Client Successes

A lot of our clients comes from people recommending us to their friends, families, colleagues and community members. We would like to share with you the kinds of experiences people have working with our team.

We are so grateful for the advice and expertise that WK Financial has provided to us over the years. They have helped us plan our “retirement,” which turned into another business venture! They showed us how we can accomplish what we love to do. We know that they have taken care of everything, and continue to make sure that we can continue to live the life we worked so hard for. We also feel that they are not just our advisors, but true friends. They don’t just care about our money, but our well-being, and happiness.

- D.& J. H., Business Owner

We graduated from school 5 years ago, and were married 3 years ago. We had no idea where or how to get started with our financial issues. The people at WK were very helpful in not only providing direction with our work benefit plans, but also with how to get everything started. They helped us get started with a savings plan, buying our first home, and making sure we were covered in case anything happened, we always feel comfortable asking them about anything. A single word comes to mind when working with them – coach.

– D. & L. R., Family

We started working with WK after we retired 10 years ago. We regularly talk to some of our friends who constantly worry about the markets, interest rates, etc. We love the fact that we don’t have to worry about that stuff. WK’s conservative investment approach, focus on our financial plan and regular updates to our financial plan, give us confidence that everything is working out. They are also very personable and easy to work with. We truly enjoy our meetings.

– M.T., Retired

We were one of those couples who should have started a retirement plan many years ago. We thought we had waited too long to accomplish what we want to during our retirement. WK’s financial planning process enabled us to easily see what we need to do going forward to make our dreams a reality. It really wasn’t as bad as we thought! We are now confident that we are going in the right direction. We feel more relaxed and worry much less about our finances. We also appreciate the personal and no-pressure approach that WK takes with us.

– L. & R. G., Pre-Retired