Mariner

Gianni Downs 

on Google

11 months ago

We had an exceptional experience meeting with Wright Associates and Kyle, who is now our financial planner. He provided a clear, thoughtful, and detailed overview of our financial situation and the options available to us. What really stood out was the genuine care and warmth he brought to the conversation. He made a complex topic feel approachable and manageable. We left the meeting feeling informed, supported, and confident about the next steps. We're excited to move forward with the firm and highly recommend them to anyon... read more

Roy Hoogerhyde 

on Google

4 years ago

Our experience has been with Kyle, and he's been a tremendous asset in helping is to plan for our future while making life today work. He is easy to talk to, definitely knows his job, and is incredibly proactive in working with us. He walks us through everything he does, and answers every question. We're not trading him . . . he's a permanent member of our team! 

Bill Sante 

on Google

4 years ago

I have only recently met Kyle in connection with Wright Associates reorganization and expansion. He was well prepared generally and completely familiar with my accounts and investment objectives. He has demonstrated great sensitivity for my personal tax situation and for some recent cash flow needs. I look forward to working with Kyle into the future as my personal situation develops. 

Ray Foerster 

on Google

4 years ago

I highly recommend Wright Assoc. For the past 16 years they have expertly and successfully invested my mother's finances and now mine. They are very professional and also provide as much one-to-one attention as the client prefers. 

Sherry Engelmann 

on Google

4 years ago

If you need financial advisors who truly have your best interest at heart, Wright Associates is a perfect fit. Responsive, attentive, professional, and most importantly, caring!