Aspyre Wealth Partners Reviews

Pamela Miller 2024.06.30

     

Integrity. Transparency. Expertise. Continuity. Adaptability. Extraordinary customer communication. True dedication and caring. We knew Aspyre was the best advisor when it was highly recommended by a gift planning, colleague, our estate attorney, and a retired financial advisor/friend who would have moved to Aspyre had he not retired. Stewart Koesten was our first point of contact -- the Chair and CEO; how often does that happen?!! However, we not only have Stewart, but an entire team, including an advisor for my husband's retirement planning. They have guided us through our asset management, retirement planning, home purchase, Medicare, overseas home opportunities. You name it. Aspyre keeps us updated on trends and market development, and plan for the long-term -- no market timing here. They meet with you on a regular basis, keep updated on your current and projected cash needs, and support charitable giving. All our advisors are still with Aspyre because the firm encourages career and personal growth, and expands to meet opportunities, such as Jamie Bosse's writing and presentations for young people and parent financial literacy and planning. They are involved throughout the greater community, and invite clients to participate in various life events. They get to know YOU; you get to know THEM. We sleep well at night because we know we are in the best hands.

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Reply from Aspyre Wealth Partners 2024.09.05

Thank you so much Pamela for your thoughtful review. We are truly honored by your kind words and the trust you’ve placed in Aspyre Wealth Partners. It's incredibly rewarding to hear that our team's dedication has made a lasting impact on your financial journey.

Kim Peck 2024.06.28

     

Technically excellent They take the time to get to know you and your goals/dreams.

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Reply from Aspyre Wealth Partners 2024.09.05

Thank you, Kim, for your kind words! We’re delighted to hear that you appreciate our personalized approach and commitment to understanding your goals. Helping clients achieve their dreams through tailored, expert financial planning is what we strive for every day. We're grateful for your trust in Aspyre!

Roy Wilson 2024.06.22

     

Solid, trustworthy, comprehensive advice and management for more than 25 years. Individualized personal approach to all our financially related needs and anticipates upcoming issues to be dealt with. Quick reaction to emergencies in our extended family helping them through trying times. I wish there was a 6th star in the ratings as we would use it !

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Reply from Aspyre Wealth Partners 2024.09.05

Thank you so much, Roy, for your incredibly kind words and continued trust in Aspyre over the past 25 years! We're honored to have been a part of your financial journey and to support your family through both planned milestones and unexpected challenges. Your satisfaction means the world to us, and we are truly grateful for your glowing review.

Myron Daldrup 2024.06.22

     

We have been with Aspyre for over 10 years and have always received professional attention specific to our situation. We are very pleased with our financial growth. Also, their advice, both financial and in living, is well thought out and valuable. We would definitely recommend Aspyre Wealth Partners.

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Reply from Aspyre Wealth Partners 2024.09.05

Thank you, Myron, for your loyalty and trust over the past 10 years. Providing thoughtful and valuable advice, not just financially but holistically, is something we strive for with every client, and it’s wonderful to know it’s made a positive difference for you. We truly appreciate your recommendation and look forward to continuing to support you.

Bruce Burkhart 2024.06.22

     

Great discussion with Jessie. She was on top of everything and gave us reassurance which is important now since we’re selling our house.

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Reply from Aspyre Wealth Partners 2024.09.05

Thank you, Bruce! We’re thrilled to hear that Jessi was able to provide you with the guidance and reassurance you needed during such an important time. Selling a home can be a big step, and we're glad you felt supported throughout the process. We're here for you every step of the way and look forward to continuing to assist with your financial needs.

Michael Chadd 2024.06.22

     

Aspyre continues to provide excellent customer services and takes the time to listen to and provide relevant information and solutions.

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Reply from Aspyre Wealth Partners 2024.09.05

Hi, Michael! We're delighted to hear that you value our commitment to providing excellent service and tailored solutions. Listening to our clients and offering relevant guidance is at the heart of what we do, and we’re grateful for the opportunity to support you.