AKPride Financial Reviews

Jennifer Rabun 2026.01.22

     

Anna at AKPride is knowledgeable, approachable, and truly cares about your financial goals. She makes financial planning and money management clear and actionable, and her guidance is both practical and empowering. Highly recommend!

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Reply from AKPride Financial 2026.01.22

Thank you Jen! I have so enjoyed helping you create a solid financial and retirement plan along with diversified management of RSUs. As life continues to evolve and change, I look forward to supporting your continued success. Thank you again for trusting me and our firm with your investments and financial planning.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Diane Lapham 2025.08.05

     

Anna and Ana are truly remarkable women! We have been working with the firm for several months now and could not be happier with the ways they’ve guided us and the outstanding service. Diane is so responsive in helping me get things done. The organization and efficiency of the team as a whole has just been so impressive!

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Reply from AKPride Financial 2025.08.06

Diane, Ava and Scott it is truly wonderful working with all of you. Thank you for your kind words about our team and especially our level of service. We so enjoy working to help you identify opportunities and solutions as our world continuously changes with new legislation for increased efficiencies in both your business and personal financial plans. Along with the partnership with your CPA and Estate Attorney in creating and implementing effective estate plans. Thank you for trusting us and the opportunity to work with your family.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Steve Michaels 2025.04.18

     

I've been working with Anna for about half a year and we're off to a great start! A comprehensive financial plan to start out, followed by several meetings to chart progress. Anna is super responsive and personable, and her recommendations are helping me diversify even further. I especially like her style of providing her opinions and knowledge without it feeling like a sales pitch...I feel she truly has my best interest in mind.

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Reply from AKPride Financial 2025.07.28

Thank you Steve for your review. I’m very happy to hear our retirement planning process and diversified solutions have been very beneficial to you.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Kelly Morena 2025.04.05

     

Anna and her team are extremely knowledgeable and helped my husband and I identify opportunities across our portfolio. We're in our 40's and planning for our future. Anna helped us put a strategic roadmap together. We have a stronger plan in place with specific direction and goals because of her. We stopped to pause and focus on our financial status and Anna was the perfect partner to bring it all together. Would highly recommend using Anna for your financial planning needs!

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Reply from AKPride Financial 2025.07.27

Thank you for your review. It’s been a pleasure helping you and your husband build your financial plan, and I appreciate the opportunity to work with you.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Valanda Nelson (Val.) 2025.01.15

     

I highly recommend AKPride Financial, and more specifically, Anna Kindley. I have known Anna for many years, and when I learned she had started her own business, I decided to transfer my accounts to her. Throughout the process of onboarding and afterward, she proved herself as being attentive, answered my many questions, and provided solutions to my unique situation. She treats her clients with professionalism and personal attention, and she doesn't hesitate to go above and beyond.

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Reply from AKPride Financial 2025.07.28

Valanda thank you for your review. I appreciate the opportunity to work with you too~

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Sharona Patrice 2023.09.15

     

Anna has been instrumental in helping me come up with a solid plan for retirement and advising me on the best financial products for my immediate and long-term goals. I'd been in search of the right financial/wealth management advisor for quite a while and I found Anna at the perfect time. I appreciate that she customized a plan that was specific to my goals and needs as a single woman (currently without a spouse or children). In my opinion, it's important to trust the person who is advising and guiding you on financial matters. I could tell that Anna was honest and authentic from the moment I met her. Anna is personable and considerate and has gone above and beyond to explain things practically, making sure I'm comfortable with every step of process. If you're in search of quality financial advise and expertise from a company with genuine care and concern for clients, I highly recommend Anna and the AKPride Financial team!

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Reply from AKPride Financial 2025.07.28

Sharona it has been a pleasure helping you build your financial and pre-retirement plan(s). Thank you for the opportunity to work with you and for this thoughtful review.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Klaus Barkhausen 2023.09.06

     

Anna offers excellent advice and insights into financial planning for retirement. With her help, we have been able to review, update and improve our retirement plans in ways we had not considered. She provided us with a 360 degree view of our finances and has helped create a plan to achieve your retirement goals.

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Reply from AKPride Financial 2025.07.28

Thank you Klaus! I have truly enjoyed working with both you and your wife on retirement planning and estate planning. It is our firm’s goal to make a meaningful difference in our clients’ lives.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Marko Eisenhower 2023.04.06

     

I highly recommend

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Reply from AKPride Financial 2025.07.28

Thank you Marko!

Disclosure: This review was provided by a non-client. The non-client was not compensated for this review, and there are no known conflicts of interest.

Patricia Knauf 2023.03.06

     

Anna was great to work with. She really took the time to get to know my family's situation and our financial goals for the future, then put together a plan that works for us.

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Reply from AKPride Financial 2025.07.28

Patti- I truly enjoyed collaborating with both you and Roy on how best to integrate protections, investments and retirement planning into your family’s comprehensive financial plan. Thank you for trusting me and our firm with your family's investments and personal financial plan.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Ashley Bowcott 2023.02.22

     

Anna does a great job blending her extensive background in HR with financial services! She is able to explain the rationale behind her recommendations clearly and in ways that are easy to understand, but also more than willing to delve into specifics and the more specialized details for those who are interested. She is encouraging about saving for retirement without making it sound like a daunting task, and I feel confident following her lead in managing my funds.

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Reply from AKPride Financial 2025.07.28

Thank you for taking the time to share your experience and our firm’s management of your personal investment portfolio. We sincerely appreciate the opportunity to support you and your growing family’s financial plans.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Joey Santoro 2023.01.08

     

Anna is the best! She was very caring and thoughtful answering all of our questions. She has really helped our growing family get on the right track. We look forward to working more with her in the future.

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Reply from AKPride Financial 2025.07.28

Thank you Joey! I have so enjoyed helping you, your family, and growing business create a solid financial plan. As life continues to evolve and change, I look forward to supporting your continued success.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Michelle Song 2023.01.04

     

With Anna’s extensive senior human resources experience in fortune 100 companies, she was able to quickly identify and show me coverage gaps in all employer’s group benefit plans to protect their savings and investments. I am millennial who is serious about financial planning and investments and someone who cares about the future of my financial health. I have been working with Anna remotely while living in multi-states NY, GA and CA due to my corporate career with American Express. It's a positive experience to not have to worry about changing Wealth Management Advisor like a dentist, hairstylist, and doctors and for consistency. I love that there is holistic planning involved with all the moving parts working together instead of just one piece. I am able to give Anna my big picture and she knows exactly what to do which gives me the better advice for my financial situation(s).

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Reply from AKPride Financial 2025.07.28

Thank you Michelle for your review. I so enjoy helping you and watching your career grow. Thank you again for trusting me and our firm with your financial planning needs.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Meredith Kasheta 2022.12.29

     

The owner is amazing and clearly an expert in her field. I highly recommend calling AKPride if you're looking for any financial services and want to work with a company that cares about their clients.

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Reply from AKPride Financial 2025.07.28

Thank you Meredith! We so enjoy working with you too~

Disclosure: Meredith Kasheta is not a client of the Firm. She is a local business owner who collaborates professionally with the Firm in a business-to-business capacity. While there is no compensation or referral arrangement between the parties, the Firm recognizes that this professional relationship may present a potential material conflict of interest.

Dave Dwyer 2022.11.17

     

Anna helped us realign and re-arrange a lot of loose ends. She spent several hours going over many of our wants/needs and realistic goals. She is very prompt to answer questions and gives periodic updates. We are very confident with her knowledge and business sense. Totally recommend AKPride Financial !!

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Reply from AKPride Financial 2025.07.28

Thank you Dave! It was truly my pleasure to help you and your wife with social security and retirement planning.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

Jennifer Brent 2022.11.03

     

If you are looking for financial direction, Anna is the right person to connect with. She helped us tremendously with the daunting tasks of going through our finances and helping us see the big picture when it comes to short and long term goals. Thanks to Anna, we are now covered if the worst should happen and we are well taken care of.

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Reply from AKPride Financial 2025.07.28

Thank you Jennifer for trusting us with your business and writing a very thoughtful review. I’m pleased to hear our firm's financial planning services delivered on creating more peace of mind for you and your family. Our firm’s primary goal is to work as fiduciaries and in your best interest.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.

William Brent 2022.11.03

     

Anna is thoughtful, conscientious, and brings a human touch to what can be an otherwise sterile and "sales pitchy" scenario. My family felt at ease and comfortable with the scenarios Anna presented. Anna is very thorough and helpful.

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Reply from AKPride Financial 2025.07.28

Thank you Bill for taking the time to recognize me and our firm for our financial planning work. I truly enjoy helping you and your family prepare for any unexpected/ expected life events while also building a glidepath to reach your personal retirement goals.

Disclosure: This review was provided by a current client. The client was not compensated for this review, and there are no known conflicts of interest.