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March 2023 by beth Garlick
Great place to work!
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March 2023 by Morgan Ballew
Very professional, friendly and responsive team. As a current employee, I am very fortunate to have the opportunity to work with great advisors and clients.
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March 2021 by Jenna TeKolste
Great, ethical leaders and a great product available to advisers and their clients. As a former employee, I truly felt good about the work being done and the trajectory of this company. Recommend to anyone looking for that first-name-relationship with their TAMP/RIA.
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March 2021 by pallet rack
Do your research !The owner has been in several companies that didnt pay loans back ! A quick google will show you they have had lots of complaints about brokers and RIP offs!I got took and want everyone to know.this is not a reputable group !
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March 2020 by Dennis Reed
if you do business with them you are not doing your self any favors. Brian, and andrew both ripped me off so bad. set me up in account that is all commison to them. the postitive review ( OPJayhawk) below was by Brian so beware of fake reviews. Research their inspiring leaders and you will def not be using them for your money management! I lost money! havent made anything thats worse that a savings account. this group is clueless GET OUT WHILE YOU CAN if you CAN. I suspect you wont they Get you in and bleed you dry!
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March 2020 by Don Mueller
Years after I left them I’m still feeling the effects of poor money management Stuck in a fund I still can’t get out of. Beware REITs.
