Hear From Clients Who Have Stood Where You're Standing
The people below have sat exactly where you might be sitting now, with lots of questions and a pile of decisions. This is what working with Meritage has been like, told by those who lived it.
Read What It's Like To Have Us In Your Corner
Some found us years before retirement, and others came to us still reeling from a loss. Each one shares what it felt like to have someone beside them for the big decisions.
"Our experience working with Laryssa has been incredibly positive and rewarding. From both a financial perspective and peace of mind. For the past 23 plus years we have had the pleasure and privilege of working with Laryssa. She has guided us to achieve our financial goals with smart, timely, leading edge advice always balancing immediate needs and long term goals.
Laryssa is the consummate CFP professional providing a comprehensive set of wealth management services from which we have benefited. She is very easy to work with and provides clear, concise, easily understood advice, communications and pragmatic solutions. She has always responded quickly when we reached out making us feel comfortable and relaxed.
We feel valued by Laryssa and have the utmost trust and confidence in her abilities and integrity. She has taken the time to get to know us as individuals and as family which has enabled her to anticipate our needs, challenges and adjust accordingly. We highly recommend Laryssa as she will faithfully work with you in her fiduciary role to attain your wealth goals. We look forward to continuing to work with you Laryssa and thank you for all you have done."
"I have been with Laryssa for quite a few years. She is professional, personable, competent, and extremely thorough.
She is a pleasure to work with. I have full confidence in having her as my financial advisor."
"Laryssa is the reason I was able to retire at 59, and do so comfortably. She is incredibly knowledgeable and works very closely with my accountant and attorney.
Honestly, I don’t know where I’d be without her. She’s one of the best choices I’ve ever made."
"As a second generation investor, I have trusted Laryssa's advice and money management for nearly 20 years.
Laryssa is kind, friendly, and easy to work with. She gets to know her clients through frequent personal communication and truly cares about their overall well-being and financial needs/goals. Laryssa is experienced, skilled, knowledgeable, and stays on top of the ever-changing financial world as it pertains to my needs. She has earned 100% of my trust.
Because of her, my husband and I will be well-prepared for the our kids' college years, and retirement beyond that. I highly recommend Laryssa Freeman."
"After working with Laryssa Freeman, our whole family has put our trust in her.
Over the many decades, she has never disappointed us. She has always been easy to work with and has been a trusted leader to safely keep our financial security intact. She reaches out to us frequently to keep us informed.
Her organization and attention to detail leaves us in awe."
"It has been my pleasure to be working with Laryssa for 25 years. She is very well educated in the field, listens to what is important to me and guides me in ways to better my portfolio.
She is professional, honest, trustworthy and transparent. Laryssa has always and continues to treat me as a priority not just a client. She has an open door policy as far as communication and returns emails and phone calls if not the same day, the next. I can call her with any concern and she is willing to walk through it with me until I'm comfortable. She takes a special interest in making sure the needs for my future are in alignment with my financial plan.
She has very high standards and work ethics and I look forward to working with her for years to come.
Thank you Laryssa for all your hard work."
"My wife and I would like to share our twenty plus years of success with Laryssa Freeman, (Meritage Wealth Management) as our financial advisor.
She has provided us with financial stability thru the markets up and downs. This is what any retiree should be looking for. You stay in the market for the long haul and let Laryssa Freeman guide you through with her expert advice. Smart planning and controlled spending for her clients is what she has done for us.
Our portfolio still looks great! Thank You so much Laryssa!"
*The views expressed are individual to each client and may not be representative of the experience of other clients. View all client reviews on our Wealthtender Profile Page.