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March 2024 by Helen Daniel
Fantastic group of people with exceptional integrity. Just a pleasure to work with!
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January 2024 by Jared Cuda
I was reluctant to switch financial advisors since I had a 15+ year positive relationship with my prior advisor. However, after doing much research and interviewing several outfits, I couldn't be happier to have found Runey & Associates Wealth Management in Mount P. Jamie and Tyler are smart, responsive and personally engaged in every aspect of servicing their clients. The most important aspect that I respect is that they are trustworthy as well as their sincere desire to creating a mutually successful and productive partnership. Do yourself a favor and take the time to reach out these folks if you are in need of a competent, trustworthy and responsible advisor.
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January 2024 by Crystal Addison
My husband, Trey, and I can’t say enough things about Tyler and Jamie. I felt like they really wanted to get to know us. They asked us all the right questions and really dug into our goals and future plans for Retirement. While we are still very young, we do have goals, and we needed to know the best way to achieve them. These guys were able to create a one page plan that was very detailed and got us To a great start to ensure that we are happy and healthy in our later years.
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November 2023 by Betty Niermann
My husband and myself have been with Runey & Associates for several years working towards our retirement. We have met many times with Jamie and Tyler to discuss our retirement plans and dreams They have created a plan that showed us how to best manage our funds, through the ups and downs of the market, so we can make thoughtful decisions especially when it comes to major financial purchases. We began our retirement this year and are enjoying doing what we love and hoped to do as retirees. As this year has progressed, we have had questions come up regarding insurance, travel, withdrawing from our funds, etc. Jamie and Tyler have been excellent listeners to our questions. I especially love that they say let us investigate the question(s) and get back to us soon. When we regroup, they present us with options, the pros, and cons of each, and let us decide what we want to do. They do the heavy lifting on each of our concerns, which is appreciated, and allow us to make our decision. We feel confident that with their guidance, and our regular scheduled meetings, we will be able to continue to enjoy our retirement.
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October 2023 by Rebekah Singleton
I recently met with Tyler Peterson from Runey and Associates, and he was a pleasure to speak with and made me feel comfortable about starting my retirement process. He made it simple to understand, as my husband and I have always wanted to get started investing towards retirement but were uncertain of the correct way to go about it. Tyler took the time to sit down with us and answer any question we had so we could understand it in our own terms. Really excited for what the future now holds for us. Thank you, Tyler!
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October 2023 by Deborah Chute
Well these guys DEFINITELY make you feel like you are part of their family. They make you feel welcomed! We feel relaxed and comfortable to all the questions they ask, as well as we ask. They are directing us to the right decisions and concerns regarding our $$$ for our future and retirement lifestyle...Thank you James & Tyler!! We so very much appreciate it!!
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September 2023 by Sarah Rose
My husband and I had a comprehensive financial plan completed by Tyler and could not have been more thrilled. We have much more peace of mind about our financial future after having such a thorough plan and being able to better quantify the effects of our upcoming financial decisions. From start to finish, they were patient, attentive to detail and accessible. Our experience so far has been wonderful and I would recommend them to anyone.
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May 2023 by Jordan Taft
Runey & Associates has been extremely helpful and informative in my short time working with them. Tyler Peterson has done a great job giving me guidance on how to build wealth and the path to reaching my long-term financial goals. He is a true professional listening to/addressing every question I have in detail and provides great advice tailored to my current situation. It's a relief to have a trustworthy and personable team to help me along my journey!
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May 2022 by carrell cranswick
Very professionalConscientiousGenuinely concerned with the well being of our needsRadiates integrityGoes beyond their normal scope to assist usWould highly recommend Runey and Associates services for personal financial planning and retirement needs.
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May 2022 by Levi
Runey & Associates has been a breath of fresh air. They educated us about their investing philosophy, thoroughly analyzed our financial position, and put together a plan that has us on track for retirement. It feels like a weight off our shoulders now that we know how to budget our finances so that we can hit our future goals.
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April 2022 by Alma Runey
RA&A has helped me grow my retirement wealth over the past several years. Jamie, Linda, and James have been wonderful to work with. They advise me frequently what I need to do.
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April 2022 by David Mullen
Have been working with Jamie and his staff for several years. They put together a Comprehensive Financial Plan for us that gave us the confidence I can retire comfortably when I am ready.
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April 2022 by Basia Nadolna
Love working with the whole team at Runey & Associates. I always appreciate their hard work, attentiveness, and retirement planning expertise.
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April 2022 by Patrick Lowe
Under their management my portfolio has grown significantly and they have answered any questions I have had quickly and professionally. Very satisfied with their management.
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April 2022 by Peter Harrington
After a full career in the investment banking business, and as my 2015 retirement approached, my wife and I were looking for a more responsive advisor to begin the planning process. We had been with one of the large firms and did not feel we were getting the attention we needed, just constant pitches for product. A close friend suggested we talk to Jamie. From the first conversation we felt we were on the right course. The analysis of our current and future finances was detailed and understandable. Most importantly, my wife was fully engaged and very comfortable with how the plans were laid out. Needless to say we could not have made a better choice. Jamie is extremely responsive to any and all communications, no matter how small they may seem. If you are fortunate enough to have him take you on as a client I believe you will be writing a similar review in the future!!
