I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

You'll make more money with a robot.. And probably get better customer service…read more I started investing with Highwater Wealth in January 2018 and invested for a year and a half (through June 2019). In that time I made about a 3% total gain on my investments, but I wanted to give it at least a full two years before investing elsewhere. Unfortunately, I never got that chance to do so because my portfolio manager left the company. I found out about this through a very brief letter I received in the mail stating that "as I may have heard" (I had not heard...from anyone) my portfolio manager had left and that Highwater was "unable" to keep my account with them - I'm assuming that as a 28 year old working woman without a mature trust fund, I didn't have enough money to be worth keeping as a client. The letter also stated that my account would be automatically transferred to Fidelity retail if I didn't contact the office within the month. I contacted the office and spoke with Dickson Griswold, the president of Highwater, whom I asked to transfer my investments to my bank account (except for my IRA which had been with Fidelity for years). He agreed and said it wouldn't be a problem. I waited.. and waited thinking maybe it takes a while to process this kind of transfer. Two weeks later, I followed up. It turns out they transferred my account to Fidelity retail after all and they never attempted to transfer my money to my bank account as was agreed upon. The cherry on top is that it looks like they did sell all of the assets in my portfolio, so what was left was essentially just a bunch of cash sitting in a Fidelity account with recurring fees. When I emailed Highwater, the admin informed me that "any further questions would need to be directed to Fidelity retail". When I replied with a clarifying question, the admin essentially repeated directing me to Fidelity retail with no further response. Essentially, I thought using a wealth management company would mean higher returns and a more personal experience. In reality, I would have been better off going through Vanguard or just using Fidelity retail from the beginning and not paying Highwater Wealth higher fees for lackluster performance and a laissez faire attitude. If you have enough money to invest, maybe they'll treat you better, but personally I wouldn't trust anyone who would treat another person's money (however small an amount to them) with such a lack of care and respect.

Such a useless excuse for a branch... came in with a 401k rollover needing to discuss some options…read moreand they told me to leave and go online. So much for money managers

Charles Schwab Corporation failed to perform two-factor authentication for a wire transfer of funds…read moreout of my retirement account that was required.  When I told them they have a serious security hole, they refused to provide an answer why or even an option for "No Funds Out" of the account to prevent fraud in the future.  The SEC should mandate they allow in person wire authorizations as a security option to avoid an unauthorized transfer of ALL funds!   THEY CAN"T BE TRUSTED TO PROTECT YOUR MONEY!

Queen City has been managing my property for two years & I highly recommend them! Lynette and her…read moreteam are very knowledgeable & professional, great with difficult tenants, and well connected with local tradespeople for routine and urgent requests. She makes great recommendations on properties and getting them set up for renting. Their communications are prompt and thorough. Since I live out of the area, knowing that my property is being managed so well gives me great peace of mind!

This is the worst pmc I have ever dealt with. On numerous occasions both Katherine and Lynette…read moreshowed nothing but disrespect for my partner and I while renting a property of theirs. Along with speaking rudely to you, they do not care about your private and peaceful enjoyment of the property you are renting. Rent from literally anyone but this company.

Frustrating experience trying to process my brothers estate. Long holds and a lot of follow-up has…read morebeen required to move the process along.

Janus Henderson has the WORSE Customer Service..of any investment company that I have ever dealt…read morewith. They put no priority whatsoever on anything that you send them in the mail. After weeks of waiting for a money transfer from a company INTO JH...I had to call repeatedly, trying to find out why there was weeks of delay. Finally I was told that there was problem when they were scanning documents. A 12 year old can scan a document! They never once called me to tell anything. When you call to inquire about anything, you will be put on hold for long periods of time. They lied to me repeatedly. Janus Henderson is unprofessional, deceitful, and likely under-staffed. They did not care about my troubling many issues with them, nor did they care, that I told them that I would take all my investments out of Janus Henderson. Unbelievable.

First-time homebuyer here. Working with Jen was a genuinely good experience. She struck the perfect…read morebalance between being helpful and giving us space to make our own decisions. At no point did we feel pushed or rushed--she provided clear information, answered our questions, and trusted us to take the time we needed to decide what was right for us. She was also accommodating with showings, often making herself available at awkward or last-minute times so we could see homes when opportunities came up. In a competitive market, that flexibility made a big difference. She guided us through the entire buying process keeping everything organized and moving forward while making sure we understood what was happening at each step. Overall, she was professional, knowledgeable, responsive, and easy to work with. We felt supported the entire time and would recommend her to anyone looking to buy a home.

David and his team did a wonderful job for my family after my aunt passed away and we had to clean,…read morerenovate and sell her condo. He and the team took the time to come over, give us an honest estimate of what the market was (selling around the holidays wasn't ideal) and we could expect. They even set us up with a staging company so that we could have great pictures to showcase the condo and it made a huge difference in the appearance and ultimately believe it assisted us with selling the condo. Would definitely recommend him again and if you know of anyone who needs a great team that will be your partner through the process, please call David!