“Melanie provides an excellent level of customer service in financial planning, but most importantly to me, has high ethics, is trustworthy and a great communicator. I highly recommend Melanie to all my friends and family who are looking for a financial planner. Regardless of your income or the current state of your financial affairs, Melanie will work with you to create a secure future.”

“We were anxious at first looking for a new financial advisor, but when we met Melanie Wade, we were immediately reassured. Melanie met with us and right away we were impressed with her thoroughness, prompt attention to the necessary paperwork, timely responses to our questions, and her personable effective communication.”

“Melanie has offered up guidance in our finances the past couple years. She has helped us budget, invest, and get the proper insurance we need. We trust that her advice is always in our best interest. We appreciate her flexibility in meeting times to accommodate our busy schedule.”

“Regular check ups. It's easy to understand her. And my money is growing...”

“She is always professional and takes care of my family's financial needs. She focuses on providing guidance and financial products that are targeted to our specific needs, and she communicates with us on a regular basis. She is excellent at assisting me in balancing my budget and maximizing my savings.”

“She is personable, passionate about sharing her knowledge and experience, and has a genuine interest in achieving the best results. Her professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend her services.“

“We have been working with Melanie for about a year. She’s always very quick to respond and gives advice based on our goals. Any changes we wanted to do have been seamless and straightforward. I would recommend working with Melanie to my friends and family.”

“Melanie has been easy to work with and takes the time to do reviews as markets and circumstances change. She proactively reaches out to advise on deadlines and changes to tax code changes. A pleasure to work with.”

“Melanie Wade has been looking after my portfolio since 2020 and I have been very happy with all aspects of our working relationship and what she has done in that time to put an investment plan in place that will see me through. She is diligent, proactive and thinks outside the box. Any questions I have are responded to thoroughly. Melanie is professional and has a lovely manner and I look forward to continuing with her for many years to come.”