Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

Very caring office which has successfully managed my investments for the past 20 years. Highly…read morerecommend this group of financial advisors!

Outstanding financial advisor! I would highly recommend you contacting her office for your…read morefinancial assistance.

If you are looking for a Financial Advisor, I highly recommend you work with Dawn Blocker. She is…read moreamazing! Dawn has multiple decades of experience in advising individuals on how to save for college, invest their portfolio properly, and plan for retirement. Dawn helped my wife and I setup accounts for my daughter and is fantastic to work with. She is consistently available through phone, email, and text, and works hard to ensure your questions are answered and you have the right information. Dawn was great at following up with us throughout the entire process to ensure we felt comfortable with the approach she recommended and agreed on the investment strategy. She genuinely cares about her clients and it's evident. I highly recommend Dawn for all of your financial planning needs.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Thanks Jon for all your help with my investment properties. You said you can make things happen and…read moreyou did. Great job!

Teresa is judgmental and harsh. She treated my mother awfully after the death of my grandfather; we…read morewere afraid there had been some elder abuse from his then-wife since he had dementia before he passed. Teresa acted like we were all vultures going after his money. Absolutely no compassion.

Teresa Bear and her staff are the most honest and knowledgeable, financial people I have encounter…read morein many years. Integrity is the word that comes to mind. Teresa will guide you through your options for whatever you are trying to accomplish financially with great patience until you completely understand your options. I highly recommend this firm for anyone who is looking for a good financial advisor, or is wondering if their present advisor is really doing the best for them.

Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.

From the owner: Comprehensive, Holistic Financial Planning and Wealth Management. We believe that financial…read moreplanning is a process and not an event. With independent, unbiased advice we are able to give perfect advice to our clients. We do not accept commissions or referral fees from 3rd parties so as to remove conflicts of interest and maintain perfect trust with our clients.

Derek is an amazing lender and super great to work with! Very personable and hilarious. Definitely…read morewould recommend!

Our experience working with Derek at Sun American has been amazing. From the first phone call, to…read moreclosing on our loan yesterday. Derek is fantastic to work with. He made himself available throughout this whole process, always working so hard for his customers. He truly goes above and beyond. He is incredibly knowledgeable and always has your best interest at heart. I spent several hours, getting quotes and Derek was able to get us the lowest rate. The whole process was flawless and we even closed ahead of schedule. We only have positives things to say about Derek and highly recommend .

When it comes to real estate for an investor, money and value is critical not to mention quality…read moresupport and service. With Andy from Value Nation he checked all those boxes. Valve Nation are changing the game in real estate by providing a very competitive fee without compromising on the support and attention you expect in a complicated process. We managed to beat off a sting of competing investors to buy this home with great advice along the way. Not only was the fee fixed but we got credit back which was a bonus. I would not hesitate to recommend this low cost high value firm and look forward to our next opportunity

What in the review left was False, Andy? In fact it's missing more details that I want to make…read moresure to add. We flagged the HVAC to be inspected and repaired to working condition and that wasn't working the first week we moved in which was a 3K bill conveniently overlooked on our BINSR. The power to the downstairs AC was also left inadequate and wasn't fixed until 3 months later after we had to call the original company that did the inspection and we were verbally told your brother chose the cheaper option that was against code. We flagged the sump pump to be repaired or replaced and still today we have a wire that is spliced together against code (picture attached) and to a breaker that doesn't supply enough power so the lights flicker in the home. We've called your brother on that and he won't return our calls. Stephen at First Time Right Plumbing informed your brother the electrical was sparking and an issue but it was skipped to enrich the deal for your brother and we weren't made a aware. Because of people like your brother this country has plenty of attorneys and we intend to do whatever necessary to make this right. Keep coming at us with disingenuous replies and I'll continue to hit your business with negative reviews to make sure others are fully aware of what to expect. Anyone that reads this review happy to provide documentation supporting this. Absolutely willing to take it down if the items we've sent over are resolved. Items not completed on our BINSR still outstanding or not caught because the owner didn't open permits for the home to inspected.