Ironwood Wealth Management

Reviews

• AY

  Ash Yoga

  Oct 1, 2024
  5.0
  Thankfully I was encouraged by Ironwood to start planning for my retirement in my early twenties. Of course I was not thrilled at the time to give up any of my earnings to something that seemed unreachable BUT I am so glad I listened. Not only has my experience been top notch but the people I’ve been working with all these years are incredible!! I look forward to our meetings with Rick as he is very dynamic, personable and gives it to you straight. I have followed his guidance explicitly! I am now 42 and well on my way to a fabulous retirement. I look forward to working with Rick til the day he retires lol but truly these guys are wonderful as they offer an elevated experience.
• DH

  Don Hall

  Sep 26, 2024
  5.0
  I have been working with Ironwood Wealth Management for a few years. Everyone I have dealt with at Ironwood has been very professional, polite and available for questions when I have them. Rick, my advisor, is top-notch. He is very knowledgeable and easy to understand. I feel that I have made my share of mistakes throughout my life (e.g., three marriages), but working with Rick and Ironwood is one of the best things I've done. I have a clear understanding of my financial situation and know that I will be retiring comfortably (and soon). Thank you Rick and Ironwood.
• SS

  Steve Southard

  Sep 1, 2024
  5.0
  My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high recommendation from a relative about him. After meeting and talking with Alex for over an hour, we realized that he was the perfect financial advisor for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choice made prior to our affiliation with Alex. As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, our needs have been met. One of the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood. Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is proactive in the management of our finances. He is simply the BEST. We cannot imagine our financial future without Alex and Ironwood in it.
• DL

  Dan Lombardi

  Sep 1, 2024
  5.0
  I have partnered with Cean and the Ironwood team for over 17 years. The planning, guidance, recurring reviews, and outcomes reached helped me to retire early as planned. The firm acts with integrity and has advanced my thinking at times to make sure I took advantage of, or was aware of, relevant information to help me make the right decisions to meet goals and objectives. It is a positive two-way relationship full of learning, accountability, and great customer support.
• MB

  Mark Berry

  Jul 19, 2024
  5.0
  Ironwood - specifically - Craig Moore for such great work and peace of mind he gives us. We’re just starting our 60s and moving into as much adventure as we can - without having to micro manage our portfolio. Overall it is still dawning on me that our starting portfolio of "1.0" plus or minus has been sustained while we dipped in for "0.4" plus over the past years. With reduced income, student loans, a van payment and fun money too! I appreciate Craig’s high attention to detail, very positive attitude and creativity! Ironwood's annual tax service is great too!