Able Financial Group

Jodi Bohr _{on Google}

Feb 14th, 2022

We had our money with Able Financial Group for a few years and yielded low to average results while the markets rose. We took over our own portfolios and have seen great results since (about 18 months). It took longer for us to move over our kids' 529 accounts. We had trouble transferring the 529 accounts and were given grief by one of their advisors when we asked Able Financial to cut checks to move the funds. He specifically asked why he should have to help us move our business elsewhere. He's forgotten about the thousands of dollars in fees we paid him over the years to manage our portfolio. After that issue Adam was very helpful in moving our 529 funds. I've edited my previous review to reflect Adam's help.

Brad Goddes _{on Google}

Dec 31st, 2021

If you're looking for an extremely knowledgeable, experienced, and affable financial advisor, I highly recommend Adam Brooks and his associates at the ABLE Financial Group. They offer a multitude of services that can accommodate all levels of investors. I have referred several people to Adam and always receive positive feedback. He is quick to answer his phone or get back to you if he doesn't, respond to emails or texts, schedule a meeting, and do whatever he can to help his clients. No one works harder and cares more about their clients.