Carmel, IN Financial Consultant

Lou is the best around! Hes always available if you have a question and all your account info is right at your fingertips. I recommend him to anyone looking for a top no ... more

Regions has really gone downhill over the years. What a shame. Banks used to actually care about the people's money they had. It is clear this one doesn't seem to care so ... more

Recommend highly.

We have used Andy Kemp, with Edward Jones, for a number of years now. We have always been happy with his service and communication.

Such sweet and helpful people!

Knocked on my door trying to sell his services. Our neighborhood has a no solicitation policy. When I complained to him about disturbing me and my family, he arrogantly s ... more

Positive: Professionalism, Responsiveness

I've worked with Doug for several years and have always found him to be highly knowledgeable and professional. He is a trusted advisor who is tireless is in approach to ... more

Letha, our Edward Jones advisor, is amazing! She is a steady guide. She is knowledgeable, and her kindness creates a welcoming space!

Zach is awesome! He has always been a valuable resource as a coach, colleague and mentor. Zach is consistent, patient and genuine in his efforts to help - which are demon ... more

The staff at Halter Ferguson has been amazing. They kindly walked us through every step of the process. We appreciate their knowledge, friendliness, professionalism and ... more

We have been very pleased with the personalized service we have received from Lewis Wealth Management. Kevin is able to explain complex economic information in a manner t ... more

USA Business Lending Inc's customer support team deserves accolades for their outstanding service. They were friendly, patient, and always available to address my concern ... more

Josh has been very helpful with retirement planning and management of our accounts. We are in a much better financial position and our retirement plans are on track! Hig ... more

That kind of service is hard to find.

I've been working with this team for over a year now. They do a great job of communicating on a regular basis along with face to face meetings. I believe they are outstan ... more

I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other big-name firms. Oaktree has consistently performed well for us but beyond th ... more

Jason Hutchins gathered our scattered investments 7 yrs ago and we couldn't be happier than we are today because of our current financial situation. Thank you, Jason. He ... more

Evia is a fantastic independent financial planning and advising firm. Dan Reichart brings decades of experience in wealth management. Im very please with their responsi ... more

Excellent team! Great communication and advice!

Michael was incredibly knowledgeable, thorough, and patient throughout our discussion. While many financial planners are trying to sell you a product to enrich themselve ... more

James is a very intelligent guy, and he understands structured settlements very well. He and I have worked together on some things for about a year now. He's had some f ... more

Had the misfortune to work with Justin Schreiber. He quoted me 20% down and low 3s for rate on an investment property. After providing docs and having credit ran this j ... more

Ok

I opened a business account for my sole proprietorship, and within 1 week was very unhappy with their customer service demanding a state registration when my state does n ... more