Luminate Wealth Management and Insurance Services

These guys are great! I came to them when I had to rollover my 401k from my previous employer. I filled out my risk assessment form based on what I had from my employer's 401k. I was educated on what I thought was a sound decision. When they asked me real life questions, about how I saw my career or my general idea of my budget. They told me about alternate views on risk. I've since been with them for over 2 years now and have been pleased with their personal attention to detail. They're not just a voice in some call center, they really give you personal attention based on your questions. Every time I have a question or financial change, I look to them for opportunities to better future!
Nov 7th, 2019

I highly recommend this firm! Before I started partnering with them about one year ago, I was not well trained and educated on how to manage my finances. I was nervous because I wanted to give my wife and I the best opportunity to succeed with our earnings, but was unsure about the best way to go about it. However, after consulting with one of their advisors, I felt much more comfortable and confident about our financial outlook. Our advisor put us at ease by thoroughly explaining all the options available to us for investing and saving, including life insurance, disability insurance, and Roth 401k. She helped us create a customized investment plan that best suited our needs. Moving forward, I can rest assured that this firm will give me the tools to manage my finances in the best way possible.
Jan 13th, 2020

I was nervous at first starting my financial planning because I didn't know anything about it but when I met with this firm, it turned those nerves into excitement and gave me a peace of mind. They walked me through everything I needed to know and helped me understand my current financial position and how to achieve my goals. I really felt welcomed by the entire team and you can tell they truly care about you and not just looking for your business. They do almost every type of life planning like retirement, education, life insurance, business, estate, long term care, etc. Those were the only ones I can remember (there were too many). They weren't pushy or aggressive. Instead they took as much time as I needed to listen to me and built a plan that fit my need. I'm so glad I found this firm.
Nov 19th, 2018