“Fantastic staff and advisors. Easy to work with and always quick to respond. Trustworthy and thorough in everything they do.“
“I've been working with this group for a couple years now and have come to know them quite well. You cannot ask for a nicer and more honest group to deal with when it come to something as important as your finances.“
“Such a wonderful groups of people. They are full of integrity, intelligence, and compassion for their clients. Highly recommend!!!“
“In the 9 years that we have been a client of RPOA we have never once considered changing to another advisor! They have always done the right thing and I sleep well at night. Our strategy for retirement was not be be worried about our financially situation. RPOA has put us in that space and we are thankful!!“
“Great experience. Makes the process personal and professional. Would highly recommend.“
“Joe & the team at Wealth Mangement Group are excellent partners to plan your retirement. They take the time to bring the best resources in the industry to your fingertips.“
“Dennis is a very honest and dependable professional who is truly concerned for the well-being of his clients and their portfolios. A great asset to anyone’s team. Thanks Dennis!“
“I can't say enough about the services Rick and his staff have provided for my family. Genuine care and consideration plus a wealth of knowledge. So happy we can rely on their expertise with our future.“
“My office has had the opportunity to work with many of Wymer Brownlee's advisors from their financial advising team, their tax and accounting team, and their business consultants on several transactions and even more mutual estate planning clients.I have nothing but amazing things to say about each interaction I have had with Kyle Brownlee and his entire team of advisers. Their genuine approach to every client is evident from the first meeting and makes every client feel at home. They have the ability offer a range of services, and always hold themselves to the highest standards in their industry.“
“I feel like I'm part of The Chappelwood family. Victoria, Damon and Pamela are great. I trust them and I'm not a trusting person when it comes to my money. They have handled my money better than I could have. I'm amazed my balance hasn't really gone down even though we are taking payments from it.“