please do not use this company , save yourself the headache and just use someone else . this lady…read morewas disrespectful beyond words . wasted my familys money like it had no value . she also was caught lying . the list goes on .

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

Such an amazing team! They each take care of you and help you achieve your financial goals.read more

If you're looking for help building (or rebuilding) your financial future, look no further. Thru…read morethe recent crises our confidence in these folks has been verified by results that make it easy to recommend them to our friends and neighbors. Looking for an advisor who listens to your dreams and addresses your concerns? We found ours here.

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

I had a brief conversation with David seeking advice on some inherited property. He was very clear…read morein his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.

I called David out of the blue to discuss a better approach to managing long term debt vis-a-vis…read moreretirement saving. While my needs aren't quite in line with David's central specialties (I'm also outside of his typical client age range), he was more than willing to have an honest and engaging conversation with me to help point me in the right direction. I could easily tell that David is a measured, articulate advisor even after only speaking with him briefly. I felt comfortable sharing information about my financial situation as well as my aspirations, and received the assurance I was looking for to make decisions I'd been struggling to make on my own. If you find yourself even unsure about whether or not you should reach out, hesitate no longer. You have nothing to lose and I'd wager a great deal to gain.

Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

Parasitic collection practices. Hardball tactics and unlawful debt collection. Do not do business…read morewith these clowns. Rude customer service. I'd give them no stars if I could

I received a call from this group, they claimed I had unpaid medical bills. I called all the Dr…read moreoffices and medical facilities and my insurance, nobody was aware of any unpaid bills. When i demanded to see the original bill Asset Recovery's response was, that could take two more weeks and by then my bill will be in collection. I suspect scammers....

This review is only for the initial call. I researched a lot of different financial advisors and…read morethey were all pretty much the same. The difference between Lula Financial and the others I talked to is the customer service. You aren't going to get the typical "financial customer service" you're used to. Benjamin is going to talk to you like a person who needs a financial advisor and he'll use words you can understand. He might call your situation boring or lame but not in a condescending way. Talking to Benjamin was like talking to someone I knew personally, and I didn't even have to use my own customer service voice.

I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed…read moreto understand the best way to save for retirement. They did a nice job explaining the difference between all my options and the best way to lower my taxes. I don't think their recommendations were necessarily revelatory but they did a good job making things simple and concise without being condescending. If you just need some basic financial planning and investment advice, Lula Financial is great.

All way loved these guys til they hooked me up with their Financial Services Guy…read more Buyer beware! It's all sunshine and smiles til they tell you there's NO GAIN! Never mind what the smiling ghouls tell you going in or what you thought you heard about a guaranteed return. There's NO GAIN! Brought to you by Dan Mclaughlin, Investment Adviser, Key Investment Services. Do yourself a favor, leave your money in a passbook account and slam your head in a car door. You'll feel better. DM for more details.

I am not even a customer now and they are still pissing me off. I was a faithful customer of…read moreKeyBank for over 25 years until all the fees and high interest rate credit cards just got to be too much. Had to go into this branch today, so glad I don't do business with them anymore.