Abundo Wealth Claim this business

Joseph Kilburnon Google

5 months ago

Outstanding firm to work with so far! Very detailed and my CFP Lynn Anderson is awesome. She takes the time necessary to go over every detail with multiple scenarios and outcomes. If your looking for an honest and affordable firm to work with, look no further, Abundo has it wrapped up. Trust me, as I have interviewed over 13 firms and even worked for a short while with a very reputable percent of AUM firm. No firm comes close to Abundo that I have come across.

Jenelleon Google

a year ago

Working with Abundo Wealth, and especially my advisor Jeremy Zuke, has been the best decision I've made for my financial well-being. From the very beginning, Jeremy has been a steady, thoughtful, and supportive presence. His advice is grounded, reasonable, and tailored to my goals. I genuinely look forward to our conversations. One of the biggest changes since starting with Abundo is the mental freedom I now feel. I spend so much less time worrying about money, if I will ever have enough, or if I am invested in the "right" things. This freedom from worry has allowed me to focus more on the things that really matter in life. The pricing structure at Abundo is refreshingly transparent and reasonable. There are no hidden fees or confusing commissions. I also really value the flexibility to reach out to Jeremy whenever I need advice. That kind of accessibility and responsiveness is rare, and I don’t take it for granted. Truly, my only regret is not starting with Abundo and Jeremy years earlier. If I had, I would have had so much less worry and I would be wealthier today.

Darcy Maukeon Google

a year ago

I have had an excellent experience working with my Abundo financial advisor Jeremy. I would highly recommend Abundo (and Jeremy, specifically) to anyone looking to get their financial affairs in order! He has helped our family make meaningful changes, has helped me shift my money mindset, and has put my mind at ease that we’re making the right financial decisions for our family. His non-judgmental and friendly approach makes him so easy to work with. I used to dread looking at my finances…Jeremy gives me confidence in doing so and dare I say it, even makes it a little fun. He is a trusted advisor and a total pro!

J&Kon Google

a year ago

Cannot recommend Abundo enough! We searched and interviewed widely to find the right financial advisor that aligned with our values and Jeremy + Abundo’s advice only model and price stood out. Not only is our advisor Jeremy extremely knowledgeable, he also met us where we were at, first timers seeking guidance in a unique situation. Our experience has positively upended how we view our finances and even after a few months, we feel very confident about our path. We genuinely enjoy and look forward to our monthly meetings, which we always end with new insight.

Barb O'Neillon Google

a year ago

Really can't say enough about Abundo! I've met with the founder, Eric, Sarah is my financial advisor, and Rikki did my intake. They all have been wonderful. I've already learned SO much on everything from their "simple but elegant" Abundo 3 Fund Portfolio system to Sarah advising me on my decision to sell my house and much more. I've been blown away by the amount of time she spends with me...and with their advising it looks like I can feel comfortable retiring early! Plus, the Right Capital software they give you access to is super fun and smart and enables me to run different scenarios to see my probably success for achieving my financial and retirement goals. Don't hesitate. Give them a go!