Testimonials

"After an unfortunate experience with our previous financial advisor, we were skeptical. But Laura and her team unfailingly deliver on their promise. They have shown a sincere interest in getting to know us and understand our priorities. They have provided ongoing monitoring of our situation and directed strategies to respond to changing circumstances. Thoughtful recommendations for managing our finances come through regular opportunities to meet with them face to face. As plans are executed, we find they reliably communicate with us. We also appreciate the many ways they keep us informed about the financial environment on a macro level and the impact it might have on us."

"Laura Kuntz and her Laurel Wealth Planning team have made all the difference in my senior years!  I was a retiree with what felt like a reasonably secure financial future - if stewarded well.  Laura has listened and guided me well for 25 years to a level of financial security for myself and families - and for charitable giving far beyond my wildest dreams.  I am so pleased that my modest resources are making a difference in education and health care for families in Guatemala,  for students in higher education who are investing in the human condition worldwide,  and for church and local support systems that focus on women and children.  My sense of well-being into the future is greatly enhanced because of the thoughtful consideration, integrity and support I feel from LWP."

"Laura, Jesse and “our" Laurel Wealth Team,

We want to take a moment to recognize you and your team for the expertise and dedication you’ve brought to our financial well-being over the past 10 years. Your professionalism, integrity and insight have had a very meaningful impact on our lives.  We truly appreciate everything you do."

"We started working with Laura almost 25 years ago.  Laura and her wonderful staff are not only invested in our financial situation, but they care deeply about our individual stories, as well.  Communication with clients is key to a long lasting relationship and the folks at Laurel Wealth are continually updating us on the market, strategies, and outlooks.  They also make themselves readily available for any questions or concerns when they arise.  You get the whole package with this firm and we are so grateful for all that they have done for us!"

"In the 18-plus years that I have been a client with Laurel Wealth Planning, I have grown to appreciate the hard work and dedication Laura Kuntz and her staff have provided. 

  They navigated me through my limited knowledge of financial planning and investing. They were patient and kind, as well as thoroughly professional. As the years have gone by, I have learned so much and am grateful for their diligence in managing my portfolio. They listen carefully to what your goals are and tailor their knowledge to your needs. 

  My funds weathered a divorce, the 2008 recession, and Covid, due to the guidance and expertise of Laurel Wealth Planning. I am confident that I can retire comfortably.  

Mallory Kretman has gone above and beyond in her efforts to help me gain financial security. She is at the ready with answers to any questions and is reliably prompt in helping to resolve any issues. I have grown to trust her instincts and knowledge implicitly.  

As the years have passed and I have witnessed other firms failures to manage their clients, I am so grateful for having such a top notch team guiding my financial future."

"When I went through my divorce after 30 years of marriage, I had never done the finances for my family. My husband was a financial planner and did everything. I was terrified and didn’t know where to turn.

My lawyer had seen Laura Kuntz testify in court and was very impressed with her ability and professionalism. He suggested I call her. She had a wonderful way of walking me through everything and making my finances easier to understand.  

Shortly after I became a client of Laura’s, Mallory was hired as office personnel, and she worked with me on different issues. She was wonderful, cheerful, and so professional to work with. Soon, Laura encouraged Mallory to begin working towards her financial planning career. She is extremely smart and extremely hardworking. It was seamless how she worked with Laura and I and finally took over my portfolio. Working with Mallory has been wonderful because she has known me since the beginning. I’m so confident in her abilities and her work ethic that I can’t recommend her enough to anyone who needs help with their financial needs.  

Women like me, that didn’t have the experience in their own lives and were suddenly forced into a situation they weren’t comfortable in. Also, anyone who is savvy in finances but doesn’t have the time and resources to do their own.  

I highly recommend Mallory at Laurel Wealth Planning."

"I'm so thankful for you all.  You have done a wonderful job not just in growing our investments, but taking the fear away of outliving our resources.  Your work helped us enjoy our funds and do things that were meaningful to us.  It helps me and helped my husband sleep better at night."

"As someone that always managed our own finances, I did not take the decision of hiring a financial planner lightly. I looked at many options and talked to several financial planners. In the end, I listened to the advice of our estate attorney: “My clients that work with Laurel Wealth Group love them”.  

I am so grateful that we made this leap several years ago. As my husband and I have navigated the first years of retirement, Laura and her team’s advice has been invaluable. They have helped us to fully understand our financial position, our options and they have been good at guiding us into investment strategies that we might not have considered otherwise.  

One particular area of strength for them is tax planning. Early on, LWP developed an income roadmap that considered the effect of capital gains, Medicare rates and projected income tax rates on our annual income. This has proven to be invaluable to us. We have weathered some turbulent financial times with them in the past few years. It is good to know that they have our back."

"Catherine and I first met Laura 25 years ago when my mother, Elaine, then in her 60s, began working with LWP. Over the years, I watched as Laura offered thoughtful financial guidance and coaching, helping Elaine navigate the many decisions that come with managing your finances. Thanks to that support, my mother has been able to contribute to causes she cares about while also staying on solid financial footing.  
 
Through that experience, we saw firsthand how much Laura and her team genuinely care about their clients and how trustworthy they are. So, when it came time to choose a financial advisor for ourselves 7 years ago, the decision to work with LWP was an easy one. Since then, we’ve received the same honest, high-quality advice, which has helped us grow our wealth and feel more confident about our financial future. We truly value Laura’s holistic approach and the way she helps us think about both our finances and our bigger life goals."

We cannot overstate Laurel Wealth Planning’s value to our financial well-being. Thanks to Mallory Kretman and her remarkable competence, our somewhat chaotic approach to the “business side of life” evolved to a structured plan aligned with our objectives. She addressed ALL facets and brought us peace of mind about the big picture for the future.

At a narrower level, we have faced major life transitions. Mallory supported our decisions by carefully and diligently modeling numerous scenarios and budgets. That done, we could make sound, informed decisions on steps forward.

There are many financial planning companies and planners. We would be hard-pressed to find one with equal or greater concern for, and commitment to, us than we’ve experienced with Laurel Wealth Planning and Mallory Kretman.