What Clients Are Saying:
These statements are not representative of all clients, and reflect their individual opinions only. These testimonials were not paid for and are no guarantee of future performance or success.
“My wife and I have been with Jason for about 10 years now. Jason and his staff have been knowledgeable and very helpful managing our retirement accounts. The recommendations Jason and his team have given us have been outstanding, and they respond very quickly to any questions we may have. We have recommended Jason and his staff to our friends and family.”
— Dave & Cindy B.
“We have been happy with our financial advisor, Jason Hutchins and his staff, primarily because he listens to us. He took the time to learn what matters to us. When we first met, he asked questions about our needs and desires. Then, over a period of time, he worked to assemble and maintain a sound financial plan. We receive frequent emails with valuable information about market changes that can affect us. He also adapts our program as our needs & lifestyle change. We would recommend Jason and his staff to anyone.”
— Tim & Melanie B.
“My husband and I met Jason at a dinner and presentation several years ago. At that time, we had our investments scattered among multiple institutions. Jason offered a free 1hr appointment to explain in further detail how he could help us. He was detail oriented and explained things until we understood more clearly what he could do for us. After we accepted his services, he met with us as often as necessary before getting all our investments ‘under one roof’ and managing our investments to get the maximum benefit for us. Since that time, we meet with Jason for periodic reviews, and he contacts us if adjustments need to be made between reviews. We’re fortunate to have met Jason and have benefitted from his expertise.”
— Butch & Mary Ann M.
“From the start, there was no hard sell – just facts. I trusted Jason from the first time I met him to pull all my retirement accounts together to manage in one portfolio. Alan was already working with another advisor, but within a short time, he moved his money over to Jason to manage as well. We trust him to work on our behalf and keep our retirement growing for our future. Jason seems to work on what seems to us to be a level of common sense. We know behind that is a bank of knowledge that we do not have. He can speak the finance and economic language at a level we understand. We appreciate the personal touches from Allyson and Ashley in the office. Our phone calls and emails are always handled promptly and efficiently.”
— Alan & Suzanne L.