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.

Greg at Green Path was very informative about reducing my debit. Greg knowledgeably about debits…read moreand credit issues.

I've always been exceptionally happy with Thrivent Financial, but when you move to a different…read morestate it's always a little stressful wondering if you'll get the same great service you're used to with a new rep. I'm happy to report I have!! Cole Leonida did a fantastic job going over all my options in rolling over an old 401k. It is great to know that there are financial advisers out there that you can actually trust. I highly recommend Cole and Thrivent Financial.

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.

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.

Lexington Law is a TOTAL SCAM!!! They said they'd send letters to the Credit Bureaus to remove…read morederogatory marks from my reports. They charged me $129.95 a month to do this. I was OK with that because I tried doing it myself and failed. I figured maybe it's the wording they use (coming from an attorney and all) that makes a difference. During the sales call they also claimed they could remove the hard inquiries that were placed when I looked for a car loan. Two months into the process, I noticed NO CHANGE in my credit report: 1. The one derogatory mark was still there. 2. The hard inquiries were still there. So I called them. Their tone was far less confident than when I first signed up. I asked why my Experian Report did not show up on their website (they only show Transunion and Equifax). "Oh, because we aren't able to. . . not because we didn't try." But on the sales call I was told I would see ALL THREE Reports. Then I realized they had lied. Then I asked for proof that the letters were actually sent to each of the Credit Bureaus. I asked them to provide me with copies of the certified letter receipts which they supposedly used. All they sent me was a PDF with the letter they supposedly sent along with some other irrelevant garbage they got from my credit reports but NO CERTIFIED LETTER RECEIPT!!! I gave them 24 hours to produce the certified letter receipts. They were unable to do so. So I called my bank and charged back EVERYTHING and my bank granted the dispute. Never again will I do business with Lexington Law.

I just called them and told them to cancel my account and they wanted to charge me an extra fee of…read more$129 after they already charged my account for $129 then they said I couldn't cancel unless that extra $129 fee was paid today. When I refused to pay it they started waiving money "ok how about I wave 20 dollars then 30 Dollars then 50 dollars" It just proves that they do not give crap about you they just want your money and to "act" like they are helping you. STAY AWAY FROM THIS PLACE! I am out $500 for nothing! If I could rate this place negative 5 stars I would! Again, you can do everything on your own you do not need a con artist place like this to help you remove bad credit. Read up on the laws and and you can send out your own letters.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!