WG Financial Group

These are the qualities I was looking for in a financial advisor and I'm happy to say I found all of them in Cris Wallace, WG Financial Group, Inc Knowledge - He has an encyclopedic knowledge of the products he represents Attentiveness - He is always prompt in answering your email or phone call and has a genuine interest in his clients He becomes a friend as well as a financial advisor and cares about you and the important decisions you are making for your future Your well being is always first and foremost Ability to Teach/Good Communicator - He pays attention to details and will patiently answer any questions you have No question seems to be too trivial You end up learning by interactiving with him because he explains in layman's terms Being Proactive - If he hears about a new investment vehicle, he will contact you and keep you updated Understands your goals and risk tolerance - He listens and then measures your risk tolerance First, understanding what your goals are and then giving sound advice when he knows of a good fit or a better alternative He makes you feel comfortable in investing by asking you a lot of questions so he has the ability to see your lifes big picture In working with Cris, I find him friendly, committed, honest, a wonderful family man, pleasant, professional and mentally sharp with impeccable morals I trust him without reservation

For anyone considering doing business with WGFinanical Group I would like to let you know what a positive and informed experience we have had with them involving my parents' complicated estate planning issues Cris W [redacted] has been there 100% in answering any questions we have had (there have been many), referring us for legal advice when necessary and generously working with the attorney to ensure the best possible outcome for all He is extremely knowledgeable in life insurance and estate planning issues- always looking at the big picture to ensure you have the best possible outcome We couldn't be more satisfied with our experience and most highly recommend his services

I would like to let anyone interested in doing business with WG Financial Group know how very pleased my husband and I have been with all aspects of the financial planning and life insurance reviews they have provided for us [redacted] is extremely knowledgeable in looking at your existing policy and determining whether your coverage is sufficient and right for your family- he expertly guided us to better coverage at a lower premium He and Trevor Batt have also been fabulous in helping guide us in our longterm financial goal planning, explaining everything along the way- always with OUR best interests at heart This is a company that honors a true fiduciary commitment to their clients!! Make your appointment, come with your questions and you will be so glad you did Take the time to invest in your future!

In our search for the right advisor to assist us in selecting a retirement annuity product, we found that [redacted] at WG was a breath of fresh air We spent quite a bit of time speaking with other advisors, who were anxious to tell us what the best product was as opposed to equipping us to make that decision; and seemed equally or more concerned with creating an income flow for their firmIn contrast, [redacted] was low key and accommodating, as well as being knowledgable and informative It was clear to us at our first meeting that ***' goal was to first make sure he understood our objectives so that he could confirm that an annuity was the right way to go; to patiently educate us regarding various annuity products out there so that we were equipped to evaluate the products on our own; and then give his advice regarding the best product for our needs We could have purchased the same product through another advisor, but knowing that we would continue to need guidance made the decision to do so with [redacted] an easy one

WG Finacial is an organization that is truly professional,thorough and courteousThis is no doubt due to the attitude and approach of Cris W [redacted] ,their leaderCris is an exceptional personHe visited our home on several occasions and explained, in depth, many annuity options that fit our needsHe never once exhibited any sales pressureHe answered every question ( I had close to 100) with clarity and detail, without any mumbo/jumbo that is typical of so many sales peopleHis extensive knowledge of the annuity business is greatly appreciatedWe salute Cris and his staff for an outstanding job on our behalfWe definitely recommend WG Financial to anyone who is interested

We visited an average of six financial planners over yearsOne mission was to have annuities explained to usAnother, was to determine sound retirement planning My significant other has a keen mathematical mind who can repeat back to you math examples of a year ago, so to speakONLY Cris W [redacted] explained things coherently to the point of complete understanding, by both of usThe others were clear as mud Another bad experience with interviewing other planners...was a large well known firm, and the planners wife interrupted the meeting to complain he was overdrawn...again - on the checking account THAT'S when we finally met Cris and determined his integrity, his clear way of explaining things to us , the tools he has to share with us, and his follow ups- met our criteria as someone we wanted to work with He has been wonderful

I have been working with WG Financial Group for the last two and a half months and they have been greatI was looking for a financial planner that would work with us to create a predictable and reliable financial plan for our retirementA plan that could be tracked and monitored to make sure we were meeting our retirement goals with time to correct the course if we weren'tI was also looking for a planner to help me determine if our retirement goals were realistic based on our current financial situation WG Financial Group did all this and moreI was very impressed with the attention to detail provided by Cris Wallace and Trevor BattThey meet with us several times both in person and via web conferences and they put together an integrated plan that really helped my wife and I understand our current situation and build a plan to help us realize our retirement goals with a very high probability for successI look forward to working with WG Financial Group into the future to help us build a retirement income stream that will allow us to enjoy our golden years I would recommend WG Financial Group to anyone looking for a financial advisor that will look at the entire financial landscape (both market based and insurance based) to build an integrated plan to help you meet your retirement goals!

The team at WG Financial Group has done a great job putting together a comprehensive, customized investment plan that takes into consideration my unique situation and specific needs Not only have they done a great job setting up the plan, but also they keep me informed and up-to-date on projected and actual performance Their communication throughout all phase of the process - plan, implementation, and maintenance - has been terrific They meet with us several times a year, in person, web conferences, and audio web mail They want to make sure that my wife and I really understand It's clear that they really care about building relationships and ensuring my needs, and the needs of my family, are met and exceeded I would recommend WG Financial Group to anyone looking for a financial adviser that will look at the entire financial landscape (both market based and insurance based) to meet an integrated plan to help you meet your retirement goals