Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

These guys and girls are all over it... From Mandy, Justin and Susan they helped me so much and I…read morethank you. My score jumped 200 plus points to put me in the excellant score category. They follow the law and battle against all 3 credit bureaus for you. They have monthly rates to help you get thru the process, which helped us. If you are having difficulties with your credit, you need to use this group. It took a little longer than expected but well worth the wait....way worth the wait.... Thank you Go Clean Credit - you helped me so much....if your wondering who to pick to help you....you should consider and use this group.. Thank you again.......

I used them & they got EVERYTHING deleted off my credit report & my score went up 100 points. The…read morestaff is extremely friendly/helpful & they bend over backwards for clients. They're true professionals & I do highly recommend their services for credit repair. They are not magicians. You have to do your part meaning: send them info they ask you for, sign things that they ask you to sign, open a "secure credit" card on your own. Most banks have them & they will give you referrals if you need info to get one. Most ppl think you sign up & they take it from there. NO. That would be impersonating you. They're the experts & do the majority of the work. The client is responsible for responding to their requests.

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

She is so helpful I recommend her . I went to a few places asking for quotes and hands-down she has…read morethe best price and she's very knowledgeable and very helpful I recommend her to fix your credit for your future needs thank you!! I already went up in my Cici and credit score and it's getting better!

Debbie is the best!! My ugly credit was holding me back from many things specially from getting the…read morecareer I wanted. Debbie was able to help me. A couple of months later boom! My credit went up and its clean. I am so grateful and Blessed to have come across Debbie.Thank you from the bottom of my heart for your help your Debbie.

I met with Tom and after speaking with him I found that he is completely on top of his game in the…read morefinancial world. He is also genuine, knowledgeable, sincere, capable, understanding, and a fabulous listener (a rare commodity in today's world). To find someone who knows numbers is a good thing. To find someone who is personable in today's business world is unordinary. And to find someone who has both of those attributes all under one roof is exceptional. Tom is the right guy to know if you need sound financial advice. Just sit with him for 30 minutes and you'll agree.

great and very helpful. They know exactly what they need to get you a loan. they also do credit…read morerepair.

Duane Hansen is a stand-up guy and he operates with high integrity and a genuine concern for his…read moreclients. I recommend you spend some time getting to know Duane and learning more about Modern Woodmen of America. Trust me, after just a few minutes with Duane, you will swear you have known him for years. He's a rare find and so is Modern Woodmen of America.

I have had great experiences with OJ and Kyle. They really care about their customers and are…read morelow-pressure. I HATE feeling pressured to do something so that's a huge bonus for me. I don't feel uncomfortable or like I'm being "sold" something when I'm talking to them.

2/21/18 Update: As a result from my email to them expressing my disappointment, OJ called me…read moreshortly thereafter and apologized. The person responsible for the lack of communication no longer works for them. The situation has been rectified and they were indeed great to work with in the end. We completed our will & trust with Kyle, who made the experience very smooth and comfortable. Monica is very committed to establishing a consistent warm welcome when you come in, which is appreciated. I'd provide 5 stars had we not been caught in the crossfire of bad employee drama.