5 /5 Jamie Ridge: If you need some sound financial planning give Shore Wealth Management a call. This is a small family operation with a strong relationship with their clients. They are a fiduciary firm, that means they only make money when you make money.
5 /5 Claire Akin: Shore Wealth Management is a independent, fiduciary financial advisory firm, which means they put their clients best interests first. They are also Certified Financial Planning Professionals, meeting the rigorous educational and ethics requirements to earn that designation. Highly recommended!
Darrell Pettigrew The best financial advisor in Vermillion County and surrounding by far. Marcus knows the market best and is someone you can trust. I highly recommend using his services!
Debbie Parrish Steve Weers has been an exceptional finance advisor! We just got started with him and know how hard it is to trust someone with all your retirement money! Steve made my husband and I feel so comfortable and gave us so much hope for a great future! Our schedules are so difficult and Steve made it work coming in a weekend to help us out! What business person would do that? Steve makes you feel like family!! Thank you Steve for making us feel so comfortable and taking good care of our money baby!
Melissa Bowen Matt was an absolute godsend! He made this process 100% easier to understand. Was available to answer any questions we had about the whole process. Buying a home can be stressful, but with Matt’s experience and guidance we felt comfortable and confident the whole way.