May 2023
These guys are really with with people I have no complaints and they are very courteous to customers.But the real problem is they are not that great with their financial advise and I never NEVER saw my portfolio beat the market, if that is the case why do we pay these guys to maintain my money. Think twice fellows.
April 2022
Wesley, Karen and Ashlyn are phenomenal. They are very caring, friendly and go way above their call of duty, They are always there when needed. I highly recommend Wes and his staff to serve as your Financial Advisor!
May 2021
I met with several financial advisors in my search for the right place to park our 401k's after we retired. Wes shined brightly and has proven himself in the years since and we take comfort in knowing that he truly has our best interests at heart. His staff is as awesome as he is.
