Ross & Mary Hunt, Inc in Murrieta

Review №1

2024-04-09 03:39:03

I have worked with Ross and Mary Hunt on my financial planning for almost a decade. They make a good team as Ross provides the financial advice and Mary handles the many forms and details of setting up and monitoring accounts. They are very responsive to my questions (I have many!) and provide quick and efficient replies. They have helped me to connect with other tax and estate planning professionals in the area to make sure I have prepared for my present and future financial obligations and well-being. They recognize that sound financial advice can be provided, but that emotional decisions sometimes come into play and they respect my decisions when it comes to risk and security for my future. Ross also attended my pension workshop with me, provided by the state teachers retirement program, so we could better understand together how to prepare for my retirement years. I appreciated that very much. I also value the use of the e-money platform which gives me a dashboard view of my financial situation at any given moment.

Review №2

2023-05-19 14:53:28

I have been working with Ross and Mary Hunt for over 20 years. They have provided guidance in the areas of investing, financial planning, preparation for retirement and estate planning. Over this time they demonstrated excellent knowledge in their field and are extremely attentive to detail. Ross and Mary were also very sensitive to our risk tolerance when recommending investments.I highly recommend them to anyone seeking financial planning services.

Review №3

2023-05-09 22:23:00

I have been a client of Ross & Mary for over seven years. It has been a pleasure to work with them.Prior to consulting them, our several retirement investments were a patchwork of accounts made up of savings and employee retirement plans developed during years of a two income, multi-employer family. As retirement drew near, it became necessary to get everything coordinated in order to maximize opportunities.We became very comfortable with Ross & Mary providing advice and direction right from the beginning. Their pleasant and positive personalities enhanced our confidence in the excellent information and planning advice laid out in easy to understand terms. Their suggestions for consolidating some accounts and moving some weaker plans into more robust ones were both simplifying and financially beneficial.From time to time it has been necessary to make withdrawals for household renovations, vacations, etc. and they have advised on the best accounts to use to minimize impact on my portfolio. Response to questions has always been quick. They make themselves available by text, phone, video, and in person.I gladly endorse Ross & Mary Hunt for investment planning and advice.

Review №4

2023-06-04 11:02:03

My wife and I have been a client of Ross and Mary for over 15 years. Just a few years before we met Ross & Mary I had retired. In 2008 after financial & real-estate markets had collapsed, we were devastated. Ross, being an independent advisor, put together a plan that to this day is still working. It is our belief that the Lord placed Ross & Mary in our path, and to Him, Ross and Mary we are so grateful.

Review №5

2024-03-01 13:58:11

For the last 30 years Ross and Mary have taken care of my financial guidance and investments well! Between IRAs, savings and an annuity, they have my wife and I on a good path for retirement and I thank them for all that. Communications with Mary and Ross are great too! I recommend RMH Advisors!

Review №6

2023-05-27 08:05:25

Ive known Ross for over 40 years and have been a client for 30 years. In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated. I emphatically recommend them!

Review №7

2024-04-26 07:09:46

Thank you for your words of encouragement and wisdom. Be blessed.