I am what you would consider a young professional. I learned early the value of planning and investing. But there are so many places out there. A bit of research shows why a mutual company is a must. With the assistance of my advisor, Jeremy Mercado, I have begun my journey into financial freedom!!! He listens, he spends time getting to know who you are and the goals and lifestyle you want to maintain and achieve.He explained each and every detail in terms I could understand and how it connects to my current and future plans. As well as keeping everything budget minded. 100% would recommend and am excited to continue this relationship with him!

Nice people help you plan for end of life. They sell whole life insurance to meet your family needs in event of your death. Not pushy or overselling. Asked about debts and assets, then gave me great advice without even selling.

I work with kyle younger here for financial advice and wealth management. Easy group to work with, no pressure. I would highly recommend.

Worst communication ever. Has taken months to get an investment cashed out. All documents have been sent. Finally showed up to get an answer in person and of course they are in meetings all day.