"I truly believe that Jeremy has my best interest in mind and I would not be as financially successful as I am today without his advice, counsel and listening ear that he has provided over the years to me and my family."
"The strongest indication of my confidence and trust in Jeremy is that I have connected both of my sons with Jeremy as clients."
"Jeremy is not only very good at what he does, but he is also a caring and empathetic man with a lot of integrity in everything he does. He is trustworthy, loyal, and has built a great team of excellent professionals to work with. I can highly recommend him!"
"They have been our advisor for over twenty years. They are honest, trustworthy and responsive. They initially started with financial planning, moved to retirement planning and facilitating will and special needs trusts. The well-credentialed support staff maintains... Read More
“Matt is extremely honest, kind, hard-working, friendly, and professional."
"Jenny, and the whole team, provide a comfort level to our finances, that in a nutshell, we don't worry about it!! We know that our money is being managed as if were Jenny's money!!!"
"I trust Jeremy and that he has my best interests in mind. He’s also knowledgeable about the market and has a good team around him."
"Matt is thoughtful, reassuring, and answers questions clearly. He has helped me think about med student loans. As I have been in training helped adjust finances for that and for income to change in future."
"Matt optimized my company’s retirement plan. He tailored my retirement plan to my personal risk and goals. I’ve had a great experience working with Matt."
"We have worked with Jeremy for many years, he has been excellent in every way. Good listener, eager to assist, brainstorm solutions together, always available to advise. There is no one else we would wish to work with."
"Matt works diligently to stay abreast of topics in his field. He is quick to respond, a great listener, and truly feels like a cheerleader and coach in our corner. I am more confident about our assets and retirement than I have ever been, all because of Matt."
"The thing that I do share with friends and family about Jeremy Hutzel is that I trust him. I have worked with and entrusted Jeremy with my assets for over 20 years and can honestly say he has earned the trust I place in him."
"Matt spent time understanding our position and goals. He also helped manage the plan through a career change. I have been very satisfied; Matt is definitely working in our best interests."
"Jeremy tailored our plan based on our retirement goals and current college expenses. We’ve been clients for over 15 years. Jeremy is good at explaining things we don’t know about, and guiding us in making financial decisions. Plus, he’s a really nice guy!"
"I feel confident and reassured that they have carefully and wisely managed my assets through the years. Jeremy Hutzel and his team have implemented the appropriate investment strategy necessary to increase and sustain my wealth in the long term. I also... Read More
"Jenny is a very approachable and relatable advisor that helps educate and guide you through opportunities and support for financial health/wealth. I feel she is an extension of my family and makes me feel incredibly comfortable sharing confidential and personal... Read More
"I've known Matt for over 10 years as we started out as friends. I tried investing on my own, but did not have the time to devote to it. Matt was an easy choice of financial advisor for me as I trust him not only on a personal level but also on a professional one. He understands... Read More
"Jenny is available when I need her. I trust her implicitly, and have shared many personal details I would not share with but very few people. She never passes judgment, just seeks a solution."
"Our advisor has assisted us in understanding the benefits offered from our employer such as deferred compensation plans and stock offerings and how those fit into the overall portfolio even though those benefits are not directly managed by our advisor."
"I always look for a true partner that is interested in helping us reach our long terms goals in all aspects - investment, estate, taxes etc. Jeremy and his team have been that partner since day one and have helped us reach new levels from a net worth... Read More
"Jeremy works hard to meet your financial goals for you to be successful at life. Jeremy creates a capable portfolio based on deep analysis of the markets current and past directions using all resources available to him to double, triple and quadruple... Read More
"We have partnered with Seven Springs Wealth Group for 19 years. During that time, they have helped us navigate college expenses for our kids, estate planning, charitable giving tax shelters, and investments preparing us prior to, and after, retirement. We are now enjoying... Read More
"Jenny is an excellent communicator, very knowledgeable, very thorough, open and honest, listens to our questions and answers in a way we can understand, very patient, very easy-going personality who can relate to her clients rather than just being a numbers person... Read More
"Matt is a very good listener and he explains things we do not understand clearly. He does not sway us towards a certain decision but allows us to see the pros and cons of each option available. He is very proactive in following through with plans and we’ve never felt any... Read More
"Our advisor understands our company policies and requirements of an executive. As we have changed our companies, our advisor also changed our investment strategy and retirement strategy to align with my role as an executive at a large corporation."
"The advisor, when I was active, worked with me to develop an after-career retirement plan. My earnings when retired was considerably less than my working income and a plan to help us live comfortably with a reduced income level. Also, insurance needs and Long-Term... Read More
"Advisor is very trustworthy, not making decision based on his interests but in the clients interests always… also long term oriented for the relationship. 100% trust in professional acumen AND ethics."
"Jenny is extremely personable, so knowledgeable, and thoughtful. She makes us feel like we’re the only clients she has when we’re there. Jenny gives 110% to every aspect of her profession."
"What can I say? Jeremy and his team are the main reason that we have met all of our financial goals. Jermey & his team provide a holistic approach to their advice and planning. They are not just a broker, but a complete trusted advisor."
“Knowledgeable, available, effective, comprehensive, caring.”
"Jenny is always there when I need her, always responsive & helpful. She’s a great person as well as great advisor."
"Our advisor has a broad understanding of not only investments, but also many areas someone needs to prepare for their future and goals. I see them as Financial advisors that act like a Family Office."
"Jeremy and his team are very good at communicating their strategies and customizing our investments and financial planning to our preferences while offering recommendations on how to improve and refine over time."
"I trust everyone at Seven Springs and sleep well at night without fear of market swings, they have a good plan and execute it daily. Seven Springs tailors there advise to every client based on a very in-depth Q&A assessment of financial knowledge, risk acceptance, and... Read More
"I have been with Jeremy and the team for over ten years. Not only are they highly skilled financial planners, they make you feel like you are the only client they have. It’s rare to find that combination of technical expertise and personal relationship skills. I have total trust... Read More
“Not only do I value the high level of professional expertise demonstrated by my advisor, but I truly appreciate the personal qualities that enable her to connect so well with me and my family -- her sincerity, candor, warmth, attentiveness, empathy... Read More
"Our family is very pleased with our experience and fully trust the Seven Springs team to keep our best interests in mind and staying on top of what needs to be done to accomplish our goals."
"My advisor provides personalized, trustworthy advice tailored to our specific financial goals, ensuring sound financial planning and peace of mind for the future."
The testimonials displayed on this website were provided by our current clients, who have given their written consent for their testimonials to be displayed. We reached out to all clients of Seven Springs Wealth Group via email to request testimonials, although not all clients provided one. It’s important to note that the testimonial parties have not received any compensation or direct/indirect benefit for their testimonials. The services and performance described may not represent the experiences of every testimonial party. No testimonial, ranking, or recognition should be interpreted as a current or past endorsement of Seven Springs Wealth Group by any of its clients. Seven Springs Wealth Group, LLC is an SEC Registered Investment Advisor.
