Rating

90.9%
10 Reviews
9.09%
1 Reviews
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0 Reviews
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Reviews

Stacy Clark
2 years ago
Patty Nimnicht
We have had the pleasure of dealing with Michael for many years. He does a great job.
2 years ago
John Botterbusch
Mike McAlpin has been a trusted advisor for 15 years. We have worked through investment strategies, retirement plans, estate plans and tax strategies with him through the years. Mike's background and certifications give him the knowledge and skills to assist us across the full retirement planning specturm. His experience and advice are crucial to our financial decision making process.
2 years ago
Jerry Clark
Mike McAlpin was my Wealth Management Advisor when he was with a top rated Financial Management company, that I was a client with. He earned my total respect and trust as my Advisor. His character, integrity, knowledge and communication skills were outstanding. I sincerely believe he will be very successful with his own company because he is totally focused on his clients best interests. In addition to all the above he is a really nice guy and a pleasure to do business with. Jerry Clark
2 years ago
Cheryl Pack
Mike has helped me with all of my financial needs. He is very knowledgeable and has an understanding of what I need going forward. I have used his expertise for many years and appreciate all of his good work.
2 years ago
tom smith
Personal care and attention to the clients needs are always first. Mike presents a very trusting environment, with the ability to help the client in many ways above and beyond the basic financial needs.
2 years ago
bretgsmith
Mike is very knowledgeable, trustworthy and accommodating. His experience and insights have been super helpful in understanding markets and investment strategies.
2 years ago
Greg t Norman
We are extremely happy working with Mike for our wealth management needs. He explains everything in detail and provides sophisticated but easy to understand software to help make investment choices. Having worked with Mike over the years we know we’re in good hands and are part of an investment group that cares about our current and future investment choices and retirement needs.
2 years ago
Trudy Slaby Eissler
Being an 80 year old widow I wanted someone I could trust…. That would return my phone calls … promptly.,, and would not churn my account so I would have enough money to do the travel and do the things I want to do… if this is you…talk to Michael you will be happy you did!!!
2 years ago
Brian Andrew
Mike is relatable and after interviewing me and my wife, tailored an investment and retirement plan, using the most advance tools. He’s the best all-round financial planner in the area.
2 years ago
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