Extremely professional, responsive and knowledgeable. They were able to guide me in multiple areas…read moreand provide sound advice​

Really pleased with the customized advice and guidance I received from this firm. I'm also…read moreimpressed with how thorough their advice is. I'm certain that I have a financial plan that will protect my family. I highly recommend Wilcox Financial.

I really enjoy the classes they offer (which are all free!). The staff from Mass Mutual/The…read moreEstablishment are great and very informed and are open to questions and staying afterwards to assist those who need a bit more personal assistance. Young or Old, if you are looking to get/keep your financial planning and future on track, check out these services

I've been trying to find things to do after work, where I can stay home and still be social during…read moreCOVID-19. The Establishment has been offering presentations via Zoom. I signed up for the Wine and Investing 101. The classes are free. Dan presented on the wine, Tim presented on investment, and they were both great. They worked with a Zoom meeting and made it interesting and engaging. I wrote down many notes during class on both topics. The class got me excited for wanting to take a more active role in my investing and future, as everyone should. I will definitely be taking more classes in the future. I took off a star because they kept emailing and texting me before the class incessantly, reminding me that I had signed up. When I sign up for something, I don't need 20 different reminders in various forms. One reminder the day of would have been sufficient. The weeks leading up to the event reminders were not needed, or appreciated.