Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

I have been trying to call them because they locked my account. I've been on hold on different days…read morefor 45 minutes each day.. still never reached anyone. WORST CREDIT UNION EVER!!! Update: manager posted an apology.. how about hire more people and fix your problems! An apology without action is just an excuse!

Always an amazing experience. Excellent customer service, and everyone always has a smile on their…read moreface.

Will was a breath of calm for us in working through a recent financial crisis. He walked us through…read moreeverything and helped take the stress out of the entire process. Will is very knowledgeable and took the time to answer all of our questions clearly. He has continued to work closely with us and has alleviated a lot of stress for me and my wife. Thank you for everything!

Will is dedicated to helping people not just plan for their future, but making it work in your…read morebudget today! He is very professional, knowledgable in the industry of finances and makes you feel like part of his family too. I highly recommend Newman's Financial Planning.

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

I called 5-10 cpa/accountant in the area and they didn't know what I was talking about…read more Jeff, was very friendly and professional he was able to answer all my questions regarding vested/unvested stock and he took the time explaining everything to me. Thank you for being honest and kind and being very helpful to me!

Sales person pushing annuities. She was annoyed that I wanted to think about it…read more . Said I would run out of money in 6.64 years. So not true. Beware -

Please be careful when you're looking at investing. Charisse…read moreMackenzie is intelligent and engaging. Beautiful family. However, she was dishonest about her connections with insurance companies/LTC. As a fiduciary, she has an obligation to disclose that. I really wanted to support a woman. She's not trustworthy.