Legacy Planning Group

Paige Sjoblom 

on Google

10 months ago

My family was with LPA for over a decade, blindly trusting them. They fared the 2008 collapse well, so we all invested more. However, they had a massive split when they forced their leading advisor out of the company. This ensued a tug-of-war where the lead advisor, who had built up the trust with clients, tried to get us all to leave LPA and let him manage our funds. It became so nasty we wanted nothing to do with either of them. When we finally moved our money, the new advisor informed us we had a large amount of money sit... read more

Eric Flygare 

on Google

a year ago

Cautionary Tale: Beware of Lone Peak Advisors! As a conscientious investor, I feel compelled to share my disheartening experience with Lone Peak Advisors (LPA). In 2018, I entrusted $15,000 of my daughter's funds to LPA, hoping for fruitful returns. However, what ensued was a six-year journey marred by disappointment and financial loss. Despite the broader market trends indicating growth, my investments with LPA dwindled to a mere $12,300 by the end of this period. Shockingly, when I endeavored to retrieve my remaining funds... read more

Steve Pollmann 

on Google

4 years ago

I worked with this group for several years with good success but when COVID hit their service and responsiveness were dramatically impaired. I think that they are good people but incapable of doing the necessary adjustments in challenging times. Frequently, they were long on talk and short on execution. I was working with two different financial advisors and because of the lack of transparent communications on the investment strategy, I elected to move all my money out of their management a few months ago and glad I did. 

Redwood Inspiration 

on Google

4 years ago

If you are looking for or thought you've found a trustworthy financial advisor who has integrity and will take good care of your life-long saving, think twice and stay as far away from Lone Peak Advisers as you can. They seem to be nice and persuasive until you dig into their dark side. If they try to sell you or have sold you Jackson annuity, call Jackson on your own to find out how many hidden fees and facts that Lone Peak Advisers didn't reveal to you. If they have you pay more than a 2% fee in total for using Interactive... read more

Joe Goff 

on Google

6 years ago

Tyler Olson with Lone Peak Advisers is great to work with. We did some signs for their offices and they were great to work with. They even remember which soda I like when I go there. Now that's service!