Runey & Associates Wealth Management

I was reluctant to switch financial advisors since I had a 15+ year positive relationship with my prior advisor. However, after doing much research and interviewing several outfits, I couldn't be happier to have found Runey & Associates Wealth Management in Mount P. Jamie and Tyler are smart, responsive and personally engaged in every aspect of servicing their clients. The most important aspect that I respect is that they are trustworthy as well as their sincere desire to creating a mutually successful and productive partnership. Do yourself a favor and take the time to reach out these folks if you are in need of a competent, trustworthy and responsible advisor.

My husband, Trey, and I can’t say enough things about Tyler and Jamie. I felt like they really wanted to get to know us. They asked us all the right questions and really dug into our goals and future plans for Retirement. While we are still very young, we do have goals, and we needed to know the best way to achieve them. These guys were able to create a one page plan that was very detailed and got us To a great start to ensure that we are happy and healthy in our later years.

My husband and myself have been with Runey & Associates for several years working towards our retirement. We have met many times with Jamie and Tyler to discuss our retirement plans and dreams They have created a plan that showed us how to best manage our funds, through the ups and downs of the market, so we can make thoughtful decisions especially when it comes to major financial purchases. We began our retirement this year and are enjoying doing what we love and hoped to do as retirees. As this year has progressed, we have had questions come up regarding insurance, travel, withdrawing from our funds, etc. Jamie and Tyler have been excellent listeners to our questions.... read full review