I was referred to Terri Wetzel by my sister based on her positive experience. I, myself, have met…read morewith Terri on multiple occasions over the past few years regarding my finances. The advice and knowledge I've collected over the years has helped me to make informed decisions when mapping out the best way to distribute my money. As my finances have recently changed, I've regrouped with Terri to better understand options with my retirement fund. She speaks in terms that are easy to understand and explains the pros and cons to different options. After not speaking in over a year, she remembered everything from our previous meetings. She either takes some stellar notes and studies before meetings, or she really is as personable and interested in her clients as she appears. I haven't worked with anyone else at Chesser, so I can only speak from my experience with Terri. I couldn't recommend her highly enough.

I have been a client of Derrick Stevens for a couple of years as a financial advisor. He is…read morebrilliant and exceptional as a financial advisor and planner, but what sets Derrick apart are his honesty and compassion towards the client. He truly cares about his clients and preparing them for the future. I highly recommend.

Andrew Weltz and his team at Charles Schwab are outstanding financial advisors. They advise, help…read moreset goals, and watch closely your investments. Communication and quarterly reports along with their mobile App make this firm outstanding. You get the same or better service from Charles Schwab than any other advisor service out there.

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

When it comes to Financial Advisors this is top quality service. I've been to a competitor with…read moreinvestments and they treated me straight up like if you don't make $100,000 a year and up that I wasn't worth their time. Well guess what I make a meager salary and you have to start somewhere right? We all know that Social Security won't be around forever and no job is a stable one. This place just isn't about investments, they do insurance, debt consolidation, etc. a whole financial plan. Best part you can go see where your out without shelling out the money. My family is now on our plan and will not have to work until we are 95 years old. Go see Randy Outhouse he will work hard for your money and time. "Fail to plan, then plan to fail."

I've worked with Gatewood Wealth Solutions for two years and have nothing but good things to say…read moreabout their level of professionalism, fun-loving company culture, and absolute brightest brains in the business. Talk to any employee, and you immediately get a sense for the deep level of care and commitment they have for each client. And, unlike other firms, GWS' planning and investment committees work side-by-side to meticulously manage clients' portfolios against their goals. That makes a big difference in outcomes, and you can't beat the fact that the offer a free plan and portfolio review before you even sign on as a client. Highly recommend.

From the owner: At Gatewood Wealth Solutions, we are on a mission to share our experience with individuals and…read morefamilies -- helping them become and remain financially self-reliant, so they can give purpose to their money. Our goal is to give you confidence -- that you'll reach your goals, that your family will be taken care of, and that you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we're here to walk alongside you. We'll help you stay the course even during turbulent times, and we also offer integrated technology solutions to empower and enable you to track your own progress toward your goals. To us, at Gatewood Wealth Solutions, financial freedom, self-reliance, and financial confidence go hand-in-hand. Are you ready to experience the difference it makes having someone on your side of the table? Contact us today to learn how we can partner with you to help you work toward your goals and find your confidence.

I've been investing with Aaron for almost 6 years. I have the up most confidence in him. His…read morestrategy is right in line with mine. He is a very open and friendly advisor. He will not talk down to you or make you feel incompetent. He will take the time to explain every aspect of the investments that he's recommending. I have come to think of a friend who's counsel I respect.

Moving to a new place is scary enough when you consider leaving everything you're familiar with…read morebehind. When you know your rent will double (if not triple!) and other things get more expensive, it makes the situation even more stressful. Before making any major decisions, I figured it best to have someone take a look at my finances. Wendy and i have known each other socially for a few years now and I knew she did something with money, stocks and helping people make more money. That's about it. Don't get me wrong, either, I don't have extra money to be putting into stocks right now. I just wanted someone who doesn't count on his/her fingers (like me!) to make sure that my updated budget seemed reasonable. She was kind enough to meet up with me over coffee and talk through my concerns about "movin' on up" to a bigger city. She busted out her financial calculator and went through all of the expected expenses and even suggested that I start saving more money as a "cash cushion" in case there were any unexpected emergencies far, far away from anyone I know. She also told me that I won't be allowed to buy clothes for awhile, but somehow I just can't stick to that rule. Guess that means I'll be eating hot dogs at home on Friday nights for awhile, huh? :) Really, it's not any financial planner's "job" to go through some sad-looking Excel spreadsheets and help you do basic math to figure out how much rent you'll be able to afford. But it was very kind of Wendy to do so and I appreciate the reassurance that everything is going to be OK. If you do have extra money to invest and want to work with someone who's savvy and trustworthy, give her a call! She'll gladly help you out!

I love Mark Anthony Insurance. Mark is a broker, so he calls annually to re-evaluate your current…read moreinsurance provider to ensure you are always getting the best rates possible. What I love about Mark is that he goes the extra mile. I was recently in a car accident and couldn't get a rental because all of the local rental companies were sold out for the day. Mark picked me up at my house and drove me to the airport (40 minute drive) to get a rental. When that didn't work out, he took me to Clayton. This is after he spent the morning on the phone to help find an available rental. Much appreciated!

Recently switched from State Farm to Mark. I was with SF for 15 years & didn't realize how under…read moreserved I was. Mark did a great job. He saved me money along with getting comprehensive review of everything. Mark made the transition easy