By Bryant Jarrell on July 10, 2026 Verified by Google

Great Experience thus far with these guys getting me into a strategy and actively managing my investments that were otherwise stuck in lifecycle funds. It is not JUST that they win bigger than you can win going it on your own when the market is up, its that you lose less when things are NOT going well. James R has taken great care of me, is very responsive to my inquiries, and proactively stays on top of me for quarterly reviews and happy to do more if requested. Add in all the other extras you get access to using them and its hard to see there being a much better option out there.

By Steve Efken on June 21, 2026 Verified by Google

Rutledge and his team have done an outstanding job taking care of me before and after retirement. My nest egg continues to grow bigger even with monthly withdrawals.
My wife and I couldn’t be happier!

By Diane Dickinson on April 17, 2026 Verified by Google

We have been with Rutledge Gordon at Allworth for many years now. He has been especially helpful the last few months as retirement for my husband became a reality in Nov. 2025. All the retirement saving consulting meetings, financial advice, estate planning advice and investment advising came to be after many years and trusting Rutledge and Allworth. We were never rushed in any meetings, we have always been called back in a timely manner and never have we been made to feel that our concerns weren't valid. After being with Rutledge for so many years now, we feel like he is not just our financial advisor but a huge part of our family. We feel truly blessed to have had him in our journey through many financial ups and downs we all experience, but I can truly say his "stay the course" approach when I had my doubts was worth it. I highly recommend his colleague Anthony as well. A HUGE thank you Rutledge, Anthony and Allworth...We are in a great place financially for retirement now.

By Tony on March 11, 2026 Verified by Google

I cannot recommend Alyse at Allworth Financial highly enough! From our very first meeting, she made me feel like my financial future is in truly capable hands. She took the time to understand my goals and crafted a retirement and financial plan that is tailored specifically to my situation, not a one-size-fits-all approach.
What sets Alyse apart is her ability to break down complex financial concepts into clear, actionable steps. I always leave our meetings feeling informed and confident, never overwhelmed. She is professional, responsive, and genuinely invested in helping her clients succeed.
If you’re looking for someone to help you plan for retirement and help you take control of your financial future, look no further than Alyse at Allworth Financial. She is an absolute gem and I’m so grateful to have her in my corner!

By Patrick Danis on February 25, 2026 Verified by Google

Made an appointment to go over a financial plan for retirement with many questions on Roth conversions. Met with Anthony and Michael who were both extremely helpful in answering our questions and concerns. My wife was very pleased with their professionalism and courtesy. They clarified some provisions I didn’t understand fully and were able to provide some guidance on other aspects of of my plan. A+