9 Customer Reviews
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Review from Jeff Z
5 stars04/18/2024
Great group. Very knowledgeable. They spend a lot of time keeping you informed on best options.
The Wealth Guardians and Ray Financial Group Response
04/19/2024
Thank you ****. Our firm is founded on educating our clients on their options and providing solutions for a sound retirement plan. We're happy to know we achieved our goal and look forward to serving you and your family to and through retirement. **** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. ****'s comments may not be representative of any other person's experience with the firm.Review from FRANK M
5 stars02/24/2024
The Wealth Gaurdians are thorough. My wife and I had 4 interviews about our finances and our expectations before we were asked to become a client. No pressure. We are working with one advisor only so we have a dedicated contact. ***** went over all our specifics and recommended a plan and then with our input we tweaked it to our satisfaction. No one size fits all. ***** showed us all the ins and outs of our finances that we had never thought about. We are immensely happy with the personal service, ease to contact them and thorough knowledge that ***** has. I was amazed. The only regret we have is that we didn't contact The Wealth Gaurdians years ago! From our previous investments we now pay out less costs and fees-great! I would whole heartily recommend The Wealth Gaurdians.The Wealth Guardians and Ray Financial Group Response
02/26/2024
***** we're so glad to know that our 4 meeting process accomplishes our goal of educating prospective clients on the many considerations that impact finances in retirement with no pressure attached. We look forward to working with you as you and your wife journey towards and through retirement.! ***** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *****'s comments may not be representative of any other person's experience with the firm.Review from Rick C
5 stars02/22/2024
My wife and I went to get a second opinion and did the four week classes, which are very informative. ********************* was our personal advisor. He explained all aspects of the plan to quit the job and keep the paycheck. We were with another company managing our finances but really didn't understand the mechanics behind our retirement plan. We now feel confident that we have a clear path through retirement thanks to the Wealth Guardians group. I just want to say thank you for helping us!The Wealth Guardians and Ray Financial Group Response
02/23/2024
We so appreciate your comments and vote of confidence and are happy to welcome you to our client family. **** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. ****'s comments may not be representative of any other person's experience with the firm.Review from Gerald G
5 stars11/02/2023
Started off interviewing 4 financial advisors, quickly narrowed down to Wealth Guardians. So much more thorough and provided a complete breakdown of how our retirement savings was to be invested. Made sure all our questions were answered and we understood what retirement would look like. Would not hesitate to recommend.The Wealth Guardians and Ray Financial Group Response
11/06/2023
Thank you ******. We are so pleased to include you and your wife in our client family and look forward to many years of a successful relationship.The Wealth Guardians and Ray Financial Group Response
11/16/2023
“ ****** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. ******'s comments may not be representative of any other person's experience with the firm.”Review from Bobby S
5 stars08/15/2023
I am very pleased with the team at The Wealth Guardians. Before meeting with them, I felt like I had a good knowledge of finances but the staff here takes it to another level. I knew when I wanted to retire but didn't know how to financially make it happen. The folks at The Wealth Guardians are very thorough and knowledgeable and have helped my wife and I develop a comprehensive plan to achieve our retirement goals. The entire staff has been very helpful and are always available when I've needed them.The Wealth Guardians and Ray Financial Group Response
08/16/2023
The honor is all ours! We're so pleased to welcome you and your wife to our Wealth Guardians 'family' and especially appreciative of your comments. We work hard to educate our clients and provide excellent service. Thanks again.The Wealth Guardians and Ray Financial Group Response
11/16/2023
***** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *****'s comments may not be representative of any other person's experience with the firm.”Review from Cynthia J
5 stars04/25/2023
Single, retired female with limited financial experience and interest in finance seeks financial advice from a firm that employees well-educated, “passionate about their work”, and caring individuals. I FOUND ALL THESE ATTRIBUTES at Wealth Guardians! In addition Garrett and the office staff are patient, thorough and personable. I had to do my homework, and my “teacher” helped me navigate general investing information so I walked away feeling completely confident about my choices. Couple what I gathered in 4 meetings with the firm’s historically excellent reputation, and now you, too, can understand why I didn’t hesitate to hire them. You should too!!!The Wealth Guardians and Ray Financial Group Response
04/28/2023
******* we are beyond honored to have met your expectations and through our process been able to provide you with peace of mind about your financial future in retirement. It is our goal with everyone who seeks our expertise and our staff is rewarded to know we met the mark! Thanks for the feedback.The Wealth Guardians and Ray Financial Group Response
11/16/2023
******* is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *******'s comments may not be representative of any other person's experience with the firm.”Review from Wayne R.
5 stars04/11/2023
We are more than thrilled to finally find a firm that truly understands us and our concerns. This is the third firm we’ve worked with and hands down they have been the most helpful and we now have a solid plan for our future. We also sleep better knowing they’re working for us every day. ***** * **** ********The Wealth Guardians and Ray Financial Group Response
04/17/2023
***** we so appreciate your review of confidence in our services. We in turn are thrilled to have you and **** as clients. Your comments validate what we work hard towards which is helping each one of our clients preserve what they've worked hard to save so they can live the retirement of their dreams.The Wealth Guardians and Ray Financial Group Response
11/16/2023
***** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *****'s comments may not be representative of any other person's experience with the firm.”Review from Stephen H
5 stars01/08/2023
We have been extremely pleased with The Wealth Guardians from day one. Knowledgeable, friendly, and always accessible for help and advice. We would highly recommend them. Steve & TerryThe Wealth Guardians and Ray Financial Group Response
01/09/2023
Thank you so very much for your trust and endorsement. It's a pleasure having you as clients!The Wealth Guardians and Ray Financial Group Response
11/16/2023
******* is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *******'s comments may not be representative of any other person's experience with the firm.”Review from Susan C
5 stars05/17/2022
I am very satisfied with Wealth Guardians. I needed a retirement expert that understood how to customize my portfolio. My risk tolerance was explored and was given professional advice on how to get the most out of my portfolio and keep me on my retirement goals. I found that with this wonderful company and great staff. I would highly recommend Wealth Guardians especially if you have any questions on how your money is being managed.The Wealth Guardians and Ray Financial Group Response
05/18/2022
Thanks ***** for the resounding shout out. We're honored to work with you and appreciate you sharing your views.The Wealth Guardians and Ray Financial Group Response
11/16/2023
“ ***** is a client of The Wealth Guardians and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. *****'s comments may not be representative of any other person's experience with the firm.”
Customer Review Rating
5/5stars
Average of 9 Customer Reviews
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