Schutte Financial

I had a consultation with Dan just under a week ago; from the onset he has been professional, transparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfers have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been tremendously helpful to our young family. Too many advisors are only for high net-worth clients, and working with them would have ironically bankrupted us. Dan took a personal interest and provided us with excellent service at a fair rate. What's more, he's a consummate professional: he is constantly following up, and it feels like he cares about our financial success as much as we do. Work with Dan!

Dan Schutte has given me the peace of mind in knowing that my finances are now being managed by an experienced, professional financial advisor. It can be overwhelming and daunting not having a financial plan for your family and yourself, but Dan took the uncertainty out my future and gave me the direction I needed. Dan took the time to listen to my financial long-term goals and to get to know me. He is always quick to respond to communication while continuously being professional, courteous, and very knowledgeable. I honestly always thought that you had to have a significant amount of money to work with a financial advisor, but that’s not the case with Dan’s firm. He worked with me to set financial goals that I was comfortable with. I am so grateful to Dan for the direction he has given me in building my personal financial well-being and knowing that I am planning for my children’s future. I know that he is there working for me and has my family’s best interest at heart. I highly recommend Dan’s financial services with the utmost trust.

Dan has been such a valuable asset in our early investing career. My wife, Bethany, and I have always been quite risk-averse, but Dan was able to put those fears at ease and come up with a very diversified investing portfolio. He is always a text or phone call away if we ever need anything or have any concerns/questions. He is extremely knowledgeable, and we are at ease knowing he is our financial advisor moving forward.

Dan Schutte has been superb! I have been looking to invest for some time and Dan made it quick and easy. The level of confidence I had knowing his degree of experience and how much he cared about my personal situation gave me tremendous peace of mind. I cannot speak highly enough about Dan's accomplishments, and I wish him and his firm only the best moving forward. Investing with Dan would be one of the best decisions you could make with your future.

Dan Schutte is a breath of fresh air. In a world of being sold where trust can be a limited commodity, he was the opposite in every way. He genuinely cares about me and helping me achieve my financial goals. His expertise and attention to detail is unmatched. I could not more highly recommend working with Dan.

Dan has been nothing but helpful. He set up accounts that will meet my goals. He has helped me set goals and also has listened to what I wanted to do in the future. In addition, he gave me fincanial advice that has been very helpful. He is a rare find in the financial community. He will treat you with respect and be honest at every turn.