5 /5 Helene Rayevich: Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.
4 /5 t v: The Leverage Planners team helped us find a path from being wage earners with a kid in college to full retirement by laying out a series of manageable steps. We’ve been grateful for our relationship with them, and they have our gratitude. We have confidence that I don’t think we otherwise would have, because of our conversations and our work with them. It’s easy to be a Leverage Planners client.
5 /5 Jeff Jacobs: Thank you to our wonderful Leverage Planners team for planning and hosting the Gala at Newcastle Golf Course. The setting was picturesque, the food was delicious, the band was fun, and the people we met were delightful. It was a special evening to play dress-up, relax, and enjoy with our Leverage Family.
5 /5 Glenda West: The Leverage Planners Annual Gala never disappoints! This year the venue was the Newcastle Country Club. The views from the clubhouse were spectacular! The food was delicious and the live band had us singing along and rocking in our seats. This is an event you dont want to miss!
5 /5 Chris Lensch: Everyone needs a financial advisor who, as a registered fiduciary, puts his clients interests first. David Donhoff and his team have great investment tools and solid retirement strategies. You can sleep well when you put Leverage Planners to work for you!
Dylan Gaydosh Bailey Martin at Edgewater Wealth Management has been an absolute pleasure to work with! From our very first meeting, I felt heard and understood. Bailey took the time to thoroughly explain complex financial concepts in a way that was easy to grasp, and I never felt rushed or pressured to make decisions.
What truly impressed me was Baileys genuine care and commitment to my financial well-being. They took a holistic approach, considering not just my investments but also my long-term goals and personal circumstances. The strategies and advice provided have been incredibly insightful and have given me a real sense of confidence about my financial future.
Communication has been excellent – Bailey is always responsive and proactive in keeping me informed. I appreciate their attention to detail and the personalized service Ive received. I highly recommend Bailey Martin and Edgewater Wealth Management to anyone seeking knowledgeable, trustworthy, and dedicated financial guidance.
Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!
Burton Walters Mike was amazing. My wife and I did not have any retirement plans or path to a secure financial portfolio. After meeting with Mike we now feel confident in the path he has laid before us. If you’re looking for an amazing financial advisor then you have to go with Mike.
Michelle Lopez Ive never had a bad experience the few times I have made it in to their collections. They do not bombard me with phone calls or multiple letters. I pay when I can. Very friendly over the phone.
Kashif Ahmad Choice Plus, LLC is a completely legitimate company. The process is straightforward, and I received a check for my unclaimed funds within two months. I highly recommend their service because it is exceptional.