Waldo Wealth Partners

Austin Waldo 

on Google

2 months ago

I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. They're incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call. 

Brandon Chambers 

on Google

3 months ago

From the moment you meet Ian, it’s clear you’re in great hands. He has a way of making you feel like family right from the start. The entire team at his office is welcoming, professional, and genuinely passionate about what they do. Ian’s expertise is unmatched, and he takes the time to truly understand your goals while patiently answering all your questions. Working with Ian and his team is always a seamless and enjoyable experience, and I can confidently say I’ll continue trusting them with my financial planning for many y... read more

Aaron S 

on Google

4 months ago

Ian, Caleb, Danielle, are a friendly and dynamic team. I would highly recommend their services for anyone in need of financial planning, wealth planning, or tax planning strategies. You will be in good hands!!! 

Carl Meck 

on Google

4 months ago

Great team!! Ian and his crew are always working to provide what the person wants. Answers questions as needed and feedback on the best way to get to a solution. 

Brenda Bux 

on Google

4 months ago

I’ve been with Ian since the inception of his business. He and Caleb and Danielle are highly knowledgeable and professional, while at the same time feeling like family. I cannot imagine being anywhere else!