Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

I recently worked with Heidi at Centric Financial Solutions to help set up a new Payroll HRIS…read moresystem for the company I am an accountant for, and the whole experience was incredible. She was super professional, easy to talk to, and really took the time to understand what the business needed. It honestly felt like she cared just as much about getting it right as I did. She kept everything clear and stress-free, which made a big difference during a pretty big transition. I would recommend Centric to any business/ accountant who needs solid financial support and wants to work with someone who actually listens.

From the owner: Empowering small businesses with financial clarity, accuracy, and strategy. Let's make your numbers…read morework for you.

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.

Mr. Keeley had bought our accountants business. At the time he did not live in the state and told…read moreus how he would be moving his business here. We wanted him to tidy up our books, help change our filing status for our business and help with a transfer to QBO. But we were fed lines of crap on why he couldn't help. We switched firms for the 2025 tax season. When they were reviewing and prepping our books for taxes they found several things that should have been corrected a while ago and wondered why we were filing as an LLC and hadn't got a S Corp status. Well we were told we could only apply for S Corp status during a certain time, and we had missed it. Well come to find out that's not true. He could have saved our business a lot of money but he chose not to. Mr. Keeley has "offices"(he's not there and not staffed) in many states. He doesn't go the extra mile for his customers, he barely makes the block. He doesn't want to do your taxes if he doesn't do your books, but I didn't feel comfortable with that considering he never seemed to want to help or answer the phone. He's big on AI help, so that's who answers his phone. If I had a question I was given a very vague response as this was his way of persuading me to let him do the bookkeeping, basically saying I couldn't do it without him. My opinion you could get the same service using turbo tax and would be a hell of a lot cheaper. I would find someone who is more hands on and honest.

Great financial advice from an experienced accountant with a personality! Excellent service, worth…read moreevery penny. Thank you!

I got everything I was hoping for, and then some, in my time working with Joe…read more I came to him looking for some general guidance on how to manage my money and work toward some financial goals, and left with a complete mindset shift, confidence, and clarity on how to align my day-to-day financial decisions with my personal values. Joe creates a true judgment-free zone in his sessions, providing thoughtful guidance and encouragement without any prescriptive do's and don'ts. I highly recommend his services to anyone seeking more ownership over their financial path...my only regret is not finding him sooner!!

Joe is an amazing resource for the busy millennial who wants to take their financial habits from…read moregood to great. He dives into the harder topics around values, long-term goals, and desired lifestyle design which are crucial to knowing the WHY behind building better financial habits. His advice is easy to implement and doesn't require in-depth analysis to take meaningful action. My only complaint is that I didn't find Joe sooner! If you are on fence, do it now - you will get an immediate return.

I am extremely and forever grateful to Chad Campbell from CRE. Last year my family and I were so…read moreclose to being homeless, and It wasn't because we couldn't afford it, it was because I had horrible credit. In Oct. 2016, I answered a call from an unknown number and this guy Chad was talking to me about fixing my credit I usually hang up because I don't trust these type of calls. I listened to Chad and I signed up. He did exactly was he promised me he would do, he helped me fix my credit and I am happy to say that on Aug. 11, 2017 my husband and I closed on our home. Not even a year!! The investment was beyond worth it. Because of Chad Campbell I am now more credit knowledgeable, and my life has changed for the better.

Stopped by the Charles Schwab branch off Platte on a weekday morning to deposit funds into my…read morerecently opened account. Easy paid street parking right out front and a lot across the street. Was greeted immediately by a friendly representative who handled the deposit in just a few minutes. They did have a sign stating they do not accept cash. Would definitely visit this location again if I need any in-person banking.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Gene almy is rude and a poor invester. In 6 mo. He made me 12% the S&p made 11%. Ok but when i…read moreasked what my partner made it was 23% ok but the rude guy almy laughed and laughed ...the Rudest unprofessional person and the supervisor has yet to respond after a week. The reviews on yelp for schwab are only 1 star. They record all calls and give you small talk and make jokes and you pay about $800 for this abusive so called professional outfit. They are secretive..no direct number or no answer too busy Try calling and you get refered to a wrong numbers or if lucky 48hr. Call back ....48hrs its not untill after the weekend? And the supervisior wants to get ME another edvisor? Just sweep it under the rug no accountability. I want a letter of apology and a phone call but it has not happened for him LAUGHING AT ME.