Financial Planners near Newport

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“I'm thrilled CRA is my financial planner and they continue to help me navigate my financial journey. They are a down-to-earth, patient and knowledgable team. They strived to understand and optimize my finances which ensured peace of mind.“

“Shepherd Wealth has provided the best performance of any asset management firm I have worked with. As important or more is level of service and accessability to all members of this close knit management team. Do yourself a favor and give them a call.“

“I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation.“

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“I have been working with Darren for about a year now. He is very knowledgeable and takes the time to explain everything in a clear and understandable way.“

“My wife and I have been clients at Thor for several years now and have had a fantastic experience. They spend time to get to know you and your goals and create a plan tailored to fit them. Everyone on the team is personably and trustworthy and you can feel at ease that they are truly doing what's best for you and your financial future“

“Kelly Owens has helped my family secure our Financial Future. We are so grateful that we have found her. She is responsive, kind, and most importantly, does what is in your best interest. I would recommend her to anyone who needs professional guidance with their assets. Five stars are not enough to give her!“

“Jared has been a wealth of information and is kind and compassionate with his approach. Financial planning feels like a foreign language to me and Jared quickly and thoroughly answers all of my questions, most of the time within the same business day- even when I ask the same question twice. I truly appreciate the team approach the firm has, which further solidifies my trust in their guidance. Highly recommend!“

“Horan has always been a pleasure to do business with.My advisor takes all the time I want to make sure my accounts reflect my goals.“

“Great experience--conversations are always personable. They are very goal-focused in their wealth planning, which in my opinion, is the best way to do it. Thank you for your great work!“

“I recently retired. I have to hand it to vantage for helping reach my goal. They work hard to reduce fees while helping grow your money. The financial planning is a big bonus.“

“Lauren and her advice and listening ear have been a huge gift to me and my family this year! She is a no judgement advisor and truly wants the best for us. Can’t thank her enough!“

“My personal experience with Bill has been fantastic, for years now. He’s extremely knowledgeable, personable, kind, helpful, and flat out cares about his clients. I’d recommend him to anyone.“

“Always focused on the client's needs. Explains concepts in an understandable way. All team members rock!“

“Matthew O’Bryan has been a tremendous help over the past few years helping me get my finances together, budget, and plan for the future. He breaks things into comprehensible and digestible chunks that makes approaching your finances so much easier. Highly recommend.“

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