Planning for the future can be a cumbersome task to even contemplate. Having someone to walk you…read morethrough options and create opportunities for growth is a necessity. I've worked with a series of other outfits, and I'm certain that no other company offers the same solution sets with the personal follow up that NWM does. Adam Cox has been my go to guy for 7, almost 8 years and he's helped me understand and take actions to build a better financial future for myself, as well as anyone I've referred to him. NWM is a stable company, ethical and trustworthy. They are prompt to respond, always willing to help, and I have confidence that they are helping me make the best decisions for my future.

We've been a client of Zimmerman WM for about six years now and have been very happy. It was…read morecritical for us to find an advisor who was a fiduciary and was a good fit for our needs and we definitely found that in ZWM. We started working with ZWM when our son was an infant and we realized that our financial picture/goals were much different than when we were in our 20's. ZWM worked with us to create a truly personalized financial plan that fit OUR needs and they have helped us navigate our evolving financial changes including: retirement savings; investment selections in multiple 401k/IRA plans; 529-plan; estate planning; life insurance needs; etc. They are always available for help as our needs have changed over the years and have helped us stay on course. Net-net: we've recommended friends who are now clients and feel more comfortable about our financial position as we hit 40 than I would have thought possible.

From the owner: Comprehensive financial planning for the many seasons of your and your family's financial life. At…read moreZimmerman Wealth Management, LLC (ZWM), we see clients move from season to season: from emerging investors such as early-career professionals and entrepreneurs, to mid-career accumulators, to transitioning to retirement or sale of a business, to finding the best ways to pass on a legacy. We are there to help guide our clients through the arc of their financial lives. Our clients benefit from our personalized financial advising service, years of experience, flexibility, agility and individual focus on each of their unique situations; we are here to help to provide the best options for clients to achieve their goals, whatever they may be.

Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

I have used ShankerValleau for over 35 years. with Larry, and John and the rest of…read moretheir team and I highly recommend them . They have provided my business with excellent accounting services plus I am now able to retire to their great wealth management services

From the owner: ShankerValleau offers a comprehensive approach to personal wealth management. We work for you as…read moreyour Financial Quarterback. * We protect and cultivate your wealth through global portfolio diversification, financial planning advice, and tax planning. * We are an independent, fee-only advisor allowing us to offer impartial, objective advice. * We offer sophisticated year end planning, so our clients know what to expect when they receive their tax returns.

I've been a client of Edward Jones for a long time, and I've been with Mallory for a good few of…read morethose years. Hands down she is the most patient, kind and thorough of the advisors. I highly recommend.

I like to compare money and financial planning to your physical health. If you don't plan and…read moreinvest intentional time in it then it's going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office. Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals. If you need help taking your financial health to the next level then connect with Mallory and her team. You won't regret it !

These people have been bothering me about something owed to a credit card that came from a company…read morethat added so many fees and charges onto a 1000 dollar credit card (AFTER I closed it in an attempt to pay it off) that I was being asked for 1900 dollars. I didn't even use the entire 1k. The card closed my online account, which caused me to not be able to make anymore payments...and now these people are harassing me.

Easy to work with and very efficient. No harassing, easy to take care of right on line.read more

Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.