Rob is a great advior. He worked with my parents and I trust him with all of my investments. I do…read morenot make any major financial decisions without consulting him first.

I highly recommend Fire Financial Group! The website is very easy to navigate and I was able to set…read moreup a meeting in less than five minutes. The application the company uses is very easy to set up and understand. I was able to meet with Matt to talk about my financial goals less than a week after I set up a meeting. Matt was super helpful and knowledgeable about financial advising. He did not make me feel intimidated for not knowing something and he took time to educate me on those topics. Matt was very charismatic and he genuinely cared about my short term and long term goals. I really appreciated how he took time to learn about me, my background, my story, and my aspirations outside of just financial planning. From there Matt asked follow up questions to better understand my financial goals and drafted a great portfolio that reflects my short term and long term goals. This portfolio also include action items for me to do in order to achieve my goals. He is so attentive and passionate about helping me and I will definitely come back to Fire Financial Group for additional services!

I am a user of Wealth Trace's financial planning software and have used consultation sessions with…read moreDoug to fine tune and troubleshoot my various plans. The advice I received was so far superior to that of my financial planner that I ended that relationship and now rely solely on Wealth Trace and paid advice sessions.

I have used Wealthtrace for many years and I have been very satisfied with the capability and…read moreresults. I have also met with Doug to review my Wealthtrace inputs a number of times and have been very satisfied with his expertise and guidance, he is very professional and knowledgeable.

Wonderful to work with; answering all my needs. This office is proactive and has outstanding…read morecustomer service and prompt response time. Jim and Heidi are a dynamic duo and Jim is truly the best insurance agent I have worked with. It's hard to find a loyal, honest and accommodating insurance agency. Look no further!

Great service! Heidi and Allison are both helpful, kind and patient. Jim returns calls quickly and…read moreis very knowledgeable. He is not pushy, and explains things completely. Very friendly office!!

Do not use Brandon Libunao's State Farm Agency for anything. This office is incompetent and…read moreseriously lacking in clear and direct communication. On Dec 17, 2025, I requested that our car insurance be canceled on Jan 14, 2026, as we were switching agencies. I was told that would be fine and the policy end date would be added to the "notes" in our account. Unbeknownst to us, our car insurance was actually canceled on Jan 4, 2026 leaving us uninsured for 10 days until our new policy started. Wow, what stellar customer service. We only found this out after seeing a refund deposited into our bank account and then logging in to our insurance account and finding that the car insurance policy had been removed. Also, during the phone conversation on Dec 17, I requested that our renter's insurance policy be canceled on April 3, 2026. I subsequently was contacted four times between Dec 17 and March 2026, asking what I would like to do with our renter's insurance. I repeated myself every single time and was told that the end date would be added to the "notes" in our account. I called the office on April 10, 2026 and was told that the renter's insurance policy had not been canceled as requested because the manager was awaiting confirmation from me in order to cancel it. Where was that phone call, manager? The incompetence and unreliability is real. Save yourself the stress and irritation; there are SO MANY better qualified agencies available.

Brandon and his team (Nate Walker and Ryan Sagstetter) did an excellent job answering all my…read morequestions and then helping me smoothly transition from my old insurance carrier to State Farm. We are off to a great start!

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other…read morebig-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!

he's been doing my taxes for years and is wonderful , very accurate and quick returnsread more