Blackwell Financial

5.0

159 reviews

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John

11/26/25

Recently, I transferred my retirement funds to Blackwell Financial, and I have been thoroughly impressed with their investment strategy and financial planning services. Lisa, Devonte, Christy, and Leighanne have exceeded my expectations with their friendly, professional customer service, personalized attention, and exceptional communication.
The transfer process was seamless, straightforward, and well-explained, which made setting up my account very easy.
Overall, my experience has been outstanding. I would highly recommend Blackwell Financial to anyone seeking financial planning or new investment opportunities. I look forward to continuing my financial journey with them.

Jon Wilson

Blackwell Financial Replied: John, thank you so much for taking the time to share such a thoughtful review! Lisa, Devonte, Christy, Leighanne, and our entire team truly appreciate your kind words. We’re so pleased to hear that your transition to Blackwell Financial was smooth, clearly explained, and that you felt supported every step of the way. Providing personalized attention, open communication, and a comfortable experience for our clients is at the heart of what we do. Thank you for placing your trust in our team. We’re... Read More

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Matthew

11/13/25

They were very helpful and very easy to work with. They were able to help me navigate my retirement funds and set me up into the right direction. I would highly recommend them to anyone.

Blackwell Financial Replied: Matthew, thank you so much for the kind words and recommendation! We’re glad to hear that our team made the process easy and helped you feel more confident navigating your retirement options. It’s important to us that our clients feel supported, informed, and comfortable every step of the way. We truly appreciate your trust in Blackwell Financial and are grateful for the opportunity to be part of your retirement journey!

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Richard

11/09/25

Great. Loving people who cares and take the time to explain and answer all your questions.

Blackwell Financial Replied: Thank you so much for your kind words! We’re thrilled to hear you had such a positive experience. Lisa and Devonte truly care about taking the time to listen, explain options clearly, and answer every question with patience. Your trust means a great deal to us, and we’re grateful for the opportunity to support you.

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Daniel

11/04/25

Lisa Blackwell has been consistently building our trust by her continuous efforts to find the best ways to secure our financial and investment needs over the years we’ve been working together. The comfort and confidence we enjoy about our financial future is largely attributable of her!

Blackwell Financial Replied: Daniel, thank you for such a thoughtful and meaningful review! Building lasting relationships based on trust, communication, and genuine care is incredibly important to Lisa and our entire team. It means so much to know that you’ve felt supported and confident throughout the years we’ve worked together. We’re truly grateful for the trust you’ve placed in Lisa and Blackwell Financial, and we look forward to continuing to serve you for many years to come!

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Bill

10/31/25

My interactions have always been positive. Information is clear, concise. and helpful.
A genuine please to do business with friendly people..:

Blackwell Financial Replied: Bill, thank you so much for your kind words! We’re glad to hear that your experiences with our team have consistently been positive and that you’ve found the information we provide clear and helpful. Building genuine relationships and making every interaction a pleasant one is very important to us. It’s truly a pleasure working with you, and we appreciate your trust in Blackwell Financial!

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Becky

10/23/25

I’m very happy with the employees and owner based on how they are truly interested in helping their clients to obtain quality products to achieve their financial goals. Everyone is friendly, personable and looking out for clients best interests without any hard selling.

Blackwell Financial Replied: Becky, thank you so much for your thoughtful review! We’re grateful to hear that you’ve felt genuinely cared for and comfortable working with our team. Taking the time to understand each client’s goals, provide helpful information, and create a friendly, no-pressure experience is very important to us. We truly appreciate your trust in Blackwell Financial and are thankful for the opportunity to work with you!

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Jake Mckenna

10/21/25

I have worked with several advisors in the past and of all of them.Lisa's been the one I have trusted the most.He's been helpful both for me and I actually have my son doing some stuff for her and I would recommend her for anybody

Blackwell Financial Replied: Thanks Jake! We appreciate your kind words and also having you as a client! YOU are why we are here; we love helping folks protect their hard-earned money.

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John Martell

10/08/25

Very good.

Blackwell Financial Replied: John, thank you for taking the time to leave us a review! We’re glad you’ve had a positive experience with our team and truly appreciate your trust in Blackwell Financial. We’re grateful for the opportunity to serve you!

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Karen

8/24/25

Feel confident that my money is in good hands. Blackwell Financial is always looking for the best option for transfers for better return on monies.

Blackwell Financial Replied: Karen, thank you so much for your kind review! Knowing that you feel confident and well cared for means a great deal to our team. We’re committed to taking the time to understand your goals, carefully review your options, and keep you informed along the way. We truly appreciate the trust you’ve placed in Blackwell Financial and are grateful for the opportunity to serve you!

Franco Theatre

8/12/25

Whether you are super-savvy or just a novice when it comes to financial planning, Blackwell Financial is the perfect choice. The staff is friendly and caring, and Lisa is extremely knowledgeable—partnering You with a plan that is tailored to your individual needs. ~Franco~

Blackwell Financial Replied: Thank you so much, Franco! We appreciate your trust in us and are so excited to have your family as clients.

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Janet

8/11/25

I love working with Blackwell Financial as they are very knowledgeable and kind.

Blackwell Financial Replied: Janet, thank you so much for your kind words! We love working with you as well. Providing knowledgeable guidance with genuine care and kindness is something our entire team values. We truly appreciate your trust in Blackwell Financial and are grateful to have you as part of our family!

mark jeffrey

7/31/25

After dealing with other financial consultants it became obvious Blackwell financial was clearly the best choice. If you want honesty and integrity at its highest level Lisa is your clear winner. Planning for retirement or other investments Blackwell has you covered and with personal consultation and market strategy that she Taylor’s to your needs and personality. If you want the security of knowing someone has your back, I promise you will not be disappointed with Blackwell financial.

Blackwell Financial Replied: Thank you so much for the awesome review! We are so happy to have you as a client. We appreciate you so very much and so happy to be able to help you with your retirement! Welcome to our Blackwell Financial Family!

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Marvin Wade

7/25/25

I highly recommend Lisa if you desire to protect your retirement savings.

Blackwell Financial Replied: Marvin, thank you so much for your recommendation and for placing your trust in Lisa and our team! Helping our clients understand their options and make informed decisions as they plan for retirement is at the heart of what we do. We truly appreciate your confidence in Blackwell Financial and are grateful for the opportunity to serve you!

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Debbie

7/22/25

Lisa Blackwell is friendly and knowledgeable. It was a very pleasant experience.

Blackwell Financial Replied: Debbie, thank you so much for your kind words! We’re delighted to hear that you had such a pleasant experience working with Lisa. Creating a friendly, welcoming environment while providing knowledgeable guidance is very important to us. We truly appreciate your trust in Blackwell Financial and look forward to serving you again!

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Anne

7/14/25

Lisa Blackwell is very informed, helpful, patient and reliable. She goes the extra mile. I would recommend her highly.

Blackwell Financial Replied: Anne, thank you so much for your thoughtful review and recommendation! Your kind words about Lisa mean a great deal to all of us. Taking the time to listen, answer questions, and go the extra mile for our clients is something we truly value. We’re grateful for your trust in Lisa and Blackwell Financial and appreciate the opportunity to work with you!

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Inez

6/13/25

Lisa is friendly and trustworthy along with a depth of knowledge that helped me select the annuity that would best serve me.

Blackwell Financial Replied: Inez, thank you so much for your thoughtful review! Your kind words about Lisa mean a great deal to us. We’re glad you felt comfortable, informed, and supported as you explored your options and made a decision that fit your needs. We truly appreciate the trust you’ve placed in Lisa and Blackwell Financial and are grateful for the opportunity to serve you!

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Connie & Don

6/01/25

I love Blackwell Financial because Christi & Lisa are so professional, knowledgeable & pleasant! I would highly recommend them to anyone!

Blackwell Financial Replied: Connie & Don, thank you so much for your wonderful review and recommendation! Your kind words about Christy and Lisa mean so much to us. We’re grateful to hear that their professionalism, knowledge, and friendly approach have made your experience with Blackwell Financial such a positive one. Thank you for your trust and support—we truly appreciate the opportunity to work with you both!

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Margie

5/31/25

I've enjoyed working with Blackwell Financial. Lisa is knowledgeable, friendly, down to earth, and not pushy at all. She was very thorough, timely with responses, and professionally authentic. Her staff is equally professional. The product is great and perfect for what I needed. Her seminars are informative and have some really good food. I recommend you check her out.

Blackwell Financial Replied: Margie, thank you so much for such a thoughtful review! We’re thrilled to hear that you’ve enjoyed working with Lisa and our team and that you’ve felt informed, comfortable, and never pressured throughout the process. Being thorough, responsive, and genuinely focused on each client’s individual needs is incredibly important to us. We’re also glad you’ve enjoyed our seminars—and the good food that comes along with them! Thank you for your trust, your recommendation, and for being part of the Blackwell... Read More

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Adriane

5/22/25

She is very personable and great to work with!

Blackwell Financial Replied: Thank you so much for your nice compliments! We really appreciate having you for a client!

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Chris

5/20/25

I’ve been working with Blackwell Financial for a number of years and I’m very happy with the results. If you’re looking for investment opportunities I highly recommend you give them a look.

Blackwell Financial Replied: Chris, thank you so much for your continued trust and support over the years! Building long-term relationships with our clients means a great deal to us, and we’re grateful that you’ve chosen Blackwell Financial to be part of your financial journey. Your recommendation is one of the greatest compliments we can receive. We truly appreciate the opportunity to continue working with you for many years to come!

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Don

5/13/25

Always helpful to explain and answer questions even the stupid ones !

Blackwell Financial Replied: Don, thank you for the great review! And we have to disagree—there are no stupid questions! We’re always happy to take the time to explain things, answer whatever comes up, and make sure you feel comfortable and informed. We truly appreciate your trust in Blackwell Financial and always enjoy working with you!

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Diana

4/04/25

I love Lisa and Chrissy, they are very great to work with.

Blackwell Financial Replied: Diana, thank you so much for your sweet review! Lisa and Christy will be so happy to hear your kind words. We’re thrilled that you’ve enjoyed working with them and have had such a positive experience with our team. We love working with you too and truly appreciate your trust in Blackwell Financial!

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Bob

4/03/25

So far so good I love the way you do Business thanks so much. Ma God continue to bless you.

Blackwell Financial Replied: Bob, thank you so much for your kind words! We’re so glad you’ve had a positive experience with the way we do business and truly appreciate the trust you’ve placed in our team. Your support and thoughtful blessing mean a great deal to all of us. May God bless you as well, and thank you for being part of the Blackwell Financial family!

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Bill

3/13/25

Good

Blackwell Financial Replied: Bill, thank you for taking the time to leave us a review! We’re glad you’ve had a positive experience with Blackwell Financial. We truly appreciate your trust and the opportunity to serve you!

3/09/25

Awesome customer service, making retirement simple. They help protect your Retirement!

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Gershon

2/27/25

Very good for sure!

Blackwell Financial Replied: Gershon, thank you so much for the kind review! We’re glad you’ve had a positive experience with Blackwell Financial. We truly appreciate your trust and support and are grateful for the opportunity to serve you!

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Michelle

2/07/25

I love Blackwell Financial because Lisa takes the time to see that the products you are interested in are a good fit for you.

Blackwell Financial Replied: Michelle, thank you so much for your kind review! Taking the time to understand each client’s individual needs, goals, and concerns is very important to Lisa and our entire team. We want our clients to feel informed and comfortable as they consider their options. We truly appreciate your trust in Lisa and Blackwell Financial and are grateful for the opportunity to work with you!

Matt Mathew

2/07/25

Matt suggests you use Blackwell Financial

Blackwell Financial Replied: Thanks Matt! So happy to have you!

Rose Croft

2/06/25

As a retired licensed investor my husband and I trust Lisa to take care of our investments. She is knowledgeable and writes for investment companies I trust. I have also referred friends and former clients to Lisa. Lisa is professional and keeps up to date with current trends in the market. She is also very dear friend.

Blackwell Financial Replied: Thank you Rosie for your amazing 5-star review! It truly means the world to us that you chose Blackwell Financial to help with your families investment needs. We love referrals from our clients, we are here to help you and your friends and family.

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solo willie

2/05/25

Lisa is the BEST !!! She greets me with a smile and very pleasant personality. Our conversation activates her selection of choices for my best financial outcome. Her caring for me does not stop with our office visit, she reaches out as new or improved investment opportunities become available. Lisa truly is a lifelong partner.

Blackwell Financial Replied: Thank you so much for such a heartfelt review! Your kind words about Lisa mean more than you know. She truly values getting to know each client personally, listening to what matters most to them, and staying connected as their needs and circumstances evolve. Knowing that you view Lisa as a trusted, long-term partner is an incredible compliment. We’re so grateful for your confidence in Lisa and Blackwell Financial and appreciate the opportunity to continue serving you for years to come!

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