My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

I came to Mary for some advice on how to best fund a large charitable contribution I am planning to…read moremake. Mary checked out my recipient to make sure they were legit. She looked over my tax return. She then gave me some very practical advice on how the taxes might or might not flow from my funding sources. She introduced me to the concept of a Qualified Charitable Contribution from my IRA - something I had never known about and which will be extremely useful in my planned charitable giving. Mary more than earned her fee for the consultation.

As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

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 scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I reached out to Fidelity Investment in March 2022 to discuss options for moving my 401k, 401k…read moreRoth, & my pension from financial company I worked for 33 years, plus few dollars from a prior company of 15 years. I had talked with four financial advisors including Fidelity Investments over 3 month period while retired. I was impressed with David Woodworth and opinions he had suggested. Basically, I purchased an annuity through 'USSA' through Fidelity Investments, so I would receive monthly checks for rest of my life. Plus, my other monthly income includes: social security, rental properties and mineral rights. In addition, I left some 401k $$$ in my Fidelity Investment Accounts, giving Fidelity Investment the 'Okay' to manages these dollars. I have been asked repeatedly by friends / family how much do I pay Fidelity Investment, my response have been minimum. They all look at me with a confusing expression, then I tell them %% I've made over past 2 yrs, and they all quickly say, 'I Would Pay For Their Services.' At retirement everybody's finances are different, and I just wanted to share my positive experience with Fidelity Investment, Walnut Creek and especially a Big Thanks to Mr. Woodworth. ***** Stars *****

This pertains only to the poor telephone service. I waited…read moreon hold for 23 minutes before giving up in high frustration. The robo recording kept saying how sorry it was that they were experienced a high call volume, blah blah blah. . However, 6 times during my wait I was connected to a ringing phone line-- that nobody answered, then the cycle of the robo voice began again. I made 2 more calls for a total of 3 in 2 hours, with the combined wait time almost 1 hour ! I understand everything is not instant but really, nobody to answer a waiting call for 20+ minutes ?? Unacceptable.

We have been working with Elisabeth for a few years now. When we joined this group, we joined a…read morefamily. She cares deeply for her clients not only on a financial level but also on a personal level. Every time we call with a question, we are not given an answer but a lesson - she wants us to understand what we are doing. She truly loves her job and the challenges set before her. I would recommend her without hesitation!

I have been working with Elisabeth for years. She is extremely knowledgable, thorough, and caring…read more Highly recommend if you need a financial planner.