This office cancelled an appointment my elderly mother made three weeks in advance *the night…read morebefore the appointment* because the planner was "too busy with taxes." She was a paying customer like anyone else, and badly needed financial advice after the passing of her husband. She had waited patiently for her appointment to get some advice. No compassion and terrible customer service. Avoid for sure.

From the owner: We are Family Wealth Managers. We specialize in goals-based investing, and planning for all…read morescenarios and seasons of life. We believe in showing compassion, being present, working intentionally, and being mindful for our clients. We serve clients in all seasons of life, but are especially adept at Estate Planning and Charitable Giving.

Great people and processes. I have known Peter since 1994/1995. Big fan of his executive…read moresummaries and goal tracking. Keep it simple.

I found Bob Deutsch just by searching online for someone. My parents and I went to meet with him…read moreto discuss their personal finances. Not only was he very personable, but I found him to be honest as well. He listened to our situation and talked to us for about an hour. He gave us some advice, but told us that a CFP wouldn't really be of help to us and that he wouldn't take our money. He recommended an estate lawyer and gave us a name. I just really appreciated that he didn't just try to take as much money from us as possible. He even gave us some advice without charging us. So, I would recommend him as he seemed like a really honest guy.

I can't think of anyone more honest and trustworthy than Bob Deutsch…read more He has been handling my mother's finances for 30+ years and is now handling ours. When it comes to customer service, he goes above and beyond the call. Wouldn't trust our financial future to anyone else.

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive