Colorado’s Top Rated Local® Financial Advisers Award Winner: Dechtman Wealth Management

Top Rated Local® is pleased to announce that Dechtman Wealth Management is a 2019 award winner for financial advisers in Colorado!

From financial planning to estate planning, you won’t find a more professional financial advisory firm to work with than Dechtman Wealth Management.

Dechtman Wealth Management has received dozens of reviews on multiple verified sites with an average rating of 4.75 stars, earning them a magnificent Rating Score™ of 91.50 and a 2019 Top Rated Local award for ranking among the top five financial advisers in all of Colorado!

Here’s just one of their many five-star reviews:

“Our experience with Dechtman Wealth Management has always been very good. They are helpful with any questions, as well as patient with us, regarding our decisions. They are good about keeping in touch and good with helpful updates which is especially reassuring when things change so quickly. The seminars are helpful, too; just to know what they are thinking about the current trends.” – Terry S.

A One-of-a-Kind Financial Advisory Firm’s Secret to a Strong Online Reputation

Dechtman Wealth Management has managed to build the kind of reputation any business owner would envy, and to learn a little more about that reputation and this one-of-a-kind business, we sat down with the owner, Adam Dechtman.

The first thing we wanted to know was what makes Dechtman Wealth Management unique compared to the many other financial advisory firms in Colorado. Adam told us:

“Dechtman Wealth Management is an independent, family-owned financial advisory business that provides the resources and expertise of a large firm while providing first-class service and personal attention. As fiduciary advisors, we act in our clients’ best interests and hold ourselves to a higher standard of care.”

Adam went on to add:

“Dechtman Wealth Management provides comprehensive wealth management, financial planning, tax planning and estate planning. Our comprehensive services include investment management, retirement income planning, tax-reduction strategies, Social Security benefit analysis, Medicare planning, college planning and much more. Whether someone is a retiree or pre-retiree, a business owner, receiving an inheritance or going through a life transition, we help them gain clarity, control and confidence in their financial future.”

Making the World a Better Place by Giving Back

We also wanted to know what their mission is at Dechtman Wealth Management and how they work to make the world a better place. Here’s Adam’s response:

“Since the company’s founding in 1984, giving back to our clients and the community has been the cornerstone of our values. My journey to becoming a wealth advisor started when I was 18 years old after my father passed away unexpectedly. I saw the struggles my mother dealt with while trying to manage the family’s finances, and it was during this difficult period that I knew my passion in life was to help people gain clarity, control and confidence in their financial decisions.”

Outside of building a powerful online reputation, Dechtman Wealth Management has grown by hosting educational programs and fun client events for their clients, as well as their friends and family.

It’s clear that Adam knows a thing or two about growing a business and building an online reputation. Here’s his expert advice for the many other business owners out there:

“Abide by the Golden Rule — treat others how you would like to be treated.”

Adam ended our conversation with this sentiment:

“At Dechtman Wealth Management, we believe in a client-first approach. Why? Because it’s the most meaningful way to serve our clients. Come see what the Dechtman difference is all about!”


Congratulations to the team at Dechtman Wealth Management for being a 2019 Top Rated Local award winner!

We highly recommend Dechtman Wealth Management in Centennial. Visit their website today!

Kentucky’s Top Rated Local® Financial Advisers Award Winner: Edward Jones – Financial Advisor: Daniel B Van Horn

Top Rated Local® is pleased to announce that Edward Jones – Financial Advisor: Daniel B Van Horn is the number one financial advisor in all of Kentucky for 2019!

From college savings to retirement income strategies, Edward Jones – Financial Advisor: Daniel B Van Horn is the financial advisor to turn to in Nicholasville.

Edward Jones – Financial Advisor: Daniel B Van Horn has received dozens of reviews with an impeccable average rating of 5.00 stars, earning him a spectacular Rating Score™ of 92.00 and a 2019 Top Rated Local award for being ranked the number one financial advisor in all of Kentucky!

Here’s just one of his many five-star reviews:

“Daniel is the perfect mix of a teacher who shares knowledge and a professional who helps to manage your money. As a female investor needing some guidance (OK, a lot of guidance), Daniel is the perfect mentor! I referred him to all of my adult children after meeting with him. I highly recommend [his] services!” – Kathy L.

Not Your Average Financial Advisor

We wanted to know what makes Kentucky’s number one financial advisor so special, so we took a few minutes to talk with Daniel Van Horn himself.

The first question we had for Daniel was what makes Edward Jones – Financial Advisor: Daniel B Van Horn unique compared to his competition in Kentucky. He told us that he’s all about education and that he’s dedicated to breaking things down in a way that people can easily understand.

We also asked Daniel about his mission and how he works to make the world a better place. Daniel told us that he was inspired by a book he read, Rich Dad, Poor Dad, to help others understand how wealth is made so that they don’t miss out on any opportunities.

Building Success by Asking for Reviews

When we asked Daniel what his secret is to such a strong online reputation, he said:

“I ask people to leave reviews.”

Apart from building the kind of online reputation any business would envy, Edward Jones – Financial Advisor: Daniel B Van Horn has spread the word about his service through community involvement and by being the President of a number of the county’s networking groups, as well as the local Kiwanis chapter.

Every business owner wants to grow their business and build their online reputation the way Edward Jones – Financial Advisor: Daniel B Van Horn has. Here’s Daniel’s advice for them:

“Work hard, and go door-to-door to build relationships.”


Congratulations to Edward Jones – Financial Advisor: Daniel B Van Horn for being a 2019 Top Rated Local award winner, and thank you so much, Daniel, for taking the time to speak with us!

We highly recommend Edward Jones – Financial Advisor: Daniel B Van Horn in Nicholasville. Visit his website today!

Colorado’s Top Rated Local® Financial Advisers Award Winner: Colorado Wealth Group

Top Rated Local® is pleased to announce that Colorado Wealth Group is the number one financial advisory firm in all of Colorado for 2019!

When you want comprehensive financial planning services in Denver, there’s no better financial advisory firm to work with than Colorado Wealth Group.

Colorado Wealth Group has received dozens of reviews with a perfect average rating of 5.00 stars, earning them a phenomenal Rating Score™ of 92.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Colorado!

Here’s just one of their many five-star reviews:

“Steve Harp and his team at CWG are amazing. My wife and I hired them as financial advisers one year ago. They came up with a long-term financial plan that accounted for multiple future scenarios including early retirement, overseas travel and changes in career. Additionally, they advised us on life/disability/car insurance. The team at CWG can also help monitor your spending habits (with your permission of course) and advice you on better ways to save money and build wealth. In short, if you want world-class service, expertise, 24/7 accessibility, this is a place I highly recommend.” – Ahmed H.

Not Your Average Financial Advisory Firm

We wanted to know what makes Colorado’s number one financial advisory firm so special, so we took a few minutes to talk with the owner and Founder, Steven Harp.

The first question we had for Steven was what makes Colorado Wealth Group unique compared to their competition in Colorado. Here’s what he had to say:

“If you want truly objective advice and don’t want to be sold something on day one, choose us. If you want to feel like you are part of a community, choose us. We consult every client first before we get into the possible solutions. We consult our clients first to help people get a picture of where they are and where they are going before putting their money into us. With us, you know what you are getting before putting your money in. You date us first before you marry us.”

We also asked Steven about Colorado Wealth Group’s mission and how they work to make the world a better place. Steven told us:

“Our mission is to educate and inspire clients to take hold of what matters to them most, and hopefully, to make our clients more aware and educated. The more clients we help, the bigger impact we make as a company.”

Building Success by Creating an Exceptional Experience

When we asked Steven what their secret is to such a strong online reputation at Colorado Wealth Group, he said:

“Our focus is on creating an exceptional experience for our clients. We make casual mention to review us on Google. We are trying to focus on what is missing in our industry, which is good, solid, holistic financial planning advice. We are set up to help anyone who cares. The more complex someone’s situation, the better we can help them, but that doesn’t mean we can’t help someone with a simple situation.”

Apart from building the kind of online reputation any business would envy, Colorado Wealth Group has spread the word about their service through referrals from their clients, as well as by putting together events for their clients where they can bring their friends.

Every business owner wants to grow their business and build their online reputation the way Colorado Wealth Group has. Here’s Steven’s advice for them:

“I think the most important thing is to understand who you are. If you know who you are, then convey that in your site. …It’s about how you portray your brand rather than how much you spend on it.”

Steven ended our conversation on this thankful note:

“Shout out to my wonderful team. If we didn’t have such a focused team and such a great team atmosphere, then we wouldn’t be successful. Because of our welcoming and knowledgeable team atmosphere, our clients want to be a part of it. I also want to give a major thank you to the clients that have trusted us for all the years so far and many more to come.”


Congratulations to the team at Colorado Wealth Group for being a 2019 Top Rated Local award winner, and thank you so much, Steven, for taking the time to speak with us!

We highly recommend Colorado Wealth Group in Denver. Visit their website today!

Maryland’s Top Rated Local® Financial Advisers Award Winner: Quantum Financial Advisors

Top Rated Local® is pleased to announce that Quantum Financial Advisors is the number one financial adviser in all of Maryland for 2019!

If you’re looking for a financial adviser who can help to make your future friendly, look no further than Quantum Financial Advisors.

Quantum Financial Advisors has received dozens of reviews on two verified sites with an average rating of 4.86 stars, earning them a spectacular Rating Score™ of 92.64 and a 2019 Top Rated Local award for being ranked the number one financial adviser in all of Maryland!

Here’s just one of their many five-star reviews:

“Quantum Financial has been excellent for me. They have been transparent, forthright and always available to help. I couldn’t have picked anyone better to turn to.” – Erika E.

Not Your Average Financial Advisory Firm

We wanted to know what makes Maryland’s number one financial adviser so special, so we took a few minutes to talk with the President and CIO, Joe Rinaldi.

The first question we had for Joe was what makes Quantum Financial Advisors unique compared to their competition in Maryland. Here’s what he had to say:

“First, it is the experience level that we have on the institutional side managing banks and asset management firms. Second, we’re not just practitioners; we’re all adjunct professors at the top 10 business schools in the nation. Third, we manage our clients’ money the same way we manage our own money — meaning that many of the clients have similar investments as our own — different sizes and allocations, but we all have a vested interest.”

We also asked Joe about Quantum Financial Advisors’s mission and how they work to make the world a better place. Joe told us:

“Our mission is to promote financial literacy, financial inclusion and empower people to be financially independent.”

Joe went on to say:

“We give free lunch-and-learn sessions. We work with Big Brothers and do some stuff for kids. We are also trying to start a foundation to promote financial literacy and financial inclusion, and we’re collaborating with a few government agencies to do that.”

Joe told us that they promote financial literacy in their community and throughout the world:

“We are teaching a financial class in China, Russia and potentially Korea, so we are international as well as domestic.”

Building Success Through Organic Reviews

When we asked Joe what their secret is to such a strong online reputation at Quantum Financial Advisors, he attributed it to their organic reviews and said:

“We are very humbled that people are cognitive enough to leave a review.”

Apart from building the kind of online reputation any business would envy, Quantum Financial Advisors has spread the word about their service through word of mouth. Joe also told us that they have a 90-percent retention rate.

Every business owner wants to grow their business and build their online reputation the way Quantum Financial Advisors has. Here’s Joe’s advice for them:

“Treat people the way you want to be treated, number one. Number two, branding is very important. It’s not about returns all the time; it’s about how you focus on the client experience. Each person demands a different experience. If you have 10 clients, there are some common drivers, but each one wants their own unique customer experience, so you have to tailor-make that for each person.”


Congratulations to the team at Quantum Financial Advisors for being a 2019 Top Rated Local award winner, and thank you so much, Joe, for taking the time to speak with us!

We highly recommend Quantum Financial Advisors in Rockville. Visit their website today!

Oklahoma’s Top Rated Local® Financial Advisers Award Winner: Melia Advisory Group

Top Rated Local® is pleased to announce that Melia Advisory Group is the number one financial advisory firm in all of Oklahoma for 2019!

From tax planning to wealth management, there’s no better financial advisory firm to turn to in Tulsa than Melia Advisory Group.

Melia Advisory Group has received almost 100 reviews on multiple verified sites with a perfect average rating of 5.00 stars, earning them a spectacular Rating Score™ of 94.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Oklahoma!

Here’s just one of their many five-star reviews:

“I recently inherited a large sum of money. Not wanting to get raked over the coals with taxes, I found Melia Advisory Group. The staff was so helpful. They presented me with options as well as the pros and cons of each investment. Now, I am set up for my future as well as my children’s’.” – D.D.

Not Your Average Financial Advisory Firm

We wanted to know what makes Oklahoma’s number one financial advisory firm so special, so we took a few minutes to talk with the owner and President, Greg Melia.

The first question we had for Greg was what makes Melia Advisory Group unique compared to their competition in Oklahoma. Here’s what he had to say:

“We are a three-man management team that oversees everything to ensure that top-level customer service is provided. We do everything in-house; we do not farm work out. We walk our clients through everything step-by-step. One of the biggest complaints I hear about other financial planners is the over-usage of sophisticated words. This leads to confusion with the clients and creates a level of disconnect or distrust.”

Greg went on to tell us that, while other financial advisors rely on mutual funds for most clients, the team at Melia Advisory Group understands that there isn’t a single piece of advice that works for every client. He added:

“We specialize in providing income-producing portfolios based on the customer’s needs. We don’t want you to survive; we want you to thrive during your golden years and enjoy them to the max. A perfect retirement for me is more income than you need until the day you die. ”

We also asked Greg about Melia Advisory Group’s mission and how they work to make the world a better place. Greg told us that they give back by holding workshops to educate their community about IRAs, estate planning and more.

Building Success With a Focus on Customer Service

When we asked Greg what their secret is to such a strong online reputation at Melia Advisory Group, he said:

“We are customer-service focused. We try to always answer the phone by the second ring, and you will never get a recording from us during regular business hours.”

Apart from building the kind of online reputation any business would envy, Melia Advisory Group has spread the word about their service through their education seminars, their website, Facebook and radio advertisements.

Every financial advisor wants to grow their business and build their online reputation the way Melia Advisory Group has. Here’s Greg’s advice for them:

“A business coach said years ago, ‘You have to make yourself referable.’ We have a fiduciary responsibility; you must put the client’s needs above your own. I’m independent, so I only sell what I think is in the best interest of my clients. Have a conscientious team that thinks like you and will cohesively work towards a collective goal.”


Congratulations to the team at Melia Advisory Group for being a 2019 Top Rated Local award winner, and thank you so much, Greg, for taking the time to speak with us!

We highly recommend Melia Advisory Group in Tulsa. Visit their website today!

Nevada’s Top Rated Local® Financial Advisers Award Winner: Redrock Wealth Management

Top Rated Local® is pleased to announce that Redrock Wealth Management is the number one financial advisory firm in all of Nevada for 2019!

From retirement planning to investment guidance, Redrock Wealth Management is the financial advisory firm to turn to in Las Vegas.

Redrock Wealth Management has received dozens of reviews on three verified sites with an average rating of 4.97 stars, earning them a remarkable Rating Score™ of 90.92 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Nevada!

Here’s just one of their many five-star reviews:

“Greg Phelps of Redrock Wealth Management is our financial adviser and consultant. Greg is extremely professional and has helped us make many decisions regarding our present and future financial plans. He is very easy to communicate with and responds immediately to all of our questions and requests. If Greg has a concern about our investments, he immediately contacts us with information and suggestions. We are very confident that he is truly looking out for what is best for our future. I would highly recommend Greg Phelps of Redrock Wealth Management.” – Donnalyn W.

Not Your Average Financial Advisory Firm

We wanted to know what makes Nevada’s number one financial advisory firm so special, so we took a few minutes to talk with the President, Greg Phelps.

The first question we had for Greg was what makes Redrock Wealth Management unique compared to their competition in Nevada. Here’s what he had to say:

“We are one of the few fee-only financial planners in Las Vegas. To elaborate on that, 90 percent of financial planners take a commission on products or investments. We are fee-only, so our mission is aligned with the goals and values of our customers.”

We also asked Greg about Redrock Wealth Management’s mission and how they work to make the world a better place. Greg told us:

“We help people squeeze every last dime out their retirements. Our goal is to make retirement memorable and purposeful.”

Building Success by Doing a Great Job

When we asked Greg what their secret is to such a strong online reputation at Redrock Wealth Management, he said:

“We do a great job, and people leave us reviews. We don’t ask; we just work hard for people. If you deliver what they’re looking for, they tend to refer their friends.”

Apart from building the kind of online reputation any business would envy, Redrock Wealth Management has spread the word about their service through blog posts, webinars and networking.

Every business owner wants to grow their business and build their online reputation the way Redrock Wealth Management has. Here’s Greg’s advice for them:

“Be authentic. Our website is really just a regurgitation of who we are and what we do. We get in the trenches and figure out what works to help people achieve their goals.”


Congratulations to the team at Redrock Wealth Management for being a 2019 Top Rated Local award winner, and thank you so much, Greg, for taking the time to speak with us!

We highly recommend Redrock Wealth Management in Las Vegas. Visit their website today!

Rhode Island’s Top Rated Local® Financial Advisers Award Winner: Balance Wealth Advisors

Top Rated Local® is pleased to announce that Balance Wealth Advisors is the number one financial advisory firm in all of Rhode Island for 2019!

If you’re looking to work with a professional, experienced financial advisor in Providence, look no further than Balance Wealth Advisors.

Balance Wealth Advisors has received dozens of reviews on three verified sites with a perfect average rating of 5.00 stars, earning them a spectacular Rating Score™ of 98.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Rhode Island!

Here’s just one of their many five-star reviews:

“The team at Balance Wealth Advisors has been fantastic! If you are looking for great advice, the best technology available and great protection for your future, I would definitely give them a call!” – Michael M.

Not Your Average Financial Advisory Firm

David Allen, Barrett Costello and Amy O’Connell

We wanted to know what makes Rhode Island’s number one financial advisory firm so special, so we took a few minutes to talk with Independent Financial Advisor and owner, David Allen, Managing Partner and Financial Advisor, Barrett Costello, and Operations Director, Amy O’Connell.

The first question we had for David, Barrett and Amy was what makes Balance Wealth Advisors unique compared to their competition in Rhode Island. Here’s what he had to say:

“We pride ourselves on being comprehensive financial planners. One of the things that really separates us is that we work closely with the other paid professionals in our clients’ lives to make sure everybody has a consensus on what the advice should or shouldn’t be, so that the client can get the best advice. We’re also independent, so we are not told to sell any product or service. This helps to keep the costs low for our clients as well as what makes us true fiduciaries.”

David and Barrett are Managing Partners and have been in the financial industry for over 20 years. The core of their business is located in Wellesley, MA. They have been in the Providence location for 12 years.

David, Barrett and Amy went on to add:

“Meeting our clients’ next generation is a big focus for us. We want to continue those relationships with their family. We focus on taking care of the day-to-day management and implementation of our clients’ investments; we work hard with them to set goals, establish their risk tolerance and discuss future liquidity needs. We would love to have a ‘get acquainted’ discussion with anyone to find out if our services are the right fit for them.”

We also asked David, Barrett and Amy about Balance Wealth Advisors’s mission and how they work to make the world a better place. David, Barrett and Amy told us:

“We work with a few different charities in the community every year, which our clients will take part in as well. We have worked with a local organization, called Family Promise Metrowest, and we are on the board for their annual walk. We also partake in other fundraising efforts for them throughout the year. The team bands together and makes meals or collects various items needed for the people that utilize Family Promise services. Toys for Tots is a huge charity we participate to every December, where we will raise money and have clients bring in toys for us to donate.”

Building Success by Asking for Reviews

When we asked David, Barrett and Amy what their secret is to such a strong online reputation at Balance Wealth Advisors, they said:

“We encourage our clients to let us know how they are using social media and ask what type of review sites they use. We then will ask them to go out to Google, Facebook or Yelp and give us a review if they so desire. Positive or negative, feedback is always welcomed! A lot of our reviews are written by clients that have been with David from the beginning, and they absolutely love what they’ve received from us throughout the years. It is a main focus of BWA to personalize our social media content. We would rather share things that actually are meaningful or relevant to us in the moment versus just posting benign material.”

Apart from building the kind of online reputation any business would envy, Balance Wealth Advisors has spread the word about their service through networking and social media:

“We are part of two different networking groups that help us with getting our business name out there. We religiously attend each and every meeting, typically more than one BWA associate, and we are very active in actually networking with each member one-on-one a few times throughout the year. We learn a lot from the various members, as they are all working in an alternate career. We are also very active on social media with getting our information out there, especially with utilizing videos on who we are, how we’re different and why our clients should care. We try to be as transparent as possible with our website, social media and basically all public interactions in the hopes that people will see the value and know exactly what they should expect prior to ever meeting us.”

Every business owner wants to grow their business and build their online reputation the way Balance Wealth Advisors has. Here’s David, Barrett and Amy’s advice for them:

“Social media is huge. You need to market yourself effectively. Start building your reputation online early. Don’t try to grow too fast. Just work hard and persevere, and you can be successful! Having transparency and honesty with everyone you interact with will go a long way. In our business, we get referrals consistently not only from our clients, but from all people we interact with, attorneys, CPA’s, insurance Reps, etc. We believe that if you always do the right thing by people and act with integrity, it will come back to you 10-fold.”


Congratulations to the team at Balance Wealth Advisors for being a 2019 Top Rated Local award winner, and thank you so much, David, Barrett and Amy, for taking the time to speak with us!

We highly recommend Balance Wealth Advisors in Providence. Visit their website today!

Indiana’s Top Rated Local® Financial Advisers Award Winner: Crown Haven Wealth Advisors

Top Rated Local® is pleased to announce that Crown Haven Wealth Advisors is a 2019 award winner for financial advisers in Indiana!

If you’re looking for a financial adviser who can give you peace of mind and help you plan your financial future, look no further than Crown Haven Wealth Advisors in Carmel.

Crown Haven Wealth Advisors has received multiple reviews with a perfect average rating of 5.00 stars, earning them a fantastic Rating Score™ of 88.00 and a 2019 Top Rated Local award for ranking among the top five financial advisers in all of Indiana!

Here’s just one of the many five-star reviews that got them there:

“Three years ago, we were looking for a safe way to invest our small retirement funds. Casey Marx at Crown Haven Wealth Advisors lead us through the process and has always been ready to answer any questions. Even on the weekend, he answers within a few minutes. That is unexpected, wonderful service! Thanks, Casey!” – Nathanael B.

Not Your Average Financial Advisory Firm

We wanted to learn what makes this award-winning business tick, so we took a few minutes to talk with Casey Marx, the owner of Crown Haven Wealth Advisors.

To kick off our conversation, we asked Casey about what makes Crown Haven Wealth Advisors unique compared to the many other financial advisers in Indiana. Casey told us :

“We’re independent, which means that we have access to everything. We’re holistic, which means that we take all aspects of our client’s financial house into consideration and build a custom plan based on their unique needs, using tools from the entire spectrum. We have a fiduciary duty, which means that we are legally bound to act in the client’s best interest.”

Casey went on to tell us that, because they are independent, they aren’t limited to particular products, which allows them to custom-tailor solutions for their clients. There is no to make a hard-sell, and that makes it possible for their advisers to focus on educating their clients first and being client-centric. They are real, focused on integrity and want to be a firm their clients can trust:

“Clients naturally want to work with you when you are upfront and forthright. Clients want to know someone is working in their best interest.”

We also asked Casey about the Crown Haven Wealth Advisors mission and how they work to make the world a better place. Here’s his response:

“We are a team of professionals whose mission is to ensure that our clients worry more about their life and less about their money. That’s why we designed our Crown Haven RetireSHIELD to identify the amount of risk, fees and loss exposure within your current portfolio. It’s the first step toward building a lifestyle design plan that can help to ensure that your money lasts as long as you need. Our vision is to be the last advisor our clients ever need.”

Casey went on to tell us that he has a passion for what he does, which came from watching his mother invest, lose everything and be a victim of the system failing her after his dad passed away.

Building Success Through Next-Level Service

Casey credits Crown Haven Wealth Advisors’ strong online reputation to providing quality service to their clients:

“Everything starts with service; clients naturally want to reciprocate and share their experience with others.”

Outside of building a powerful online reputation, Crown Haven Wealth Advisors has grown through brand awareness and lead generation, and they’ve maintained visibility through several mediums, including giving back to their community by engaging in charitable endeavors and contributing to local charities monthly. Casey’s ultimate dream is to create a scholarship since he had to put himself through school after his dad passed away.

One other way they’ve gotten their name out there is through Get Safe Radio, which broadcasts proven retirement income strategies in order to help listeners obtain financial freedom.

There are many business owners looking to grow their business and build their online reputation. Here’s Casey’s expert advice for them:

“Measure before you move. Everyone thinks you can blast the internet and turn that into profit, but it doesn’t work that way. Don’t try to shotgun-blast; rather, develop a niche and maintain consistency. Results aren’t immediate.”


Congratulations to Crown Haven Wealth Advisors for being a 2019 Top Rated Local award winner, and thank you so much, Casey, for taking the time to speak with us!

We highly recommend Crown Haven Wealth Advisors in Carmel. Visit their website today!

Missouri’s Top Rated Local® Financial Advisers Award Winner: Keegan Johns Primerica Advisers

Top Rated Local® is pleased to announce that Keegan Johns Primerica Advisers is a 2019 award winner for financial advisers in Missouri!

From a financial needs analysis to investment guidance, Keegan Johns Primerica Advisers in Ballwin is the financial adviser to turn to.

Keegan Johns Primerica Advisers has received dozens of reviews on multiple verified sites with a perfect average rating of 5.00 stars, earning him a marvelous Rating Score™ of 90.00 and a 2019 Top Rated Local award for ranking among the top 10 financial advisers in all of Missouri!

Here’s just one of his many five-star reviews:

“Keegan has been absolutely INCREDIBLE to work with!! From helping our family set up life insurance to our financial planning, he is kind, thorough and takes something that was otherwise overwhelming and daunting to us, and made it approachable and easy-to-understand. We are immensely grateful for all he has done for our family’s financial future and cannot recommend him HIGHLY ENOUGH!!! Contact him TODAY!!!” – Ashleigh M.

Not Your Average Financial Adviser

We wanted to learn what makes Keegan Johns Primerica Advisers different from other financial advisers in Missouri, so we took a few minutes to sit and talk with him.

The first question we had for Keegan was what is it that sets him apart from the many other financial advisers people could choose to work with in Missouri. Here’s his response:

“Simply put, it’s honesty. I truly do what I say I’m going to do. People work with me because they can trust me.”

Keegan went on to tell us that, when he started college, he wanted to be a teacher but found his career path in financial advising instead. He’s been with Primerica since 2011, and these days, he uses his teaching gifts to teach people about money.

We also asked Keegan what his mission is and how he works to make the world a better place. Keegan told us that his ultimate goal is to help families become financially independent.

Building Success by Sticking to His Word

Keegan attributes his strong online reputation to the fact that he always sticks to his word and does what he says he will:

“There is a saying in our industry. If you want to be ‘referable,’ you want to work in a way in which people want to talk to you and talk about how great you are to other people. We try to do what we say we’re going to do and a little bit more.”

Outside of building a powerful online reputation, Keegan Johns Primerica Advisers has spread the word about his services by being heavily involved in the church as well as his community:

“I’ve served on the board for some non-profit organizations. CBMC (Christian Business Men’s Connection) is a really large network in St. Louis that we work with. I’ve also worked quite a bit with avenues that provide counseling here in St. Louis.”

There are so many financial advisers out there looking to build the kind of online reputation Keegan Johns Primerica Advisers has. Here’s his expert advice for them:

“Be extremely intentional. Know what you set out to do, and do not lose sight of it. Figure out what you are doing and why you’re doing it. Running any small business only works with the support of family. I’m grateful for the support of my wife, Katie, and son, Riley!”


Congratulations to Keegan Johns Primerica Advisers for being a 2019 Top Rated Local award winner, and thank you so much for taking the time to speak with us!

We highly recommend Keegan Johns Primerica Advisers in Ballwin. Visit her online today!

Colorado’s Top Rated Local® Financial Advisers Award Winner: Strategic Financial Management, Inc.

Top Rated Local® is pleased to announce that Strategic Financial Management, Inc. is a 2018 award winner for financial advisers in Colorado!

Whether you need help planning for retirement or determining where to invest your money, Strategic Financial Management, Inc. in Greeley can help.

Strategic Financial Management, Inc. has received multiple reviews with an average rating of 5.00 stars, earning them a Top Rated Local award for ranking among the top 10 financial advisers in all of Colorado!

Here’s just one of their many five-star reviews:

“I recommend Strategic Financial Management, Inc. to my friends and family all the time. I have been trusting them for years, and I can’t imagine working with a better group of people.” – Monica B.

Not Your Average Financial Advisory Firm

We took a few minutes to talk with Debra, Executive Assistant at Strategic Financial Management, to learn a little more about the business and how they managed to build such an impressive online reputation.

The first thing we asked Debra was what sets Strategic Financial Management apart from the many other financial advisory firms in Colorado. Debra highlights their one-one-one service and points to the fact that if a customer cannot make it to the office, the team at Strategic Financial Management will go to them!

We also wanted to know what their mission is at Strategic Financial Management and how they work to make the world a better place. Here’s what Debra had to say:

“[Our mission is to] keep your income and wealth working.”

Building Success Through Personable, Transparent Service

When asked what their secret is to such a strong online reputation at Strategic Financial Management, Debra credits Randee’s (President of Strategic Financial Management) years of experience in the business and to the fact that her service is personable and that she is always transparent and available for her clients.

Outside of building a powerful online reputation, Strategic Financial Management has grown through word of mouth and generational repeat customers.

There are so many business owners out there working to grow their business and build their online reputation. Here’s Debra’s expert advice for those business owners:

“Don’t lose track of your clients. Be sincere.”


Congratulations to the team at Strategic Financial Management, Inc. for being a 2018 Top Rated Local award winner, and thank you so much, Debra, for taking the time to speak with us!

We highly recommend Strategic Financial Management, Inc. for all of your financial planning needs in Greeley. Visit their website today.