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Recent Finance Advising Reviews in Sylvan Lake

  • A
    Krupp law Offices PC
    There is not one person in the entire office who isn't helpful and understanding. Krupp Law Offices and his team were able to help me through a very tough time in my life. They made it the entire process easy, and were extremely professional. I wouldn't recommend another law office
    - Delores T.
  • A
    Hantz assigned a team to review all our finances and more. They handle our banking, our taxes, our investments, our retirement income, our estate planning and our insurance (home, auto, long-term care and umbrella). Our team had experts in each area who reviewed our status and made recommendations with numerous options which they took the time to explain thoroughly. After initial analysis and organizing, we now meet 3 or 4 times a year to review and revise if necessary. All this for a single annual price is a real bargain. It really helped us to get all our ducks in a neat row. We are very pleased with the service. We are now confident of our finances and our lives are organized better than they have ever been. And we have much more time to enjoy the fun in life.
    - David E S.
  • A
    Kennedy Financial Group
    Brandon and his team were very helpful. They confirmed all of our plans and has set us on a path to success.
    - Gary D.
  • A
    Wunderlich Securities Birmingham
    It's been very good. The adviser that we have been working with pays very close attention to our accounts, he's in contact with us multiple times during the month whereas larger corporations that we were involved with before we heard from them once or twice a year. We are very pleased with the attention that we get from them and the service that they provide. I am satisfied with the price.
    - cheryl b.
  • A
    Clear Strategy
    I felt very at ease working with T.J.  He asked me all the important questions needed to help me in my situation.  I felt comfortable knowing he is more of a consultant guiding me down the right path, as apose to people I've worked with in the past that tend to recommend the same cookie cutter products to everyone.
    - Burton K.
  • A
    LPL Financial - Farmington Hills
    He seemed to look out for our interest, he fixed question based on what our needs were and what were our capabilities of doing Retention ratio financially. He is also knowledgeable with what he does and I would rate his quality high since I’m not sure about his company.
    - Michele P.
  • A
    Mdj Financial Services
    This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
    - Lisa L.
  • A
    USAA Bank
    They are the best. You have to have been in the military or military family member in order to use them. They are always available to us and 100% responsive. They are always on your side if something goes wrong. They are the absolute best in that field.
    - SANDY G.
  • A
    American General Financial
    Within the first month I received a statement about my account. It was very detailed and had clear explanation about my same as cash instruction. I was very pleased that the detail was clear and no hidden agenda was in the small print. I paid it off 3 weeks early and within two days of mailing my check and called them by phone and they verified my balance was zero. They were prompt and efficient.
  • A
    Morgan Stanley Smith Barney
    It was easy to get a hold of him. He does not make me feel like what I was talking about. He takes my questions very seriously. He was very knowledgeable in his area. He does not pressurize me.
    - Norma M.
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Financial Advisors in Sylvan Lake

Companies below are listed in alphabetical order.

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