I've been working with Nicholas Pension Consultants for approximately 5 years as a plan…read moreadministrator. They are knowledgeable and professional. I truly appreciate that the reps, especially our rep Jean, are highly responsive and easy to communicate with. They are great about providing direction for tasks I need to complete and always available to answer questions. We are very pleased their level of service. Additionally, their service portal is easy to navigate and accessible 24/7.

I have been working with Nicholas Pension Consultants for many years and recommend them to others…read morefrequently. Very high standards of service and professionalism.

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Chris is an amazing person to work with. He has guided us flawlessly with our retirement goals…read more You're just not a number to this firm, you are family! Thank you

Lauren will always explain her rational for recommending an investment strategy for you. She will…read moretalk in depth about the calculations and software she uses if you want to. Explaining the details is important to her. After she presents her recommendations, she does not pressure you to make changes. You're investing in your future. You have to feel good about making the moves she suggests. She understands that.

I have used Kimmy's services for the past three years. She always explains everything in detail and…read moreis extremely patient. Her hard work and thought process has saved me thousands of dollars and I appreciate that she is always honest. I recommend her services to anyone that has any questions about anything financial related!

From the owner: KW Wealth Management is a registered investment adviser. We offer ongoing portfolio management and…read moreFinancial Planning services based on the individual goals, objectives, time horizon, and risk tolerance of each client

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

Don't believe their fake good reviews! This place is a joke. You pay $50 a month for "debt…read morecounseling". For what each month, I am not sure. I also have a recorded call where the lady says the debt will be removed from my credit. Not they say that is not true. Over a year and still no resolution on one account. I am not paying $50 for nothing!!! Give me my money back for services not rendered.

The biggest mistake I did trusting is this debt buster they don't help get out debt they let you…read morecredit cards go pass90 days and they ruined your credit my husband and paid 1 1/2 and when we ask what done they only paid them self and very little go paid your debt I don't recommend they take advantage of people

Poor management non transparency. I get different answers on the values of my investments. Every…read moretime I meet with them. Nobody seems to know what's going on. I've been told that I don't have any money in some of my companies that I've invested in when I clearly do. I don't trust them. I've been trying to make a withdrawal from one of my iris for nearly 6 months now without any results. They keep telling me that private equity disbursements are based on companies selling stock so I guess when I'm trying to get my money from is not selling stock? That's much BS

5 Star Service. Stephanie Mearse and her team are fantastic. Everyone I have worked with has been…read morevery knowledgeable and helpful. They have frequent Zoom meetings where we get to see presentations from the companies we are investing in. I think is valuable to hear the goals and future plans from the companies I'm invested in. I know my retirement plans are in good hands. I would highly recommend Desert Capital to everyone

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.