Dr. Oertel Highly recommend Brian Bates at Coonrod Financial Group! He is fantastic at helping small businesses with accounting and making the tax world easier to navigate!
Sharon Olson Very personable. Eady to work with Gave recommendations for our situation. Highly recommend Jamie to anyone looking for a financial advisor
Emily Austin Jake took our investments and balanced our portfolio to help maximize our return. He is completely trustworthy and honest. We are very happy to have his oversight of our retirement portfolio.