Donovan Stull Extremely professional firm, and very nice people! We have a great business relationship together and I appreciate that level of concern Joel has for his business and staying on top of things.
Kirsten Otterness I have been with WSECU for a long time (20 years I think?). There was only one time I had an issue, it was resolved, and have been great since. I especially wanted to shout out to the lady that helped me yesterday 5/4/25 (I wish I knew her name). Fantastic job, professional, polite, patient, helpful, the list goes on. All the emoloyees ive worked with through the years have been great, but she was awesome!
Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.
Evan Heimbuch Highly Recommend! After interviewing multiple advisors I could not be more satisfied with choosing Tyler Atkinson. Not only is his portfolio construction top notch, But his financial planning leads the way of how financial advisors should be. He is a full independent fiduciary advisor who is fee based. No hidden agendas or commissions. I will be recommending tyler to all of my colleagues.
