Patrick Brooker did a fantastic job explaining and answering my questions, he was thoughtful, thorough, and knowledge...
Patrick Brooker did a fantastic job explaining and answering my questions, he was thoughtful, thorough, and knowledgeable on the service he was offering and what the company could offer as well. I thought it was going to be a stressful … More
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I left Merrill Lynch for SAM in 2008 when I realized that they cared more about their profits than my gains. Jon Sato...
I left Merrill Lynch for SAM in 2008 when I realized that they cared more about their profits than my gains. Jon Satovsky and the SAM team have not only giveb me sound financial advice and grown my money but have helped me in every … More
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Michelene Colette And the entire Jeff Waddle agency are efficient, polite, respectful and always willing to help in a...
Michelene Colette And the entire Jeff Waddle agency are efficient, polite, respectful and always willing to help in a very fast way. I have been with other insurance agency but I must say State Farm takes it home. They look and help for … More
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Chris and Zack are great. They listen to any questions and do a fantastic job answering and guiding you. They always ...
Chris and Zack are great. They listen to any questions and do a fantastic job answering and guiding you. They always have your best interest in mind and do a great job painting a clear picture of the short term and long term plans and why. Very trustworthy and dependable!! Highly recommended!!
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The way Michelle and her team combine professional financial management with personal attention is exceptional. They ...
The way Michelle and her team combine professional financial management with personal attention is exceptional. They have exceeded all my expectations regarding the role of a financial manager, and the positive impact that has had on my life.
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Midas Wealth – Private Client Group was recommended to me by friends and family, and I’ve been working with Peter Hu ...
Midas Wealth – Private Client Group was recommended to me by friends and family, and I’ve been working with Peter Hu and the team for over a year. They have been consistently professional and respectful, and most importantly, they’ve guided me toward smart savings decisions, solid investments, and thoughtful future planning.
They are always reachable and responsive, and they tell me what I need to hear in a clear, straightforward way. I truly feel they have looked out for my best interest and have never steered me wrong.
I would recommend Midas Wealth – Private Client Group for their honest business practices and their knowledge in building the right investment strategy based on your specific goals and needs. Thank you to Peter and the team, I feel much less stress about my financial future.
Services
Financial planning, Wealth management
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David with Wharton Wealth Planning provides comprehensive retirement planning services. The customized report he deve...
David with Wharton Wealth Planning provides comprehensive retirement planning services. The customized report he developed for me included an investment analysis and retirement recommendations based on my current portfolio and various retirement scenarios. It was tailored to my investment comfort level and his projections included detailed backup. I appreciated David's thorough process and his prompt attention to any questions, and I highly recommend his independent financial services.
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My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial plann...
My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial planner, Chris Jennings, is incredibly detailed and responsive. (plus, just really fun to talk to!) We feel so much better and confident about our financial strategy and future now with the expertise and partnership of Chris and Heron Wealth. Would not hesitate for a second in recommending if you need to get your personal finances in order. Thank you, Chris!!
Positive
Responsiveness, Professionalism
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About a year ago, my wife and I decided that we needed a financial planner to help manage our money wisely. That's wh...
About a year ago, my wife and I decided that we needed a financial planner to help manage our money wisely. That's when our attorney highly recommended Francis Financial to us.
Even though we've only been working with them for a year, their professionalism, responsiveness, and excellent communication have really stood out to us. They took the time to understand our needs and put together a financial plan, which we implemented. Their guidance has been valuable, and we're both very pleased with the level of service we've received.
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I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly fe...
I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.
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