Testimonials
G. S.
“I highly recommend Avery Wealth to let them manage your retirement funds. They work for you and can help develop a plan. At the very least take the time to talk with them, you owe yourself that much.”
Shawn P.
“The Avery Wealth team is phenomenal. They offer steady, consistent, and knowledgable consultation and advice. “
Mike B.
“Very helpful, knowledgeable, attentive, and they have the heart of a teacher. Pointed towards them because they are SmartVestor Pros, as recommended by Dave Ramsey. “
Jim A.
“We have been associated with Dan and Avery wealth for 7+ years, they have taken great care of our investment, provided great insight and advice along the way!”
Mike K.
“We can’t say enough positive things about the folks at Avery Wealth. The past seven years of partnering with them have been pleasant, prosperous and virtually worry free. On the prosperity issue some of the success is due to great timing as well as the market and we realize there will be ups and downs along the way but knowing we are with the right organization gives us the confidence for what will hopefully be a long and secure journey ahead. While Brent is our main point of contact, we feel right at home with each and every member of the Avery Team and feel truly blessed to have them looking out for us.”
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use. Clients were not compensated for their reviews.