Tucson, AZ

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

I was hesitant to roll my 401-k account to a self directed IRA. My returns were “OK”, but not great. Even with an online investment advice service available to me, I didn’t feel an automated service could really know me, as an individual. I finally decided to transfer my 401-k account to Mission Wealth after “interviewing” MW and one other organization and I’m sorry I waited so long to do so. I am fortunate to have Jeremy Ragar as my advisor and I’m more than pleased with his expertise, professionalism, and his responsiveness via email or phone. I am confident that I made the right decision. For me, I know that managing my portfolio is not something I have the time nor the expertise to do on my own and I trust MW, as a fiduciary who understands my priorities and risk tolerance, to make those recommendations.