Wright Associates Reviews

Roy Hoogerhyde 2021.09.07

     

Our experience has been with Kyle, and he's been a tremendous asset in helping is to plan for our future while making life today work. He is easy to talk to, definitely knows his job, and is incredibly proactive in working with us. He walks us through everything he does, and answers every question. We're not trading him . . . he's a permanent member of our team!

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Bill Sante 2021.08.26

     

I have only recently met Kyle in connection with Wright Associates reorganization and expansion. He was well prepared generally and completely familiar with my accounts and investment objectives. He has demonstrated great sensitivity for my personal tax situation and for some recent cash flow needs. I look forward to working with Kyle into the future as my personal situation develops.

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Reply from Wright Associates 2021.08.27

Dear Bill,

Thank you for your great feedback about Kyle and your experience working with the firm, and for taking the time to share them. We sincerely appreciate it. And if there is anything that we could be doing better, please let us know.

Best,

Oliver Cohen
Director of Marketing

Ray Foerster 2021.08.25

     

I highly recommend Wright Assoc. For the past 16 years they have expertly and successfully invested my mother's finances and now mine. They are very professional and also provide as much one-to-one attention as the client prefers.

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Sherry Engelmann 2021.08.21

     

If you need financial advisors who truly have your best interest at heart, Wright Associates is a perfect fit. Responsive, attentive, professional, and most importantly, caring!

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Jill Rooney Schmitz 2021.08.19

     

My husband have been working with Kyle for 2-3 years now and absolutely love working with him. He has been nothing but helpful, supportive and very patient with us. We are so grateful for his guidance and knowledge, especially during some confusing financial times. My husband and I are both in healthcare and needless to say, between student loans, starting a family and planning for the future, Kyle has been able to keep us on track with ease. He is willing to meet with us anytime of the day to accommodate our difficult schedules and is always prepared and forward thinking. Would definitely 10/10 recommend!

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Evan Adamo 2021.08.10

     

Kyle Beckhusen at Wright Associates has been a trusted advisor for several years. He saved me countless hours in financial planning, significantly grew my investment portfolio, and granted me peace of mind along the way. Whenever I have a question on investing, taxes, retirement planning or insurance, Kyle is quick to respond to my email and always has thoughtful answers. I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.

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