Financial Planners near Duluth

“Ryan Barry has been an incredible financial professional to work with. What truly sets him apart is how much he genuinely listens to his clients and helps guide them toward their goals, not what he thinks their goals should be. He takes the time to understand your situation, answer questions thoroughly, and make you feel comfortable throughout the process.

Ryan is extremely knowledgeable and brings a wealth of financial insight, but he explains things in a way that is easy to understand and never overwhelming. You can tell he is truly passionate about helping people succeed financially and cares deeply about his clients. If you’re looking for someone trustworthy, caring, and highly experienced, I highly recommend Ryan Barry.“

“I am a recent widow. After months of legal bureaucracy I found myself exhausted. Then came the decisions about how to navigate my remaining years emotionally and financially. Needing to have some amount of security I would make sound steps toward my future I researched and gathered personal recommendations. I discovered Wealth E&P. I can honestly say from the first contact, through the process of figuring out what I really wanted my future to look like, Nathan, Darrin, and Leslie, really the entire staff, helped develop a plan that fits my lifestyle and future needs. Complete professionalism at every level. My core team are responsive, available, and willing to help with what could have been a very stressful situation. I no longer have unnecessary anxiety concerning my future. With the help of Wealth E&P my future is something I can now be happy about and feel free to make plans, knowing I have help and assistance a call away. Thank You!“

“Very professional, knowledgeable, and helpful throughout the entire process. Clear communication, great guidance, and always willing to go the extra mile. Highly recommend!“

“Great experience overall staff was super helpful!
Will definitely recommend other family members“

“I have been with Cornerstone Financial for almost 3 years now. When I joined them my investments were not doing well at all and felt that I had reached my personal limit in terms of resources that I had on my own. I came to Cornerstone and they turned things around rather quickly and now my investments are doing extremely well despite the ups and downs of the markets. Sometimes I have questions on what they are doing with my investments, because I am admittedly a control freak when it comes to money. They are willing to answer my questions and explain to me why they are doing certain things. So far, I am very pleased with the progress of my investments and Cornerstone. Everyone there is very professional and very good to work with.“

“James and his team are amazing at what they do and are exceptional in their dealings with their clients! We are very pleased with their services over the past few years we’ve been with them.“

“Chris personally saved my life and secured a better future for me. He makes financial decisions make sense and he breaks it down to where I understood what worked best for my life. I came to Chris in the worst financial state I could have ever been in, I assumed there was no hope for me. He changed my perspective, I was even able to purchase my first home when I never would think that could be possible. If you want someone honest, ethical, smart and trustworthy there is no one better than Chris and I stand by every word.“

“John Bolen has been my trusted advisor for nearly 20 years. I highly recommend him and the Stebbins Bolen Group!“

“I have read all of the reviews and heard about the horrible experience (s) some people have had! However, I wanted to take the time to acknowledge Miss Courtney Askew. Very professional, nice and answered all of my questions. She went above and beyond. Was very nice and courteous. Thanks again!!!!!“