Category: Financial Adviser

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

Posted on by Robyn Rivera

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.

Virginia’s Top Rated Local® Financial Advisers Award Winner: Financial Freedom Planners

Posted on by Robyn Rivera

Top Rated Local® is pleased to announce that Financial Freedom Planners is a 2019 award winner for financial advisers in Virginia!

Whether you need help planning for retirement or determining how much life insurance you need, Financial Freedom Planners in Richmond is the company to turn to.

Financial Freedom Planners has received dozens of reviews with an average rating of 5.00 stars, earning them a remarkable Rating Score™ of 93.00 and a 2019 Top Rated Local award for ranking among the top 10 financial advisers in all of Virginia!

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

“My wife and I were newly married and wanted to get our finances straight for the long run when we started working with Charles over a year ago. Before him, we had tried an advisor with a major company who made us feel uncomfortable during our meetings and pressured us to invest our money in ways we did not agree with. Charles was, thankfully, a breath of fresh air with his level of professionalism, knowledge and dedication. Today, we feel confident and well-organized with our financial plans.” – Justin M.

Not Your Average Financial Adviser

We took a few minutes to talk with Charles R. Roberts, founder and Chief Executive Officer at Financial Freedom Planners, to learn a little more about the business and how they managed to build such an impressive online reputation.

We first wanted to know what sets Financial Freedom Planners apart from the many other financial advisers in Virginia. Charles points to the fact that they are hourly or project-based, which results in long-term savings for their clients. At Financial Freedom Planners, they hold themselves to the highest fiduciary standards in the business, and in addition to recommending investments for their clients, they also keep an eye out for their expenses.

The next thing we wanted to know was what their mission is at Financial Freedom Planners and how they work to make the world a better place. Charles shared with us that Financial Freedom Planners’ mission is to help their clients become financially independent and to help them maintain that independence.

Building Success Through Client Satisfaction

Charles credits Financial Freedom Planners’ strong online reputation to their commitment to satisfying their clients and making a positive impact on their clients’ lives.

Outside of building a powerful online reputation, word of mouth has been their main source of growth, as well as referrals from other financial companies.

There are a number of business owners out there who are looking to grow their business and build their online reputation. Here are Charles’ words of wisdom for those business owners:

“Have integrity. Always do the best job you possibly can for your clients and act in the best interest of your clients.”

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

Are you ready to work with a different kind of financial adviser? Visit Financial Freedom Planners online today.

New Jersey’s Top Rated Local® Financial Advisor Award Winner: McLean Tax Advisory Group

Posted on by Top Rated Local

Top Rated Local® is pleased to announce that McLean Tax Advisory Group is a 2019 award winner!

As the number one financial advisor in New Jersey, McLean Tax Advisory Group has a 95.04 Rating Score™, a 4.80 average star rating, and tons of positive online reviews. Here’s just one of those reviews:

“We have been working with McLean Tax Advisory Group for a few years and have been VERY pleased with their service. Scott and George do a great job in presenting financial information in terms that we can understand. We trust their advice. Everyone that we have met in their office is polite, professional and helpful.” -Steve M.

Not Your Average Financial Advisory Firm

Abby, the marketing director at McLean Tax Advisory Group, took some time to chat with us about the business’ online reputation.

We first asked Abby what separates McLean Tax Advisory Group from their competitors. She said, “We provide a knee cap to knee cap experience and our clients are going to get the benefits of universal investments because we are not tied down to any particular company.”

Building Success By being Client Advocates

As for the McLean tax Advisory Group secret to success, if you ask Abby, she’ll say it’s all about offering a uniquely comprehensive service to their clients. In her own words, “We are an independent fiduciary responsible financial firm. We take great pains to handle all of our clients’ retirement needs when it comes to estate planning, taxes, etc. We spend a lot more time with our clients to make sure they understand and are comfortable with the financial decisions they are making.”

As a key player in McLean Tax Advisory Group’s success, Abby knows what it takes to build up an awesome online reputation. So, what’s Abby’s advice to other businesses that want to improve their online reputation?

“Have simple systems in place to make it very easy for your clients to leave you reviews. Do it respectfully and strategically.”

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

Texas’ Top Rated Local® Financial Planner Award Winner: PTT Financial Planning

Posted on by Top Rated Local

Top Rated Local® is pleased to announce that PTT Financial is the number one financial advisor in Texas for 2018!

With a 92.52 Rating Score™, a 4.85 average star rating, and tons of fabulous online reviews, PTT Financial Planning is a 2018 Top Rated Local award winner! This just one of those reviews:

“My father passed away four years ago this month and the policy that he bought with at PTT Financial enabled my mom to pay for his burial. After years of medical care and treatment, a funeral was an expense that we worried about when we knew my father didn’t have long to live. [A PTT Financial employee] called one day to tell me about the policy my father had bought especially for his funeral, to our surprise, with [his] help, my father trusted that PTT Financial and [his] special care for his clients would take care of my family in our time of need. Thank you! I would recommend PTT Financial’s services to anyone who has an interest in securing their futures!” -Annela S.

Not Your Average Financial Planning Company

We spoke with Wally, the CFO at PTT Financial Planning, about the business’ excellent online reputation.

We asked Wally what it is that sets PTT Financial Planning apart from other businesses of the sort. However, he made it clear that the PTT goal is to let their work speak for itself. He said, ”We don’t compare ourselves to anyone else. We’re not pushy or claim that we’re better than anyone else. We’ll let our work and reviews speak for ourselves.”

Building Success Through Smart Social Media

During our conversation, we learned that Wally and the rest of the PTT Financial Planning team make an effort to stay active online and utilize their online presence to truly help the people they serve. In Wally’s words, “Our secret to success is continually posting information clients and agents can use, posting helpful content instead of sales oriented content, and trying to post as much as we can.”

Here’s Wally’s advice to other businesses that want to build up an outstanding online reputation:

“Focus on yourself rather than trying to be better than another company. You want to try to better yourself and your company daily.”

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

Virginia’s Top Rated Local® Financial Advisor Award Winner: Weaver Insurance and Financial Advisors

Posted on by Top Rated Local

Top Rated Local® is pleased to announce that Weaver Insurance and Financial Advisors is a 2019 award winner!

With a 93.00 Rating Score™, a perfect five-star average rating, and tons of positive online reviews, Weaver Insurance and Financial Advisors is one of the top five financial advisors in the entire state of Virginia! The following are just three of the reviews that got them here:

“We have auto, home, [and] life insurance and our financial planning through Weaver, and [we] are happy with all of them! The representatives are all easy to communicate with by phone, email, or just walking in. We appreciate Weaver Insurance and Financial Advisors!” -Thom

“I have been a customer for over 20 years and have always found them to be very friendly and professional. I couldn’t imagine having my insurance with anyone else!” -Therese

“[I’ve] been working with Liz lately throughout a new home purchase and several vehicle transactions. She has been most helpful and pleasant to work with. I have been an Erie customer for 38 years and have rate shopped many times, no one could ever beat them. First class customer service, and when you call them a person answers!” -Michael

A One-of-a-Kind Insurance and Financial Advisory Company’s Secret to a Strong Online Reputation

Our team spoke with Deb Pardini, the director of marketing at Weaver Insurance and Financial Advisors, about the business’ success online.

What’s the Weaver Insurance and Financial Advisors secret to success? That’s the first thing we wanted to know. “We’ve gotten really good reviews through a reputation mgt team and Google,” Deb said. She and the rest of the Weaver Insurance and Financial Advisors are dedicated to making sure that their clients feel well taken care of, which is why they focus on service in all aspects of what they do. Looking out for the clients’ best interest is part of what makes the Weaver Insurance and Financial Advisers team so great.

Making the World a Better Place By Doing It All

We wanted to know how Weaver Insurance and Financial Advisors changes the lives of their clients. In Deb’s words, “We are functioning as a one-stop shop. We offer insurance services, financial planning, and estate planning — so, we become a lifelong partner that’s trustworthy for our clients.”

Here’s Deb’s advice to other businesses that want to improve their online reputation:

“Word of mouth is great, but online reviews are a huge thing. Focus on growing your reviews online!”

Thank you for speaking with us, Deb! Congratulations to the team at Weaver Insurance and Financial Advisors for being a 2019 Top Rated Local award winner!

California’s Top Rated Local® Financial Advisers Award Winner: Insight Wealth Strategies

Posted on by Robyn Rivera

Top Rated Local® is pleased to announce that Insight Wealth Strategies is a 2018 award winner for financial advisers in California!

From retirement planning to investment management, Insight Wealth Strategies in San Ramon is the financial adviser to turn to.

Insight Wealth Strategies has received dozens of reviews from four verified sites with an average rating of 4.57 stars, earning them a fantastic Rating Score™ of 84.67 and a 2018 Top Rated Local award for ranking among the top 10 financial advisors in all of California!

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

“I have been using Insight for a few years and have nothing but praise for David and his team. I must admit that for years I struggled with the decision to hire a financial planner. I eventually realized that while I thought my financial DIY was doing OK, I didn’t know enough. As with many projects, there comes a time when recognizing the task is beyond your skill set and hiring a professional is the smart choice. I have zero regrets in my decision to hire David, and wish I had done so sooner.” – Denise D

Not Your Average Financial Adviser

We wanted to know what makes Insight Wealth Strategies different from other financial advisors, so we sat down with David, the owner of Insight. Here’s what he had to say:

“A lot of people call themselves financial planners but what makes us different is that we look at every financial component of our clients’ lives. Taking the long view, we look at a relationship with our clients, not just for years but for generations.”

We also wanted to know why they do what they do at Insight Wealth Strategies and how they work to make the world a better place:

“We make the world a better place by providing comfort and knowledge to our clients about their own financial situation. I do what I do to help my clients see a clear path to their financial future.”

Building Success by Doing the Right Thing

David credits Insight Wealth Strategies’ strong online reputation to their commitment to doing the right thing for their clients and to treating everyone the way they would want to be treated:

“Whether it’s a client, an employee, a team member or a vendor, we are always treating the other person with respect and providing good service.

Outside of building a powerful online reputation, word of mouth has been the biggest source of growth for Insight Wealth Strategies:

“Our clients are our best form of advertising. For every online review, there are probably five to 10 referrals to their friends and family.”

David has also grown his business through social media and a small amount of paid advertising.

Clearly, David knows a thing or to about how to grow a business and build a great online reputation. Here’s his advice for the many other business owners out there working to do the same thing:

“Assume the customer is right, even though you don’t always agree. You have to put yourself in your clients’ shoes and understand their point of view. Take care of your clients and employees, and be patient. If you are doing the right thing, your online reputation will show it.”

Congratulations to the team at Insight Wealth Strategies for being a 2018 Top Rated Local award winner, and thank you so much, David, for taking the time to speak with us!

For all of your financial planning needs in San Ramon, we highly recommend working with Insight Wealth Strategies. Visit their website today!

Colorado’s Top Rated Local® Financial Advisers Award Winner: The Denver West Group of Waddell & Reed Inc.

Posted on by Robyn Rivera

Top Rated Local® is pleased to announce that the Denver West Group of Waddell & Reed Inc. is a 2018 award winner for financial advisers in Colorado!

Whether you’re looking to create a financial plan for retirement or you’re looking for the right life insurance policy, there are no better financial advisers to turn to in Colorado than Waddell & Reed, Inc.

With an emphasis on doing whatever it takes to help its clients reach their goals, Waddell & Reed has earned multiple positive online reviews with an average rating score of 4.90 stars and a 2018 Top Rated Local award for being among the top 10 financial advisers in all of Colorado! Here’s just one of the many five-star reviews that helped them get there:

“I have known Darin for close to six years. He is bright, conscientious, open-minded and easy to work with. I like Darin’s style because he can look at a given situation and give a fair and unbiased assessment, which I have found to be rare in the financial planning arena. I would highly recommend Darin for any of your financial planning needs.” Mimi P

Not Your Average Financial Planner

The team at Waddell & Reed has a passion for helping its clients, and their number one priority is to help their clients achieve family and financial security.

Money is far from the only thing that dictates an individual’s life, but the team at Waddell & Reed understands that it also plays a huge role in the ease of an individual’s life. With their financial planning services, they help their clients understand the value and possibilities life has to offer.

Building Success Through Passion and Communication

We asked Darin Hammerschmidt CFP, a financial adviser at Waddell & Reed, what the company’s secret to building such a strong online reputation is. He credits it to their number one goal each and every day, which is to help people. He also believes that the team’s commitment to communication is a key part of their success:

“In our field, communication with our clients and community is critical. We always strive to make sure that everyone knows how we can be reached.”

According to Darin, Waddell & Reed takes a grassroots approach to marketing.

“I’m a believer that personal growth equals business growth. I like to get involved in the community and with organizations that I believe in.”

When asked what advice he has for other business owners looking to grow their business and develop a strong online reputation, Darin had these words of wisdom to share:

“People don’t care what you know until they know that you care. Building a brand doesn’t happen overnight; as long as your consistent with the idea of helping people, you will grow your reputation.”

Thank you so much, Darin, for taking the time to speak with us, and congratulations to you and the whole the team at Waddell & Reed for being a 2018 Top Rated Local award winner!

If you’re in need of financial planning services in Denver, we highly recommend Denver West Group of Waddell & Reed Inc. Visit their website today to learn more.

Colorado’s Top Rated Local® Financial Advisers Award Winner: Eves & Haines Wealth Management

Posted on by Robyn Rivera

Top Rated Local® is pleased to announce that Eves & Haines Wealth Management is a 2018 award winner in Colorado.

With the belief that everyone deserves to have access to the right investment strategies, Eves & Haines Wealth Management has earned a number of positive reviews, an impressive Rating Score and this year’s 2018 Top Rated Local award for financial advisers in Colorado. Here is just one of the many five-star reviews they’ve received from their satisfied clients:

“Eves & Haines Wealth Management truly focuses on their client. They educate and meet the client on a regular basis to make sure your financial future is meeting your goals and needs. I truly feel my financial decisions are in my hands with expert guidance and advise.” – A Sigg

A Unique Approach to Wealth Management

Eves & Haines Wealth Management is not like other financial advisers. While other advisers are interested in looking out for their own best interests by encouraging their clients to take the opportunities that cost the most, Eves & Haines Wealth Management is dedicated to providing their clients with exactly what they need.

The two advisors who make up the Eves & Haines Wealth Management team — as well as the founders of the company — are Glenda Haines and Jesse Davie Eves. With different backgrounds and experience, together, they provide their clients with unique perspectives rather than the cookie-cutter responses clients get from other financial advisers.

Eves & Haines Wealth Management is dedicated to helping their clients get exactly what they need out of their services. If clients aren’t financially savvy, Eves and Haines Wealth Management can provide them with software that will educate them on what they need to know. The team is very fee-conscious, and they will never rush into pushing clients in any one direction before they have a full understanding of where they are at in their finances and what they need.

When asked why they do what they do, this is what Glenda had to say:

“Money helps people live the lives they want to live, and it helps them become who they want to be as a person. We do what we do so people can live their ideal life, to help people have peace of mind and utilize their hard-earned money the best way they can. Money is the great equalizer; it helps people be who they are.”

Eves and Haines Wealth Management’s Secret to Growth and a Strong Online Reputation

Although they have done some marketing through radio advertisements, most of the growth at Eves & Haines Wealth Management has come from word of mouth and their engagement in the community. They spread the word about who they are and what they have to offer through networking, and they participate in rotary and are on the board of the Greeley Philharmonic.

When asked what advice she would give to other businesses looking to grow and build their online reputation, Glenda had these words of wisdom to share:

“Do the right thing. Ask people to share their experience online if they are up to it. Get connected in your community if it makes sense to your business. Let people know who you are!”

Congratulations to the team at Eves and Haines Wealth Management for being a 2018 Top Rated Local award winner!

If you’re looking for wealth management in Greeley, we highly recommend Eves and Haines Wealth Management. To learn more about this one-of-a-kind financial advisory firm, visit their website today!

Colorado’s Top Rated Local® Financial Advisor Award Winner: Jo-Ann Holst Advisers

Posted on by Robyn Rivera

Top Rated Local® is proud to announce that, thanks to their excellent Rating Score™, Jo-Ann Holst Advisers is our 2018 award winner for financial advisors in Colorado.

Jo-Ann Holst Advisers is a financial advisory firm serving individuals and families in the Denver area and throughout the Front Range. They are dedicated to helping each and every one of their clients make the most out of their money, and their services range from income planning to retirement asset strategizing.

Jo-Ann Holst Advisers has earned many positive reviews and a 72.2 Rating Score across multiple verified review sites. Here are just a couple of the amazing reviews they have received:

“Jo-Ann is the best financial planner I have ever worked with. Besides growing my portfolio, she is an excellent educator and has answered the many questions I have as I approach retirement. Jo-Ann has saved me from making some very poor financial decisions. As a fiduciary, she must put our needs above her profits — I believe she did that anyway. I can’t say enough good things about Jo-Ann. — give her a call today.” – Sheila C

“I’ve had many financial advisors since my divorce 20 years ago, and I have never felt like I understood my investments or the people who were managing them. That all changed when I met Jo-Ann; from the beginning, I’ve felt comfortable and informed, and I now understand how things have been structured. I think being at ease with the person who is advising and explaining complicated financial decisions is crucial, and I now have that. I highly recommend Jo-Ann and her firm, I couldn’t be happier.” – Kae S

How has Jo-Ann Holst Advisers earned such an impressive reputation? We sat down with Marketing Manager and Jo-Ann’s daughter, Colette Snyder to find out.

What is your secret to such a strong online reputation?

In everything we do, we focus on transparency and client appreciation above all else. Due to the nature of our business, we are prohibited from asking our clients for reviews. This means that every review that comes in is from a client who is so happy with our services that they’ve chosen to review us on their own.

What makes you different? In other words, if you had one minute to sell somebody on why they should choose you, what would you say?

The main thing that sets us apart from our financial advisory firms is our emphasis on comprehensive planning. Jo-Ann does a lot to include the entire spectrum of needs that arrive in retirement, specifically tax minimization, social security maximization and retirement planning.

Why do you do what you do? In other words, what is your mission and/or how do you attempt to make the world a better place?

Jo-Ann has always been really interested in this industry. Ever since I was a teenager, she has been so passionate and interested in economics and financial planning. She spends all of her free time researching. She sees a need that isn’t being met for financial education, and so we’ve set out to meet that need. So many people don’t understand what it takes to plan for retirement successfully. We do a lot of seminars to help educate people on financial literacy.

Outside of building a strong online reputation, what else do you do to market and grow your business?

We put on seminars, and we advertise online through Facebook and Google. We’ve also got advertisements at the 24 Hour Fitness near us, and we’re going to set up a booth to tell them more. We’re doing a charity event this holiday seasons to take our clients to the movies and donate the proceeds to support the Tennyson Center for Children.

What advice do you have for other businesses trying to build a strong online reputation and grow their business?

Make it a point to get visible on search engines, and always claim those listings. Take the time to be aware of your online presence — it will take a lot of time, but it’s worth it!

From all of us at Top Rated Local, we’d like to congratulate the entire team at Jo-Ann Holst Advisers for their incredible reputation and for being 2018’s Top Rated Local Financial Advisor in Colorado!