want to thank your team for helping us get a mortgage for our new home. it was a struggle but we…read moremade it thanks to you and your team

Beware beware beware all I can say they talk a good talk. If someone is not using your services…read morehaven't called you responded to you that means that they're no longer using your services. However, these people will keep billing your card billing your card billing your card until they get payment beware. They kept billing my several times in the morning and I I'm assuming wasn't getting any payment that way they went to billing it at night time mind you I paid them $100 to get things started to submit reviews and things like that to credit bureau. I'm guessing they're disputing things nothing from them was removed from my by the way so I paid them $150 for what nothing some companies are greedy so I just told him just to keep it they need the money.

Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Absolutely the best financial planner you could find. Lucas truly cares about our financial well…read morebeing. We've been working with Lucas for over 2 years now, and so far he has helped us successfully pay for our wedding (out of pocket) while still meeting cash flow requirements of day to day life. My wife and I have found especially helpful his keen ability to find clever ways of reorganizing debt for minimal interest while also making sure that the payments are affordable. His approach is truly catered to each of his clients and I can safely say that without Lucas' help my wife and I would be much more confused about our financial direction. We are looking forward to many more years of work with Lucas!

Lucas is an amazing financial planner and I would recommend him to anyone and everyone. He truly…read morecares about me and my family not just in the financial aspect but also us as people. We have saved so much money just in the short time we have worked with Lucas just by getting organized. I am feeling like our future is looking bright and full of abundance due to his guidance. I used to feel like I could do this on my own but I found that having a financial planner is well worth the investment!!! Thanks Lucas!

I have followed Larry Hubbard for many many years. I trust him completely with my personal…read moreportfolio. He and his team are constantly looking out for my best interest. I highly recommend him personally and professionally. He listens to your ideas and needs. He's the best.

I called.. they said they are not tax advisor.. i dont understand why they posted on their website…read morestated tac advisor.. the person on phone sound very rude!

Wendy has been our financial advisor for several years now. Always looks out for our best interest…read more Calls me when she thinks there is something that needs adjusting. Very helpful in planning for retirement and making sure we are on track. Glad we are in good hands with Wendy.

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.