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May 2023 by Brian M.
My wife and I have worked with Jeremy for over ten years and have been extremely pleased with the results. Jeremy and his office staff are very responsive, helpful, honest, and easy to work with. With an exceptional personal touch, Jeremy has helped us navigate through several major financial decisions in a tide of ever-changing market conditions. We couldn't be happier with Jeremy and the Conversant Wealth Management team!
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March 2023 by Rohit P.
Jeremy at Conversant has been a breath of fresh air when it comes to managing my finances! A personal relationship was quickly fostered between Jeremy and I so this doesn't feel transactional and gives me peace of mind that Jeremy, and team, have my best interests at heart! He is always readily available to help answer any questions and concerns that I may have. With the current state of the economy and financial markets as a whole there are plenty of questions! A work colleague introduced me to Jeremy and he became my first financial advisor and will be my only one! Thank you Jeremy for all you have done, and are doing for me to help secure my financial future!
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March 2023 by laura h.
I've been working with Jeremy for about 12 years and he's provided excellent financial guidance through many major life changes including career changes, marriage, kids, etc. At each point he's been such a great resource to help decide the best way to financially manage everything from retirement funds and short term investments to house remodels and making sure we are setup to cover the cost of college for our kids. We've also been very happy with the success of our investments under his watch. Jeremy listens and communicates well, he really cares about our well being, and has helped us feel secure in our financial future. Highly Recommend!!!
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March 2023 by Logan D.
I have been working with Jeremy and Conversant Wealth for a few years now, and couldn't be happier with their services. I am very appreciative of Jeremy's honesty and transparency around market conditions, as well as the actions he takes and plans to take on my behalf to help our money grow. If you're looking for someone who truly cares about your success and delivers a great customer service experience, look no further.
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February 2021 by K N.
When it comes to having someone manage your money, the first and most important priority, I'd imagine, is trust. Trust in someone with impeccable business ethics and a moral compass that is unquestionable. That said, Jeremy Niederstadt has been my trusted advisor for almost 15 years. When my wife and I first asked Jeremy to help us with our finances, we had very little and no clue how to plan for the future. He, at the time, was handling high net worth individuals and we barely had 2 nickels to rub together. That said, never once did he make us feel like we were any less of a client. Now, several years later and 2 additions to the family, Jeremy has put us on a plan to financial security for not just my wife and I but also our two children. To say that we are grateful to Jeremy would be a drastic understatement. His character and his integrity are his greatest assets. His genuine care for his clients is a blessing to all of us who rely on him for our financial futures. I will be eternally grateful for all of the things that Jeremy has done and will continue to do for our family. Thank you Jeremy!
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December 2020 by Dominic L.
Patrick Kim is the most honest financial planner I ever worked with. He makes me feel that he always has my priorities in mind and not trying to "sell me something". I am glad I found him. His knowledge on investment and insurance is insightful and helpful to address all my needs.
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October 2020 by Peter E.
The team at Conversant Wealth have been great. Their advisement and management of our portfolio has provided great returns. They are very trustworthy and take your family's interests to heart with the utmost of consideration and professionalism. I would recommend them to anyone looking for a team of people that care and who you can trust with your family's future.
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October 2020 by Matt D.
This team has been a game changer for my family and I. Investment advice is hard to find! Jeremy is trustworthy and works hard to meet client demands in a challenging market.
