possibly, they lied and said there was a minimum. I know this because I looked at their chart, and they even had the audacity to say it would cost 10-20k dollars to start, when investing is not around there at ALL. They then requested I leave and were just rude in general about everything. I do not recommend going here, please find somewhere else to talk to someone about your financial statements.

Jeron is a great financial advisor. He helped me with my Roth IRA. He answered all my questions…read morethroughly and isn't all business, he gets to know you. I'm glad I choose Jeron is be my financial advisor. I will recommend him to all my friends and family.

We are very pleased with Bella. She is always willing to help with anything she can at any time…read morethat she can. She is very wise and helpful. We would be lost. without her help. If you are looking for a financial advisor look no further.

Bella Youri is one of the top professional advisors in this area! She is on top of the Market with…read morean eye on real time events. Her foundational skill and wisdom goes well beyond her years. I trust Bella completely.

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

We have used Jeremy as our financial advisor for over 20 years. Cannot say enough good things…read moreabout him and Conversant Wealth Management. We can't imagine where we would be without him. You will be in the best hands with Conversant.

Jordan has been such a great help with my finances. From the very first meeting, he took the time…read moreto really listen and understand my goals. He explains everything clearly, answers every question, and makes sure I feel comfortable with each step. Jordan and his team are professional, friendly, and easy to reach. I highly recommend him to anyone who wants a financial advisor they can actually trust and enjoy working with.

Responsive to questions, experienced, and ready to help! Jordan is a great financial advisor that…read moretruly cares about his clients and their financial success.