“I've met Noah Wills three months back and while working with him I learned a lot about the importance of financial planning and management. Their team is helpful and work with patience and persistence. All I want to say that Fortuna Wealth team is incredible and best in their craft.?“
“The most amazing financial advisors! The best we have worked with no matter how big or small the other investment firms were. Personalized service, full-service expertise, world class professionalism, highly educated, strong reporting and overall great asset planning from beginning to end.“
“The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!“
“Jason Weinrich is truly unique. I'm sure there are lots of good advisers out there who can help you earn a lot of money. But Jason takes financial planning and investing to a whole new level because of his unique perspective on building a REAL relationship with his clients. He puts in real time with people that helps him to truly understand your goals, and he NEVER pushes anything on you that you don't want.I could not recommend Jason and his company any higher. If you want to invest the right way, with the right people, call Jason now. You will be so happy you did.“
“Great service, don't feel pressured. Trust them. But more importantly, they have made me a lot of $ in the last 7 years.“
“Great experience with Scott Miller. We were referred by family members. He is a wealth of knowledge and taught us a lot about investing our money and things to get into like life insurance, retirement plans for us and our company.“
“Matt and Kathleen did an amazing job helping us sell my Dad’s home after he passed away. They were extremely professional and responsive to all our needs, and they were vast as Dad had lived in that home for 40 years. They presented the property in its best light and we were under contract within a week. Truly a team that is easy to work with, quick to respond and help in any/all ways possible.“
“A trustworthy and knowledgeable wealth management practice. I would highly recommend this firm.“
“Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful.They lead a tremendous practice with trust and integrity, always putting my best interest first.Nancy, Rob and Aron have an elevated level of sophistication carefully integrating financial, personal, tax and estate considerations.Most importantly, I am so proud to be a client of Weingard Wealth Management because I am with people that truly care about me and my future.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Josh Feller has been our financial planner for over ten years. Josh is so easy to talk to, and always answers our questions. He has advised us very well, as he is very knowledgeable concerning financial planning. We highly recommend Josh Feller and Feller Financial Services.Jack and Sandy Miller“