My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring... read full review
December 2017
There are a lot of good wealth managers in the cities but few are this good. Not only are their actual planning services very tailored to you personally, but they really know what they are doing and can answer any question. If you are looking for service, comfort and results, I would call them.
My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring... read full review
There are a lot of good wealth managers in the cities but few are this good. Not only are their actual planning services very tailored to you personally, but they really know what they are doing and can answer any question. If you are looking for service, comfort and results, I would call them.