I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

Mercer Advisors helped me negotiate through learning to manage my portfolio with confidence and…read morepeace of mind as a widow and recently retired teacher. I trust their professional advice and appreciate their prompt responses to my questions. My portfolio is up and retirement rocks!

This company gives great financial advice and helps us achieve our financial goals!read more

Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

I spoke to three people on the phone today in order to initiate a withdrawal from my traditional…read moreIRA. Two of them were extremely patient and knowledgeable. The first woman helped me up to her level of expertise, then transferred me to Fred who was knowledgeable , but neither patient nor kind. Then I was told to call the IRA department and spoke to Eric They all helped me to walk thru the process to do a sell from my account. Then one of them mentioned who my beneficiaries were. One has died. So , Eric helped me navigate to the page where I could change beneficiaries. In other calls, prior to today, the people have also been helpful.

Think or swim trading platform Horrible! Street smart edge was great & easy to use. This is…read moreridiculous- impossible. Hate it - they need to go back to old platform. Been with Schwab 20+ yrs - was the best Until TD merger- now very poor. Looking for a new brokerage

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

My wife and I have used Scott for years. He is a great guy and always takes time to explain things…read more I have been very impressed with him. I feel he really has our best interests at heart.

Scott Campbell has advised and shared his financial knowledge with me for 18 years. I'm looking at…read morealmost 79 yrs. and am rest assured he will keep me financially comfortable and safe for however many decades I have left.

We were so glad that we went with Vista Lending for the mortgage for our condo!…read more From the get-go, Dany collected the information needed to guarantee that our loan would be approved even though we were turned away from other big banks. After we were in contract, Russ, Dany, and their team moved the process along SO quickly and smoothly, that the loan was approved in two weeks! Working with them felt so personal and it felt like I was with friends and not strangers behind the screen or telephone. I highly recommend using local lenders like Vista who can give you that personal touch.

Always recommend Russ and team when I meet someone looking to understand their options. The team…read moreare nothing short of superheros and make the complicated process of financing very simple.

I am leaving a review (which is rare) because my experience with Century Management Financial…read moreAdvisors has really been above and beyond what I expected. Prior to them, I was meeting with other potential advisors. Conversations all ended the same after getting nowhere. I may not have millions like some clients but it was respectable. Still, I kept having the same experience which made me feel behind and a little silly. When I spoke to Century Management Financial Advisors, I was surprised that they were treating me, my money, and concerns as if I were one of their most important clients. They were completely focused on me. I received help with financial planning, setting up a budget and goals, and was given clear investment guidance because they also took the time to educate me. And I had a ton of questions which they answered gladly, treating each as a key part of the relationship. I wish I would have started with them first. I finally have a clear path forward and peace of mind. Plus, I know I'm finally dealing with my finances the right way! I cannot say enough good things about them.

We recently completed a comprehensive financial planning process with Century Management Financial…read moreAdvisors and had a very positive experience. The plan was tailored to a period of transition for us, with multiple moving pieces to think through, including a potential home purchase, family planning, and changes in income over time. The team covered budgeting, tax considerations, savings, and long-term planning, and their planning software was especially helpful in visualizing different scenarios and showing how various financial decisions could affect our overall goals. Scott, David, and Rachel were attentive, patient, and easy to work with. They took the time to answer questions, explain concepts clearly, and make the process feel collaborative rather than transactional or pushy. It has also been valuable to work with the same firm on both financial planning and investment management. Having one team with a full view of our situation has made the experience feel seamless and comprehensive, and has given us greater confidence in our overall financial direction.