The Dala Group Reviews

Delisa Russell 2026.05.13

     

We highly recommend The Dala Group for anyone seeking expert guidance in financial planning, wealth management, investment advising, insurance consulting, and retirement savings planning. The professionalism, knowledge, and personalized approach that we receive from Mike Heatwole and his team at The Dala Group has made a tremendous difference in helping us feel confident about our financial future. Mike takes the time to explain every option clearly and always provides honest, thoughtful advice tailored to our goals. His dedication, responsiveness, and attention to detail truly set him apart. We appreciate the care and expertise he brings to every interaction and are extremely satisfied with the results. We proudly give him a well-deserved five-star recommendation and look forward to continue to work with him.

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Reply from The Dala Group 2026.05.13

Thank you for the kind words Delisa. It was so fun to celebrate your wedding anniversary. We always enjoy the conversations and laughter when you are in the office!

Sue Schulz 2026.04.10

     

I highly recommend The Dala Group for your financial planning needs. Everyone we work with is extremely professional, knowledgeable, helpful and kind. They are teachers at heart, and really help us understand our options before making any decisions. Working with them has been the best decision we have made to secure our future and retirement. I have complete confidence in their ability and faith in their values. Thank you for all that you do!

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Reply from The Dala Group 2026.04.10

Hi Sue - Thank you for your kind words. We love hearing that you have confidence after working with us and that we have been able to help you understand your options so you can make informed decisions.

John D'Anca 2026.04.09

     

Well Established and talented financial planners who attend to details as well as the BIG picture. This firm provides a broad range of services evidencing competence and expertise in all areas in which they practice. Finally, they establish and maintain excellent relationships. I recommend them highly.

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Reply from The Dala Group 2026.04.09

Thank you, John. We appreciate the kind words.

Mary Ann Kowalczyk (Hagemann) 2026.03.14

     

My husband and I have been working with Mike Heatwole (and also his growing staff) at The Dala Group for multiple years now and he’s been amazing. He is always accessible if we need his help as he is only a phone call or email away. He explains financial things clearly even when they might be complicated. We are also happy with how he has been managing our finances. He is a good partner and is proactive in thinking about things that will impact our future and the future of our son. He has connections to other professionals in different areas such as legal and I’ve been able to trust them too. Mike is great at giving us the facts we need and helping us through any gaps he might see in our financial plan. He and his staff are extremely friendly, punctual, professional, knowledgeable (or able to obtain the knowledge if they don’t know), resourceful, helpful, proactive. We are so glad we have someone who we can trust to help us plan our finances.

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Reply from The Dala Group 2026.04.09

Thank you, Mary Ann. I have enjoyed working with you both and getting to know you more over the years. I can't believe it has been over ten years now!

Michael Malone 2026.02.11

     

’ve been with The Dala Group since the very beginning, and I can say without hesitation that their knowledge and integrity are unmatched in this industry. Mike and his team consistently go above and beyond to take care of their clients. Over the course of my career, I’ve experienced seasons of growth, plateaus, and new momentum — and The Dala Group has been there every step of the way, thoughtfully adjusting my financial plan to match my family’s changing needs. What sets them apart is not just their expertise, but their commitment to doing what’s right. I’m incredibly grateful for the partnership and look forward to many more years — and chapters — ahead.

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Reply from The Dala Group 2026.02.11

We appreciate your kind words and trust in us over the years! We love working with you and Shannon. It has been so fun to see your journey!

J Sells 2026.01.29

     

Kristin, Stacy, Mike and Mike have been the consummate advisors - knowledgeable about the markets, the instruments and guiding this nervous newbie. Thank You!

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Reply from The Dala Group 2024.02.29

Thank You, Judy. We love working with you and Mark. I especially enjoy the updates of all the charitable work you two are doing.

Mary Lynn Garrett 2026.01.23

     

It is reassuring that Michael and all the others are in my corner to get my assets in line and protected. I thoroughly trust the team with all of it. They are very supportive. Thanks to the Dala Group!

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Reply from The Dala Group 2024.07.24

Thank You, Mary Lynn. We appreciate your kind words! It was great catching up with you this week.

Jan 2026.01.22

     

Pleased with the personalized service. Keep making me money!

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Reply from The Dala Group 2024.02.24

Thank You, Jan. We will do our best on the making money part! :)

Andy Talens 2026.01.19

     

We have been with Dala over a year. Our advisor Kim and her assistant Trey are the best. They guided us in every aspect of planning and we have not been disappointed. Before deciding on Dala we checked out a few other businesses, the Dala team is top notch. Great communication and relationship building.

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Reply from The Dala Group 2026.01.20

Thank you for the kind words and for trusting The Dala Group. We’re so glad to hear that your experience with Kim and Trey has been positive. We truly appreciate you taking the time to share your feedback.

Stephen Farrell 2025.11.03

     

I can’t say enough good things about the Dala Group. I am totally confident that our relationship is a win-win. The organization is made up of authentic and competent professionals. They are like family to me. Give them a chance to service your needs. You cannot go wrong with them.

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Reply from The Dala Group 2025.11.03

Thank you so much for your incredible review! We’re truly grateful for your trust and partnership. Hearing that you feel like part of The Dala Group family means so much. That’s exactly the kind of relationship we strive to build with every client. We’re honored to serve your needs and look forward to continuing our win-win collaboration for many years to come.

Helen Murray 2025.10.03

     

Mike has been our financial advisor for several years. We trust his guidance and appreciate the time he takes to explain the options available to us. Thanks to his advice we feel confident about our retirement plan.

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Reply from The Dala Group 2025.10.03

Thank you for your kind words. We appreciate your trust in us and we love hearing that you are confident about your retirement plan!

Rick Murray 2025.10.03

     

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Jill Carrera 2025.09.19

     

This group is amazing to work with especially if you are not well versed in this type of financial planning. They will walk you through it literally step by step.

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Reply from The Dala Group 2025.10.03

Hi Jill - We love hearing that we have simplified financial planning for you and made it easier to implement. I am so happy that Joy introduced us. Thank you for taking the time to leave a review.

Linda Bechtold 2025.07.31

     

My husband and I have been Mike Heatwole’s clients since his early days as a Financial Planner. We are extremely happy with The Dala Group he has built and for all the attention and care they have given us, both with our finances and personally. Every Dala Group member is invested in the success and achievement of our goals. Their advice, recommendations and guidance is the result of their cumulative expertise, experience and sincere concern for the wellbeing of their clients. At our last review, we were given a thorough analysis of our accounts and were delighted with the results. With our finances in the care of The Dala Team, we feel confident to travel and enjoy our retirement. I highly recommend you consider Mike Heatwole and The Dala Group as your trusted and highly accomplished financial planning team.

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Reply from The Dala Group 2025.07.31

Thank you for your kind words, Linda. I have very much enjoyed getting to know you and John over the years. It has been wonderful walking alongside you through all of life's changes. We are so happy you have the confidence to travel and enjoy your retirement!

Mia T Gatti 2025.07.19

     

Edited after Owner's response. WARNING: If you want indiscretion, he's your guy. Do not trust this firm, how they will support you, or what they will do with your personal information. ---------------- When seeking a financial advisor, one expects someone trustworthy—an ally who understands your goals, supports your objectives, and helps secure your financial future. At first glance, Dala appears to embody these qualities. But appearances can be deceiving. One day, the trust is shattered—swiftly and without warning. You could be abandoned and left as roadkill. It happened to us.

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Reply from The Dala Group 2025.07.19

Hi Janet - This is your second review posted today and our response remains the same. We take all feedback seriously and are genuinely sorry to hear that you feel this way. We stand by the values and level of care we provide to every family we serve and are proud of the work we do.
If you are reading this review and have questions or concerns, we invite you to contact us directly for additional context.

DL Back 2025.07.19

     

EDITED AFTER OWNER RESPONSE: WARNING: Do not believe owner's platitudes. He professes to have values. He doesn't care. True to form, he has no respect for privacy. The use of an unverified name in his response when none was stated (nor was anyone from Dala mentioned by name in the review) is inappropriate and duplicitous. Yet another example of poor social media skills and poor judgement. Do not trust this firm, how they will support you, or what they will do with your personal information. --------------------------------------- Don't believe everything you read. Reviews can be misleading. Vet this guy completely; talk to former clients. This practice is not what it's seems.

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Reply from The Dala Group 2025.07.19

Hi Janet - We take all feedback seriously and are genuinely sorry to hear that you feel this way. We stand by the values and level of care we provide to every family we serve and are proud of the work we do.
If you are reading this review and have questions or concerns, we invite you to contact us directly for additional context.

Deb Hanson 2025.06.25

     

Great working with Mike Heatwole and Michael Hollis I feel comfortable as they manage my money Extremely informative and very helpful

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Reply from The Dala Group 2025.06.27

Thank you, Deb. We love working with you as well!

martin marcichow 2025.05.28

     

Mike and his team present a very detailed projection of our accounts and overall factors that may impact our future financial security. We have been using Mike’s services for 8+ years. He gets to know his clients on a personal level and that makes our meetings feel like you are talking to a friend.

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Reply from The Dala Group 2025.06.27

Thank you, Marty. It has been wonderful getting to know you over the past 8 years and I am excited to see what the future holds for you and Nan.

Greg stauber 2025.05.06

     

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Chris Billingsley 2025.04.30

     

My wife and I have partnered with the Dala Group since 2024, and it has been a wonderful experience. Our advisor, Kim, has been exceptional in guiding us through the transfer of our assets into their care. Kim's dedication to ensuring we are comfortable with the process, our investments, and the long-term strategy has been truly reassuring. We feel confident and secure knowing our financial future is in good hands. We are very happy with our experience and would wholeheartedly recommend the Dala Group to any family or friends in need of wealth management and financial planning support.

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Reply from The Dala Group 2025.04.30

Thank You for the review, Chris. We are happy to hear that you are feeling confident and secure in your financial future.