Echelon Group

Casey Nixon 

on Google

4 months ago

Robert Frost is right in the fact that these people don’t care about smaller accounts. I tried to help him but the advisors were too busy. They’re also too understaffed to handle them and have no plans to slow down to take care of their current clients. I’m not a client but a former employee. Maybe go here if you want someone to service your 401k or if you have over $100k to start, otherwise the customer service and attention to your wealth mgmt will be lacking and your money will be at risk imo. Cheers 

Robert Frost 

on Google

9 months ago

When we started with this group we were kept informed of our investments and had a meeting every quarter to go over said investments. We have not heard anything from them for months now. Texts aren't answered. Phone calls not returned. We have modest investments but my only guess is that we don't have enough money for them to bother with. We're moving our money to a different firm. Ignoring your customers is not the way to keep business. 

David Bettis 

on Google

2 years ago

I shopped for financial advisors, with initially frustrating results. Multiple big banks would tell me they would manage my portfolio and meet with me regularly, and then a year would go by with no contact (except for collecting their fees.) Then I found Echelon Group: they have kept their pledge of individual attention to our financial goals, and regular meetings to review financial planning, market trends, and updated priorities. We meet every quarter, and they initiate the nudge to schedule. They have my complete trust an... read more

Anonymous 

on Google

2 years ago

I shopped for financial advisors, with initially frustrating results. Multiple big banks would tell me they would manage my portfolio and meet with me regularly, and then a year would go by with no contact (except for collecting their fees.) Then I found Echelon Group: they have kept their pledge of individual attention to our financial goals, and regular meetings to review financial planning, market trends, and updated priorities. We meet every quarter, and they initiate the nudge to schedule. They have my complete trust an... read more

John Jozwik 

on Google

2 years ago

The team at Echelon Group has been very responsive and caring over the almost ten years that they have been our family financial advisor. Echelon was also the investment advisor for my former company's 401(k) plan. As a plan fiduciary, I was always comfortable that they were working hard for the 401(k) participants and keeping the company compliant.