WR Wealth Planners

Felisha McDougald CIC CPRM _{on Google}

Mar 7th, 2021

Professional office. Worked with them for a year and a half now, very reliable and honest.

Rachael Jones _{on Google}

Oct 9th, 2018

I have had the pleasure of working with WRWM on both a professional and personal level. Their extensive knowledge base and attention to service is second to none. For both large commercial accounts, and small personal accounts- they have executed detailed and comprehensive strategies with excellent reporting and transparency!

Tiger Pawn _{on Google}

Jul 18th, 2018

These guys are not your cookie cutter financial advisors. If you are with a franchised financial advisor and feel like having a more personal relationship with a smaller firm, these are your guys. Well respected and highly recommended.

Josh Ritzo _{on Google}

Sep 13th, 2017

Professional and Trustworthy. I have been working with Carroll and Ben for a few years now and couldn't be happier with the service and friendship they have provided. I know my best interest is always first.

Karen Moxley _{on Google}

Jan 17th, 2016

My parents LOST $50,000 in 2015. In 2014, they made a whopping $2,000 (an increase of less than 0.5%) and had to pay fees in excess of $10,000. Take into consideration that, according to CNN Money, stocks rose 11.4% in 2014. My father was hoping to retire at the end of 2016, but now believes he is going to have to work until he dies. In response to the owners response below - yes, I did post this review once before (not multiple times), but deleted the Google account. I would never want another family to go through the heartache my parents have endured, on your behalf, and therefore, reposted my initial review. I can assure you this is not spam - the money lost is very real. My parents did meet with you after they received notification of their financial loss.