They weren't able to take us as a client but they were super professional and helpful on the phone!read more

After a few rocky years with these people I finally fired them. My advisor would not take…read moredirection, moved out of state with no notice to his clients and lost tons of MY money. They are supposed to have 'fiduciary' status, which means the client's needs supersedes there's. Didn't happen. When they sent a letter and an email requesting feedback, they didn't bother to call at the time they asked for. I wasted an entire afternoon for nothing. Buyer beware.

I had chosen Susan to represent my son's grandfathers trust in which he and his brother were to…read moreinherit his house. She sold the home without even letting us know and didn't even allow us to go through his belongings because she said there was nothing but trash!. She wouldn't even allow the trust to carry a loan for me to purchase the home. My son is devastated that his grandfather's home is no longer his. All she cared about was getting paid and didn't want to deal with the burden of renting it or letting me keep it in the family. She lacked empathy for those who are grieving the loss of their family and trying to hold on to the last piece they have of them.

I have seen 3 different people deal with Sue Below. Each time it has taken years and an act of god…read moreto get what belongs to them. If you are reading this and thinking about using her services save yourself the tears and frustration, JUST DON'T.

Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

These guys have been handling our finances for the last 8years. My portfolio has been steadily…read moreincreasing. They are top notch and know their stuff. Very professional, smart, honest and trust worthy. I feel very confident that my retirement is well planned. I highly recommend this firm.

From the owner: Wealth Managementread more