We've just begun working together but I can already say I highly recommend Richard. Very…read moreknowledgeable and patient and has already given me a great game plan. I'm looking forward to my continued work with him.

Richard Little has been the most helpful financial advisor these last 2 years for my family and I…read more His analysis and guidance every step of the way has made us consistent earnings throughout the years. His financial approach and strategy really has benefitted us even in the down market. I truly can say Richard Little has been our best choice as a wonderful financial advisor. Genuinely wants to help and can really simplify your portfolio by breaking it down step by step. Simply makes me feel confident about my financial future. Looking forward to working with you in years to come. Much appreciated!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

I have been with Ken for many years and he's great. With Ken I was able to not fear while being…read moreunemployed. He is amazing without a calculator. He figured how much my mortgage would be when I refinanced. He missed by only 1 penny. Seriously. The most important thing for me is that he is truth worthy and that makes me comfortable with him and his advice.

Ken Krantz has been a great financial advisor to me throughout the years. He has always taken time…read moreto meet with me and recommend both investment and protection strategies without the pressure or sales pitch attached. Ken is extremely knowledgeable about the financial and insurance industries and can really help anyone going through a life change such as job transfer or having children. I am self employed and Ken's advice and services through the years has really made a difference on how I save and plan in the early stages of my career.

Chad's approach to investing is tailored and customized to my needs. Those needs have evolved…read moreover time, so we have made adjustments. I appreciate Chad's attention to the changing dynamics of my investment outcomes.

Coe Financial Group is led by Chad Coe. I highly recommend their services. Chad explains all the…read moreins and outs of your investments. On personal level, Chad is definitely a giver and is all in protecting and expanding your investment portfolio.

Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

The ebook is a 100% a waste of time. Do not buy from them. They do not back it up nor refund. It's…read moresimply a list of deductions and nothing more. No narrative. No strategies. Nothing. The IRS gives out better information.

If I could give this business 500 stars I would! Mr. Cofield is the best ever! I have always been…read moreafraid when it came to my finance. Never knowing what to do or who would be able to help me without making me feel like a careless child. I'm so unbelievably grateful that I found Mr. Cofield his the best I could have ever asked for, he really puts my mind at ease. Taxes, savings, student loans & other bills, things that literally would stress anyone out... he makes bearable. Do yourself & your financial future a favor. CALL COFIELD!!!!

Steve is great! Extremely personable, knowledgeable and trustworthy, and always available to answer…read moreour financial questions. Steve helped my wife and I consolidate all of our random investments, Roths, and 401k's into a concise portfolio - plus provided us with a financial game plan towards retirement. My wife and I are very concerned about the companies we are investing with, and Steve has done a great job of sourcing out funds that strike a balance between social responsibility, sustainability, and return. Steve delivers a personalized, small-business style service with the resources of a large financial team. I highly recommend Steve to assist you with your financial planning needs.

I reached out to Riveron for financial planning advice, specifically on relocating and retiring…read moreinternationally. Staff responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I would definitely recommend him.