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Recent Finance Advising Reviews in Farmington

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    Scoreology
    I spoke with Scott for assistance and he gave me several different options. He even followed up with me afterwards to see which direction I chose about 1.5 months later.
    - Louis M.
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    GATEWOOD GROUP
    I began to work with Gatewood-Spalding during July '17. They effectively helped me get to the point that I could successfully retire and begin this “chapter turning” event in my life. First, I’ve been saving and independently and successfully investing for my retirement since the early ‘90’s. I periodically met with few financial planners over the years as a reality check/sounding board for how I was progressing toward my retirement readiness. These meetings served their purposes but nothing impressed or taught me anything in any significant or meaningful way. Last summer I wanted to achieve a good understanding about “post-retirement Tax Efficiency” planning, as well as Social Security planning and optimization. Through a contact of mine at Northwestern Mutual, I got a referral to Gatewood-Spalding Wealth Management (Clayton) who is an independent financial planning and investment management company that is backed by Northwester Mutual’s extensive resources and financial strength. Their services include retirement, estate and business planning, Risk Management Solutions and Investment Strategies (to help you achieve financial security) and Trust services. I’m never been easily impressed by much in my life, but I indeed was with Gatewood-Spalding’s strong analytical, detailed, integrated and customized approach to my situation. I’ve recently decided to take advantage of some of their Risk Management Solutions and Investment Strategies and I now approach my retirement with complete confidence. I’m a very satisfied customer of theirs.
    - David and Janet S.
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    Phoenix Credit Consultants
    Phoenix Credit Consultants was responsive and professional. To be honest, I was a bit embarrassed and I didn't want to deal with the issues I had. I'm more of a, "bury your head in the sand" type of person, but this time, I didn't have a chance; I had to refinance my loan.  The staff at Phoenix Credit Consultants were kind and patient and I never felt judged.  I never felt like they were trying to upsell me; they made it clear from the beginning that they wanted to fix my credit as soon as possible. I never got the impression that they were dragging out the process in order to get more money from me.  I was very skeptical about the credit repair industry and because of this company, I'm a believer.
    - MK K.
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    A G EDWARDS
    KARA NOT ONLY REVIEWED AND TRANSITIONED MY PORTFOLIO TO BE MORE PROFITABLE BUT ALSO HELPED WITH TITLING OF ALL MY ASSETS: BANK ACCTS, CARS, HOME, LIFE INSURANCE TO MAKE SURE IT IS PASSED ON THE WAY I WANT IT WHEN I DIE.
    - KAREN K.
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    WACHOVIA SECURITIES
    WE HAVE BEEN CLIENTS WITH SANDY AND HER HUSBAND DEWEY (MUNDWILLER) SINCE 1986. AT A MINIMUM, WE MEET IN PERSON WITH SANDY AND DEWEY TWO TIMES PER YEAR AND COMMUNICATE WITH THEM VIA PHONE ON A QUARTERLY BASIS. THEY DISCUSS WITH US OUR FINANCIAL GOALS AND DEVELOP INVESTMENT PLANS (ENVISIONING PROCESS) WHICH WORK TO MEET OUR NEEDS AND GOALS.
    - DEBBIE H.
  • A
    New Era Debt Solutions
    It went great. They were excellent, professional and effective. They kept their word and hey helped me tremendously.
    - Demetrius S.
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    Edward Jones
    I met my broker with Edward Jones at my house. I guess the new brokers get clients by going out and ringing doorbells. I basically had a need for them when she came knocking on the door because I was retiring and going to be needing an financial advisor. I've been using them now for two years. I talked to her about six months and then she helped me make some decisions. They're a stable company. Their service and advice has been great. I've never found anything wrong with it.
    - Susan L.
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    GARBACZ GROUP
    They do contact me more often and regularly than the other person I used to work with previously.  They are good about initiating contact.  They monitor what is going on with me and make sure that there are no changes that I want to make.
    - LINDSEY L.
  • A
    CDS Group Financial Services LLC
    We were very pleased with the service Mary provided and the information she gave. Compared to another accountant we consulted with, Mary gave much clearer direction and information. We felt we had information we could use to minimize our tax bill from the business venture. Excellent experience.
    - Kathleen R.
  • A
    CDS Group Financial Services LLC
    Mary Dorn is: professional, efficient, perceptive, and a good listener. I have always handled my own tax filing, but this year I had some complications that made tax preparation beyond my scope.  First, I became an "accidental landlord." (The house I left will not sell for what I have invested in it, but it's in a good neighborhood so it rented right away).  Second, I became eligible for social security, albeit at a twice reduced level since I am 62 and I do work..  Mary listened to my questions and concerns and addressed all of them. She asked further questions and took care of my  taxes quickly and professionally. I think she is so good at what she does because her knowledge is quite broad and not confined to taxes alone. She has experience in insurance, in stocks and bonds as well as being a pro at taxes and financial planning. I left her office knowing a lot more about being a landlord, assured of the right time to take social security and with the knowedge that I now had an accoutant -- someone I look forward to seeing so much it almost takes the sting out of paying taxes!   C. D. Evans
    - Corinne E.
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Financial Advisors in Farmington

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