Our experience with Blackwell Financial was positive from the very first meeting at the dinner. Lisa is such an outgoing, informative, and personal representative, she makes the “retirement and numbers” maze less fearful and way more understandable. I had a retirement fund that was sitting in a 403(c) fund, making…well, practically nothing, and she helped me get that moved to a high-yield, 5-year fund that will garner a substantial rate of return and not be hit if and when a volatile market occurs. Lisa is great to work with and is always looking out for her client’s best interest. Give her a call, sit down and talk with her…you’ve got nothing to lose, and I know you’ll be pleased.
Blackwell Financial Replied:
Sheryl, thank you so much for taking the time to share such a thoughtful review! We’re delighted that your experience with Blackwell Financial has been positive from that very first dinner. Lisa is passionate about making retirement planning and financial decisions easier to understand, and it means so much to know that her personal, informative approach helped you feel more comfortable and confident along the way. We truly appreciate your trust, your kind recommendation, and the opportunity to be part... Read More