I've heard numerous pitches from other investment advisers and they all sounded the same. Elliott…read moreand David have taken the time to develop a thoughtful approach to investing that convinced my wife and I to sign up. I especially appreciate that their website offers a scorecard so I can track the growth of my all my investments in one place. I've never had an adviser open themselves up to accountability for their investment recommendations. Chris

From the owner: The vast majority of investors are underserved with products and approaches that line the pockets…read moreof large financial institutions rather than adding true value to those who need it most. As a result, many are left confused and uncertain as to what their goals and objectives should be, let alone how to systematically achieve them over time. Season Investments offers something completely different for those who want to move beyond the shortcomings of the typical model. We've created an investment firm that prioritizes truly independent advice, transparent communication and the delivery of bottom-line net results. We've worked hard to eliminate much of the unnecessary fluff that is so prevalent in our industry, and we are hyper-focused on what truly adds value for our clients. In short, we exist to make our clients more successful.

If you're saving your hard-earned money for retirement but don't have the time to research every…read moreinvestment option, it's worth considering an investment advisor. I am fortunate to work with Guy Harris of Edward Jones (Rockrimmon) and I highly recommend him. Guy is knowledgeable and patient and has the highest integrity. I was looking for a professional financial advisor (and not a salesman) and have always felt comfortable with the guidance that Guy has given me.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Tim Keating is the best! He is thorough, makes sensible transactions, is laid back, and is an…read moreexcellent at helping you figure out your retirement plan. You can tell he is a super numbers guy because ask him anything and he starts calculating! I love the estimated charts used to project monies during retirement. I've called for advice at various times and he leans towards the conservative end. He isn't interested in taking advantage of transfer accounts from other investment firms or large sum investments. When I came to see Tim, my portfolio was not well balanced and I was not well advised. He didn't say that but we moved a few accounts around and helped to straighten that out. He explains everything and I trust him. Nancy, his admin, is very helpful as well. In the past, I've stayed away from Edward Jones or large investment firms but there are advantages to the tools, research, and support for the analysts. I'm making money here!

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

Chris was very helpful to us in giving us financial advise. He gave us some great insights on how…read moreto become debt free and how to lower our tax liabilities that we didn't even know exsited. I would recommend anyone sit down for a free consultation if you are needing financial advise or planning to retire. Thanks

From the owner: You ll get strategies to help you get results & reach your retirement goals with peace of mind..read more

Frank is a great financial advisor! Advenire Wealth Management is one of the few fiduciaries that…read moreprovide a fiduciary oath in writing, making sure that they put your interest first.

From the owner: Stop Wondering And Start Building Your Life With Confidence. We Are A Pioneering Integrative Wealth…read moreSolutions Provider Striving To Deliver A Fiduciary Standard Of Care In All We Do While Reinventing The Financial Services Experience. Whether Its Our Incentivized Accountability Checklists, Proprietary Virtual Reality-Assisted Wealth Planning, Open-Architecture Customized Wealth Management Or Our Partnerships That Provide Exposure To An Array Of Real Estate And Emerging Technologies, Get To Know Us, And I Think Youll Agree That We Are Delivering Wealth, Elevated.

We use Tim Watson /James Fredrick. Good people, Good process which helps us manage our portfolio…read morein these hard times. FEE based investing but well worth the cost. Encourage you to at least visit with them if you invest money outside of your companies 401K. We have three different accounts with them.