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Customer Review Ratings
Average of 9 Customer Reviews
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Review fromMary M
Date: 05/30/2025
5 starsMary M
Date: 05/30/2025
Thank you! Thank you! Thank you! We couldn't have done it without ****! We love his approach! He's always available, his team is a phone call away. Our retirement is awesome because of ****! We can travel knowing that he is behind the scenes talking care of business. Love your Market updates weekly! Go ****
Pearl Wealth Group
Date: 05/31/2025
Thank you so much ****!! Go Rays & Yankees (For *****)Review fromBarbara R
Date: 05/22/2025
5 starsBarbara R
Date: 05/22/2025
**** is especially great with older folks. He trys to preserve what we have. Takes plenty of time to explain what his plan is for you and puts no pressure on you to decide. He certainly can answer your questions and doesn't care how many you have. He's done great for me these past 5 years.Pearl Wealth Group
Date: 05/23/2025
Thank you so much!Review fromBen M
Date: 05/22/2025
5 starsBen M
Date: 05/22/2025
I have been with Pearl Wealth Group for a number of years and am completely satisfied with them. Great service and guidance! They are always available, professional, and with a good dose of common sense.Pearl Wealth Group
Date: 05/23/2025
Thank you so much!Review fromMark G
Date: 05/22/2025
5 starsMark G
Date: 05/22/2025
**** and the Pearl Wealth Group team are first class. We've been impressed with **** and the team's teacher-based, service-oriented approach to helping us guide our finances. We value the connection we feel to the team and the knowledge that we can reach out anytime. We also enjoy the weekly updates and perspectives **** provides. First-class operation.Pearl Wealth Group
Date: 05/24/2025
Thank you so much!!!Review fromTammy S
Date: 05/22/2025
5 starsTammy S
Date: 05/22/2025
We've been clients of ****'s for almost four years. Not only is he a superior financial planner he is an amazing human! His entire team is top-notch. We highly recommend **** and his team.Pearl Wealth Group
Date: 05/24/2025
Thank you so much *****!!Review fromKevin D
Date: 05/22/2025
5 starsKevin D
Date: 05/22/2025
Excellent company to work with! **** is always available to answer questions and offer guidance. Thank you ****!Pearl Wealth Group
Date: 05/24/2025
Thank you so much *****!!!Review fromJim V
Date: 05/22/2025
5 starsJim V
Date: 05/22/2025
Pearl Wealth Group has been managing my retirement accounts for a couple years now. Their team is very knowledgeable and helpful whenever I have had a question or needed additional guidance. Great group of people to work with. I have total confidence in them managing my accounts.Pearl Wealth Group
Date: 05/24/2025
Thank you so much!!!Review fromDANIEL G
Date: 05/09/2025
5 starsDANIEL G
Date: 05/09/2025
Pearl Wealth Group and I just recently started working together. I am very happy so far with how it's going. **** and his staff have been very informative with each and every step. They took the time to do a financial ekg for me free of charge to see if I had a valid plan for my retirement. We have had open conversations on where I see my retirement goals in the short term and in the future. They have committed to continuing re-evaluations of my accounts and circumstances to better reach my goals. I look forward to working with Pearl Wealth Group they make the process enjoyable.Pearl Wealth Group
Date: 05/10/2025
Thank you so much ******!Review fromRobyn O
Date: 06/29/2024
4 starsRobyn O
Date: 06/29/2024
**** is a great advisor to use, you are not a number but a friend, I was able to get so much more than my old E ***** advisor.I highly recommend.Pearl Wealth Group
Date: 05/02/2025
Thank you so much!!
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