Vikki P Shaw “Savant Wealth Management is a wonderful addition to our community. Their team is professional, knowledgeable, and truly committed to putting clients first. It’s refreshing to see a firm that values transparency, integrity, and building long-term relationships. A great resource for individuals, families, and businesses looking for trusted financial guidance!”
Dawn Sorrento Guaranteed to get you through the tough times with the least amount of stress and the most amount of wealth. Great communicators and even better listeners.
John Cote Snider Financial is a full service financial advisor with over 30+ years of experience in personal financial advising, business advising, insurance, and succession and estate planning, Very high integrity, trustworthy and professional. Highly recommended.
Jan Davis As I have reported to BBB, I have found Tom Pressey to be honest, caring and forthright. The team is dedicated to making your investment situation understandable and profitable without losing the human factor. Humor must be involved in volatile financial seasons and I appreciate Toms ability to keep things in perspective. Just one meeting will give you the feeling of his integrity and character.
Mia Tylia I’ve had a great experience so far! Working with Luke, he’s helped my spouse and I create financial goals and set a plan for us.
We haven’t used their tax services yet.
Craig Jones Scott and Wilma & team have always delivered excellent customer service, great care and advice to both my wife and I , and my recently deceased Mother. I greatly appreciate the work they have done to make settling her estate a smooth process.
Robert Kowalski Chris Hines and Sheri at the Shelby road location are very experienced and professional. Chris has handled my investments for many years and I am very happy with the positive results.