Had a chance to meet with Jim Jones at Strategic Wealth Designers on Monday. First time with this…read moreadvisor and I am very impressed. With a background that includes a CPA, MBA, and CFP, he was able to answer questions ranging from tax implications of my various retirement accounts (including the ones not with SWD, and detailed analysis of the best date to take the RMD from particular accounts to maximize the earnings before the withdrawal. He is easy to work with but very detailed in his thinking.

I rolled my IRA when I retired into an index annunity. i did this after watching his show and…read moremeeting with Matt Dickens. I had a positive return on my investment for one year, I didn't lose money but made nothing for 10 years. I think it was a scam, period!

My dad began working with Tony Walker 15+ years ago and has continued to be complimentary of the…read morepartnership. As other family members needed guidance with their retirement, especially after the loss of a spouse, dad has introduced them to Tony. My dad has great integrity and a high respect for managing money - I know he wouldn't bring people to a company he didn't believe had the same values. While I am not at retirement age, I've had a great first experience speaking with their team on how to begin outlining our finances and assets. I now have a few support materials to with and research to do. Tony had a robust team to support their growth and clients. Finding the right financial planner is an important personal choice, and dialing this group is worth the call to learn if you're in alignment.

Tony Walker and his staff are incredibly customer focused. I especially appreciate that AFTER our…read moreinitial consultation and investment was complete I continue being treated with great courtesy and respect as tho they are still trying to win my business. For example: I can get answers to questions about my investments and schedule appointments for performance reviews (which are paced to fully address my questions - not rushing me thru like many firms would do in the name if time is money and they don't want to waste any time with resolving their clients concern). I always enjoy the same genuine DESIRE TO HELP as before I was a locked in customer! My only regret is not having found Tony Walker years earlier! I recommend Tony and all of his impressive staff members without hesitation! Debbie Strange

My wife and I attended numerous seminars, watched many webinars, read books, tried valiantly to…read moresort the chaff from the wheat and navigate the complexities of retirement planning. For some it's easy. For us it was overwhelming. When we began considering the countless possibilities, twists, turns, and potential mistakes that lay in wait, we realized that hiring a professional fiduciary was absolutely the best thing to do. So, we began shopping around. We read reviews and scheduled meetings. Both online and in person. Terry's webinars and his book impressed me. He seemed honest, very knowledgeable, and personable. We scheduled a meeting. That initial meeting far exceeded our hopes and expectations, and we decided to put our trust in APG. Terry ran complicated analyses of our situation and assets. He used proprietary software that took everything into consideration and helped maximize our gains and minimize our tax and future Medicare costs. This approach is vital because the software and the approach Terry uses identifies potential pitfalls and mistakes that so many folks make. His knowledge of current trends, law, investment options, and regulation combines the human component with the number crunching, and together, you end up with something that simply can't be obtained unless you have the innate knowledge and tools to reach that goal. Another reason we chose APG is their estate planning service. They offer legal assistance (through an attorney) that will help protect all of your assets, ensure you avoid unnecessary probate, and lay out clear instructions for your loved ones and heirs. Kelly is phenomenal, patient, and incredibly good to work with. Most importantly is the personal service. While some are fine with zoom meeting and phone calls, we wanted the option to be able to sit across a table and have things explained to us until we understood it. Terry and Kelly are amazing at this and have audiovisual aids and technology that facilitate that learning. We found it important to (initially at least) be able to get to know the folks we were handing our life savings over to. Terry and the entire crew at APG are sincere, patient, extremely knowledgeable, and we are genuinely delighted that we've found them and they're assisting us in our retirement journey.

From the owner: -Wealth Management -Retirement Education…read more-Income Strategy -Estate Planning & Preservation -Tax Planning

We have received excellent advice and service from Alan and his associates. I had a very difficult…read moresituation with my mother's estate and they had the very best people to assist me. Highly recommended.

From the owner: Mercurio Wealth Advisors' mission is to create and grow your wealth, protect and preserve your…read moresavings and plan for the distribution of your retirement savings in the most tax advantageous way for you while living and for your family when you walk out on life. Our primary focus is retirement income planning so that you can enjoy a more stress-free retirement lifestyle the way it was meant to be.

You'd think the vast majority of brokerage-related needs could be handled online or over the phone,…read morebut there have been a handful of cases in the past few years when I've been very happy there's an actual brick-n-mortar Fidelity branch in little ole Louisville. Sure, I wish it were downtown instead, but in this day and age it's sometimes nice just to have a place where you can talk face-to-face with a real person. (And when I come out here to the 'burbs, it's a great excuse to grab a bite to eat at Guaca Mole!) Anyway, as for Fidelity in general, these nice people babysit a nice chunk of my net worth, and they seem to do a pretty good job of it. Plenty of low-fee funds. They don't ever try to steer me into anything stupid. Vanguard still might be my fave, but I'm pretty faithful to Fidelity (get it?). If you ever feel the desire to hug a broker, you could do a lot worse than a visit to Forest Green Blvd.

I asked for a rollover from my IRA account and they did a distribution by mistake. I called…read morecustomer service and they refused to fix their error, even though they listened to the recording of my phone call and I did request a rollover. Worst customer service ever.

After years of trying to find the right financial planner we came across ARGI and feel so happy…read morethat we did! My husband works for a large engineering company and I am a small business owner so we come to the table with two totally different backgrounds. Yesterday was our second meeting with Joe Tichenor and Austin Jones and we couldn't be more impressed by our experience. They found a way to take our two different personality types and create a plan that felt right for where we are now and for where we plan to be in the future. We walked out feeling educated and confident in our financial path. We trust and admire the folks at ARGI and would recommend them to all of our friends.

Morgan Stanley seems very knowledgeable about the market but their service is absolutely terrible…read more Email responses from the financial advisors take at least a week, and that is only if you call the main office in New York and have them call the Louisville office to ask about the email. If you don't do that, they never respond to email. Morgan Stanley's e-sign program has more bugs than an old rotten log and is frankly impossible to use. I was excited to work with Morgan Stanley in Louisvile but soon discovered it's like leaving your money with Mable at the Mayberry RFD bank. Never use these people.

Dustin Whalin was the most helpful person alive throughout my home-buying process. Being a…read morefirst-time homebuyer I was frantic almost all of the time; worried about money, worried about work, worried about paint, worried about everything. He was always there, any time of day, to listen to me ramble, or answer any questions I had. Overall my experience buying a home was delightful. He made it easy for me, and reassured me every step of the way. I can honestly say I couldn't have done it, and probably wouldn't have, without his assistance. But today I get to go home to my cozy home thanks to Dustin. :) I would recommend him to anyone and everyone.

From the owner: Licensed in Indiana and Kentucky, I work to provide more than just real estate loans. Whether you…read moreare looking to buy a home or checking into refinancing your current home I can assist.