Been to many, many advisors and seminars over the years, but not until coming across Myles…read moreO'Reilly, at NWM, did I find someone who can put it all together for you in his self-designed spreadsheet that includes every form of asset and pension including Social Security you may be entitled to. Check out Claim Wise on FB to catch Myles live. He will open your eyes! Consider yourself lucky, if you can become a client, he is that good!

From the owner: At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams…read moreof income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.

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 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 found Greg to be very helpful with my Estate Planning needs. He was clearly knowledgeable and…read morehelped fill in some blanks that I had overlooked. He was low key and very easy to talk to, no pressure at all. I'd happily recommend him for his knowledge and experience.

I was really impressed with the services I received from Greg at Balanced Financial. I asked him…read moreto evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!

They don't trust their own agents to go and visit 98-year old clients to confirm Identity. You…read morehave to pay a mobile notary to get access to YOUR money. They will reimburse but time and inconvenience. This is just flat out idiocy to arrive at a satisfactory solution of confirming and elderly couple. There is no common sense only BS bureaucracy.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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.

Please do not use this company. I was referred by them by a mortgage company as well. As a…read moregentleman stated you can do this your self if you have the time. I didn't have time but I should have done it myself anyway by making the time. My talked my husband into signing up and we paid $139 each. What they did was sent us over a list , which we already had from a mortgage lender. A few weeks went by almost time for their payment. I decided I wanted to see they had done on credit and learned they had not done one thing but sent me the list. When I sent an email to cancel they pretended they didn't receive it. I sent it again and I called and stated I was canceling the service. By law you have the right to cancel within 30 days of a contract. Plus, they are stationed in Colorado and if you don't live in Colorado they are out of your jurisdiction. Now they want to discuss things, for me there is no discussion because you broke my trust in your company. At this point Jennifer is livid because she wants that payment. I canceled my bank card and told my bank that if they try to take a payment I no longer approved them to take I would file a dispute. This is how you know if they did any work. I pulled my credit report that they had me sign up with identity Q. I'm then compared the first time I pulled the report with the most recent report and nothing had been changed, not even a wrong name on my report. Yes, they still want that payment but if they put it on our credit report I will fight them with Federal Trade Commission. To report that they are truly scammers. You can also file them with Bureau of Consumer Protection for any money that you have paid them. If enough of us file someone will listen. Do not listen to their threats and DO NOT ALLOW THEM TO TAKE YOUR MONEY. You can file all these complaints on line. Get a new credit card from your bank and cancel any card you gave them. I would have given them a zero if I could have.