Testimonials

After 37 years in financial management for non-profit organizations, I was retiring from my career, and decided to seek a professional financial advisor to manage our investment funds.

As hard as it was to pass the torch of this responsibility, it was the best decision we ever made for our financial portfolio. Jesse and the team developed an excellent investment strategy for our multiple retirement plans, and he continues to provide guidance along with quality advice.

He is mindful of our objectives and provides constant updates of our investment positions.

We would recommend Jesse to anyone seeking a trustworthy, knowledgeable, and professional advisor.

Align has been invaluable for facilitating and encouraging the Ecore team to invest in their future. As payroll administrator, I see the percentage of earnings individuals at all levels are saving for retirement and it is heartening.

I became a client of James Werst in 1989 when searching for a place to invest my inheritance and my husband followed shortly thereafter upon his retirement when looking for a trusted adviser for his retirement funds. In all those years since, we have both been completely comfortable with the advice we have received during the market’s many ups and downs and have never doubted that our investments were in capable hands.

We have watched this firm grow and have always been apprised of their plans and how any changes they were making were in the best interest of their clients and we never found reason to doubt that.

Now that Jim has moved on to a well-deserved retirement we find ourselves in the very capable hands of Jesse Steffy and we look forward to continuing to work with him and his associates at Align. We find this firm and all of its staff to be extremely professional, yet warm and welcoming, and we wish them continued success.

We have been very pleased to work with the current Align Advisor group and its predecessors for many years. Tyler Stief and the whole team have been excellent to meet with in person, phone and email to guide us in sound financial matters and answer any questions we have. This includes the important interaction with outside advisors such as our employer, accountant, and attorney to blend important knowledge bases. Their skills provide consistent strategies to enhance our investments, and Tyler’s detailed approach provides a solid framework for us to refer to. We trust them and highly recommend them.

*The statement was provided on 5/31/2024 by Gary & Christina S. who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Working with Align has been, and continues to be, an excellent experience all around. Starting with our original consultation through to the full 401k program implementation, we were made to feel informed, comfortable, and heard. Even though our business has a small headcount, we still receive top-tier treatment and attention from Jesse and the Align team. Align listened to our wants, talked through options, and was very patient as we worked together to design the perfect plan for our company.

We couldn’t be happier partnering with Align and would recommend them highly.

Trish S.

*The statement was provided April 16, 2024 by Trish S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We have been working with Janel Cross and her team at Align for 10 years. They have done a fantastic job as the 401K financial advisor for our company.

She provides outstanding service to our team from the plant floor to the offices. Her team has built strong relationships with our employees and provides personal consultations that helps us meet our goal of creating an outstanding place to work.

Janel and her team guide our employees in navigating financial challenges and aid in taking the fear out of making decisions to secure their long-term financial security. This has been an integral part of what we strive to offer our employees and has added to our participation rates in our programs.

The team at Align has been partners with us in this journey, helping our employees take full advantage of our programs and developing a savings plan for their future and the future of their families.

I would recommend them to any company. Janel and the Align team will ensure your employees reach their full potential.

Best Regards,
Carlo

*The statement was provided 9/27/2023 by Carlo A Lonardi who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I can’t thank you enough for sitting down with my wife and I to spend the time going through everything with us a few weeks ago, and then going through this exercise today. Quite honestly we both came out of this feeling pretty good. Up until going through an analysis exercise like this, saving for retirement it kind of feels like throwing a whole bunch of ingredients into a bowl and hoping it comes out looking like a cake. I really like the fact that we looked at a worst case scenario all the way around to show us what we need to continue to do to make the situation even better.

I look forward to the next discussion, but just wanted to let you know what a huge blessing our meeting was.

*The statement was provided 9/7/2023 by Kevin S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I wanted to take a moment to thank you for being such great partners to DiamondBack! We are immensely grateful for who you are and how you go about serving your clients.

Your expertise and time invested in our 401k Record Keeper search narrowed a broad field of options, to some strong candidates. You saved me countless hours of research for which I am grateful.

We also appreciate your generosity to the [Smith] family in the wake of [our employee’s] unfortunate passing.

I am excited to partner with both of you to see our employees flourish financially and create generational impact. I know our employees’ interests and DiamondBack’s success are your concern, driving us to sound strategies.

Thank you!

*This statement was provided on May 16, 2023 by Morgan Forney who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I wanted to thank you and your team for all the help and advice you have provided my team, but especially me.

Before I met with you, I was very stubborn and oblivious about my financial future and its effect on me and my family. Thanks to your persistence and understanding of where I was financially, you were able to guide, and educate me on where to, and how to start without any or very minimal risk (with free money on company match) to my then current financial situation.

Because of you and your team guidance my financial and retirement future is a lot brighter now.

*The statement was provided May 30, 2023 by Alexis Ortiz Pereira who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Janel Cross, Tom Cross, and the entire Align organization have leveraged their professional acumen with a personal interest in who we are and our specific needs. It has made a big difference for us, and I don’t hesitate to recommend them to others who want to experience this unique combination of professional expertise and personal care from a retirement financial planning partner.

David Marchini

*The statement was provided May 10th, 2024 by David Marchini who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I honestly didn’t know what to expect going into this meeting. I just knew that I had a lot of questions and confusion on 401K in general.

You were way more than helpful during our entire meeting. You helped me decide which plan best suits my current needs, and you answered my questions without making me feel belittled for not knowing. We were only scheduled to meet for 20 minutes, but you stayed on the meeting and talked with me for an entire hour. That was so thoughtful of you, and you don’t know how much I appreciated that!

Money is never fun to talk about, but people like you who can help individuals that don’t know a lot about it are needed. It’s an extra bonus when those individuals get to work with someone like you, who really helps and is sincere about it. You can tell that you want the best for those you come into contact with, and it shows 😊

Thank you so much for all your guidance and assistance yesterday.

*The statement was provided April 13, 2023 by Kaitlin Erickson who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.