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“My wife and I have conveyed to Ryan Curtis many times how impressive his level of service is for all of our financial aspects of life. We are so appreciative for having the opportunity to work with Ryan given his integrity. This for us was the most important factor in entrusting Ryan to help us move forward toward financial goals with him as our financial advisor.Ryan is exceptional in explaining available products and services to help us evaluate and inform our financial decisions. Ryan’s clear presentations, expert analyses, and knowledge of market conditions are very comprehensive, as well as readily understandable. As a result, we’ve conducted a multitude of financial investments and engaged in many related financial services. Some examples of the latter are life insurance policies tailored perfectly to our circumstances, mortgage financing and refinancing analyses, and estate planning and dispensation. We engage frequently with Ryan for financial perspectives and corresponding investment options, and thus have steered our portfolio with full knowledge of the risks and benefits conveyed. Ryan has always worked in our best interest and is balanced in his approach to investing and management of finances. He helps understand ways to set realistic financial goals for the present, and that all important life pursuit of planning and solidifying goals for retirement.Expanding on the above mentioned estate planning, this for us was a complex and lengthy process whereby we sought Ryan’s assistance and recommendations. He provided exceptional referrals and arranged for internal expert analyses of our documents via knowledgable and proficient Stifel advisors and attorneys.Based on our continued positive experiences and outcomes, my wife and I have recommended Ryan to many others, including family members, friends, and work colleagues. Ryan is a tremendous asset for his communication skills, financial analytical capabilities, capacity of analyses, continuously demonstrated integrity, and an ever-expanding knowledge of the many dimensions of financial products and services. Those who’ve followed-up with Ryan have all conveyed back to us their ‘thank you’s’ and appreciation, citing Ryan’s high level of service, honesty, and straightforward financial approaches tailored to individual needs and circumstances.My wife and I highly recommend Ryan Curtis.”
“Jim Hamari has been my financial consultant for about 25 years. He is an absolute pleasure to work with. As I said to some friends recently: "I consider Schwab to be the gold standard of client service. You can double that for Jim Hamari."”
“Steve English has become someone I can trust with absolutely certainty in financial planning. In my early stages of meeting with him, he took the time understand my current position and my goals for the future before recommending the products and strategy for what I needed to carry out that plan. What impressed me the most is the knowledge in his field and his desire to study and research the current market.”
“I have worked with Jennifer Murray for years. She really cares and is not afraid to give you pros and cons of all options. She has also worked with other family members and is always attentive and honest. I highly recommend her for all of your financial planning needs including investments.”
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“Josh has the heart of a teacher which has been awesome. So many people in the financial world talk down to you or tell you that “they got you” which is annoying. Josh on the other hand will not only take great care of you, but will teach you along the way so you understand the short and long term plan for your money. Building wealth through a competent advisor like Josh is key to long term financial stability.”