Chad's approach to investing is tailored and customized to my needs. Those needs have evolved…read moreover time, so we have made adjustments. I appreciate Chad's attention to the changing dynamics of my investment outcomes.

Coe Financial Group is led by Chad Coe. I highly recommend their services. Chad explains all the…read moreins and outs of your investments. On personal level, Chad is definitely a giver and is all in protecting and expanding your investment portfolio.

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

Chad is a top notch professional who is knowledgeable and friendly. He explains everything and he's…read morealways available to answer questions!! His administrative support staff is equally responsible, respectful and helpful!!!!

Great person & office to deal with. Explains all investment options. Old school service with…read morecurrent investment options

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

My husband and I just used Brian to help with all aspects of our estate planning. Brian is the…read morebest! He came highly recommended to us. We'll always use Brian for financial guidance.

From the owner: I help families develop a clear vision of a secure future. Financial responsibilities and options…read moreare becoming more complex. It is important to have an understanding of what we can control and what we cannot. A typical client will have a current concern - investment questions, retirement planning, understanding the risk in their portfolio, stewardship, or generational planning. As we work together, they will often express amazement and relief in the way our firm comes along side their family and helps develop a crystal clear vision, anticipating future needs and concerns with clarity and confidence. My firm offers two main services. Financial Planning - For a modest fee, we will help you answer the important questions you have been wrestling with. Impartial, objective, wise advice - not predicated on selling products. Investments and Insurance - Fee Based - Full Disclosure - We review with you at least twice per year. We desire that you understand and are comfortable with th

If you are looking for a great insurance and financial services professional, Hobie is your guy!…read more I've been a client of his for years, and he does a great job! He's very knowledgeable and trustworthy, and Northwestern Mutual has a great line of insurance products that are second to none. Hobie will take the time to sit down with you and really get to know you and your financial situation, and will then build a plan to meet your needs. He also meets with you on a regular basis to make sure that your plan continues work for you as your needs change and grow. So, if you are looking for someone that has your best interests in mind, someone that you can trust, give Hobie a call!

No one ever picks up a phone at this location. This forced me to drive 70 miles to them only to…read morefind the front desk people NEVER answer any calls! I am transferring to Interactive Brokers. They have awesome reviews & they answer their phones!!

I had such a great experience rolling my 401K accounts into an IRA with the help of Sagar Sheth…read more Being a novice in regards to investments and retirement planning, stocks, etc., he took the time to explain things, help set up my account, and was extremely patient with all my questions. I highly recommend this Schwab location and the professionalism and knowledge of Sagar. See Kathy Borkovec also. I highly recommend THIS location! I had some troubles getting called back to set up an appointment from other branches, but Kathy returned my call quickly and started the ball rolling. Sagar took over from there and I felt very at ease knowing that they were both on top of things...being there to assist potential new clients. I'm exceptionally pleased with the service, and will continue to be a client (and recommend them/this branch) to others. Thank you, Sagar/Kathy!

Great customer service nice staff safe location real people they are not like robots at the other…read morebanks they are very high quality

This company was sued in 2023. Multiple unnecessary…read moreannuities were sold for the sole purposes of generating commissions. This is called "churning" it was very disheartening to learn of this misrepresentation sadly following the owners suicide.

My wife and I have been with MJA for some 15 years, and we are as happy as we can possibly be with…read morethe financial advice and care their team has shared with us. We have followed all of their recommendations, and we are on track to retire accomplishing all of the goals MJA and we set together so many years ago. We consider, Marc, Wendy, Michael and their entire team as family. We talk regularly, even if they're just checking in with us to see how we're doing. Anyone who gets the opportunity to work with MJA will be very, very fortunate. In a world with a lot of bad advise and noise, MJA rises above the rest with sound, considerate, excellent advice!