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March 2024 by Sydney Laster
Jerry Means and his team provide amazing service. He takes the time to explain what he is doing and we feel very involved every step of the way. We are confident in the process and where we are headed.
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March 2024 by kristie klagge
I saw Jerry for an on track retirement review, a year ago. He is easy to talk to and explains all the different investment options. Before tax time; I was having difficulty getting all of my tax forms together. He helped me make sense of it.
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March 2024 by Jeanette Wipfler
Jerry always takes the time to explain everything in detail and give options when needed.
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February 2024 by Greg Hartzell
Thanks to Jerry we are feeling very secure in our recent retirement and future plans! He helped us invest with confidence guiding us and making us feel good about everything he suggested. Means Financial gave us clear, thorough information and wonderful customer service from all!
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February 2024 by Lisa Petroff
My husband & I started with Jerry just recently in 2023! From the very start of meeting him we felt reassured & confident that Means Financial Group was dedicated in the best interest of his clients! His staff are as personable as he is!! It’s little scary when you are entrusting someone with your life savings, however that feeling of scary went quickly to relieved & wishing we would have met him years ago!! I would highly recommend Jerry & his group, his dedication & explanation of his strategy is very comforting! He treats you like family! If you are in need of a financial adviser need to make an appointment with Jerry Means Financial Group!
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February 2024 by Patrick
Means Finacial group has treated us with the utmost respect and professionalism. Jerry and his staff have went above and beyond to answer our questions and give us peace of mind. With the current economy and uncertainty that had existed, Jerry assured us that the strategy's he was using would give us the safest and best possible outcome with what we had to invest. Always taking the time to explain and breakdown the information that we could understand. His honesty and obvious "family man" demeanor gives us the confidence we were looking for. I highly recommend using Means as yourFinacial advisor. Regardless of the amount of assets you have, Your treated respectfully!
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February 2024 by Patricia Curry
I couldn’t feel more comfortable with everyone in the office. I had what I thought was a little financial crisis recently. Jen calmed me down and made sure everything was cared for until I could meet with Jerry. My meeting with Jerry was equally successful. I couldn’t be happier. I made the right choice moving my business to MEANS Financial. Thanks.
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February 2024 by kim jimenez
Always, very thorough, professional, and very friendly customer service.
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September 2023 by Elizabeth Dulebohn
Need more than 5 stars ! So helpful and patient to answer questions and find solutions.
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August 2023 by Elizabeth D
Means Financial Group has been so helpful to find solutions and answers to all my questions. I cannot recommend then highly enough!! 10 stars...
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July 2023 by Nancy Seibel
Very professional and also personal. Have full confidence in them.
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June 2023 by Jo Hall
My meeting with Jerry was very informative. He and Jen were both so gracious as usual. It was a pleasure.
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June 2023 by cliff spinner
Always great experiences
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October 2022 by Joseph C
If you are looking for a financial advisor that puts you and your financial needs first, I would highly recommend ***** *****. ***** has guided me in the direction that was right for my current and future financial needs.If your looking to get rich quick, he is not your guy. But If you are looking for sound advice and want to create a solid plan for the future, ***** is your man.Thanks ***** for helping me secure a plan for continued income, as I retire.*** *****
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September 2021 by Barbara Kinder
We really like dealing with Means, we feel like we are getting good advice.
