Client Testimonials
Real People, Real Stories: See How We’ve Helped Clients Navigate Their Financial Journeys.
Disclosure: Testimonials and endorsements presented may have been provided by current clients of the firm. Individuals providing the comments were not compensated, directly or indirectly, in exchange for their testimonial or endorsement. However, individuals with favorable experiences are more likely to be encouraged to leave reviews. Reviews and opinions presented are not necessarily representative of all clients. Results may vary from those described herein. One should evaluate the advisor’s qualifications and approach to determine suitability for their own needs. Investing carries an inherent element of risk, including potential loss of principal. Past performance is not indicative of future results.
"I have been working with Jeff for over 15 years. He was highly recommended to me and after our initial meeting I realized why. He has an incredible knowledge base and works with you for your desired financial outcomes. Jeff was very personable and supportive during a difficult time when my husband passed away. He guided me through the process of reinvesting funds. Now, I am preparing for retirement and again, Jeff has been a strong support with his knowledge and advice. The office staff is personable and helpful. Wellspring Financial is a financial firm I would highly recommend."
Eydie B.
Client since 2010
"Working with Shannon LaRosse for these past 11+ years has been enlightening and most beneficial. Shannon, and her team, have always 'been there' for us, no matter how big or small our concerns and questions were. She works to engage us in all financial decisions and explains what her recommendations mean and the benefits therein. She reaches out to us regularly and keeps our accounts current, making changes and adjustments throughout the years to ensure our funds are managed carefully and per our risk preferences.
We most highly recommend Shannon LaRosse and WellSpring Financial for investing and investment advising. Her honesty and integrity mean the world to us."
Adrian & Jill K.
Clients since 2014
"Since we began working with Jeff Bush and your entire team, our experience has been entirely positive. Aside from the fact that Jeff’s financial guidance has been invaluable, the trustworthiness and commitment of the team has been consistent throughout the entire relationship. There’s no doubt, we would recommend anyone who is considering seeking financial guidance reach out to Jeff, Steve, Shannon and the entire Wellspring Team. The only thing we’d have done differently is reach out to them sooner. We have complete trust in the Wellspring Team, always with our best interests in mind!"
Chris & Sharon H.
Clients since 2017
"We have been clients of Jeff Bush and his staff for almost 25 years. Through the years we have found him to always have our interests at the forefront of our investment goals. When recommending Jeff to our friends we always emphasized his honesty, transparency and impeccable service."
Chuck & Eileen A.
Clients since 2001
"Working with Shannon and the WellSpring Financial team has been an exceptional experience. From the very beginning, Shannon took the time to understand my financial goals, changing circumstances and tailored a strategy that truly felt personalized to my needs. The team is always professional, approachable, and proactive in keeping me informed and supported.
What I appreciate most is their commitment to clear communication and their genuine care for my financial well-being. If someone is considering working with WellSpring Financial, I’d tell them they can expect a highly knowledgeable and trustworthy team that always puts their clients first."
Lynn Z.
Client since 2014
"Working with Jeff and the team at WellSpring Financial has been a very positive experience. Everyone is exceedingly welcoming and professional in every interaction. The financial plan we have developed is solid; Jeff continues to meet regularly with us to review its progress, evaluate any changing needs and keep our finances on course. We would recommend WellSpring Financial without reservation to others considering retirement planning."
Joe & Doreen D.
Clients since 2022
“I can’t thank Jeff Bush and the Wellspring Financial team enough for all of their financial guidance, knowledge and professionalism. It was a blessing for my wife and I to set up an initial meeting with Jeff and create a financial plan that laid out a solid foundation for the remainder of our working years and leading into retirement.
Jeff navigated us through some complex financial situations and he continues to offer sound advice and consultation with all of our financial investments. I would highly recommend Jeff to any of my friends and family who need support and direction with their financial future.”
Tim & Elaine F.
Clients since 2025
“My husband and I have been with WellSpring Financial for 3 1/2 years. During that time, they have maintained close contact with us through emails and meetings where we discuss our financial situation and any necessary changes to our portfolio. We feel confident in the advice given along with recommendations which have always been in our best interest. Jeff and Shannon are very knowledgeable and stay up-to-date on current financial issues that may affect our bottom line. We highly recommend WellSpring Financial as financial consultants.”
We most highly recommend Shannon LaRosse and WellSpring Financial for investing and investment advising. Her honesty and integrity mean the world to us."
John & Debbie S.
Clients since 2022
"Shannon LaRosse is a very fine financial advisor and person. Recently she advised us on a new house deal that ultimately fell through, due to unsuspected/unaware taxation on IRA investments. Her advise most likely saved us from a mistake that would have severely devalued our entire investments portfolio at WellSpring. We admit to the fact that taxation on our investments would have been a disaster in this endeavor if Shannon had not advised us in this regard. So thanks to Shannon, we were saved and are now taking a new route in this endeavor as we reconsider an improved pathway, ultimately protecting our investments at WellSpring. We will continue to consult with Shannon and Wellspring."
Dave & Linda F.
Clients since 2011
"We were one of Earl's clients when WellSpring began caring for us. The transition went well and we soon became comfortable with our new advisors. Steve is always well prepared when we meet and is focused on our good and helping us achieve our goals."
Jean & Andy G.
Clients since 2017
“I had worked with a previous advisor for a dozen years, and was apprehensive about meeting with a new team. Jeff and Steve immediately made me feel at ease, and are very approachable. I typically meet with Jeff Bush, and I enjoy getting to know him as a person as well as in his professional capacity. He always takes the time to explain exactly how each investment is doing, and never makes me feel rushed or uninformed. I feel confident that I made the right choice in working with WellSpring, and I will recommend the WellSpring team to anyone who is looking for financial advisors.”
Carol S.
Client since 2012
“Our experience with WellSpring over the last decade has been one of continued growth and adapting to economic changes. Jeff Bush and his group have comfortably guided us through working full time to retirement. Our trust in their financial knowledge can only be matched with their efficiency delivering results and continued support with personal meetings, educational seminars, and periodic news bulletins to keep us well informed.”
Dan & Donna S.
Clients since 2013
“Shannon took the time to explain items in detail & answer our questions. My financial knowledge is minimal but she included me in discussions and I was not uncomfortable asking her questions.
Her financial knowledge is impressive.
Shannon has a warm, inviting personality. We trust her to guide our financial future.”
Margie C.
Client since 2013
“We have been working exclusively with Shannon LaRosse as our financial advisor for about five years and could not be more pleased. We were originally clients of Earl Schultz, Founder and CEO of Strategic Wealth Advisory where we first met Shannon. Shortly before the acquisition of Strategic Wealth Advisory by Informed Family Financial Services (now Wellspring Financial), we began working exclusively with Shannon. Although Earl Schultz is a tough act to follow, Shannon has not only met, but has exceeded all of our expectations as our financial advisor. Although my wife and I have limited knowledge and even less interest in investments, investment strategies, the stock market, etc., Shannon explains everything in clear, understood detail, explaining our options and providing the rationale for every recommendation. Shannon is extremely knowledgeable and we have complete confidence and comfort in having Shannon as our financial advisor, providing advice and direction for our financial future. We are able to comfortably enjoy our retirement years in large part due to Shannon’s advice and guidance.”
Doug C.
Client since 2013
“We stumbled into working with Jeff Bush over 4 years ago. The relationship has blossomed ever since. We started out with one policy and now Jeff handles our entire portfolio which is quite large. We have complete faith in Jeff and everything that he advises us to do. His staff is super proficient in following up with every business manner. We continue to grow with Jeff and we are extremely happy with him and his staff.”
Don & Eleanor S.
Clients since 2020
“Shannon is wonderful to work with! We have worked with Shannon for several years she always makes us feel comfortable with the decisions that we have chosen. If we had any questions about our investments at any time; she would always get back to me. She is knowledgeable about finances and I would recommend her to anyone looking for a very good financial advisor!”
David & Tracy G.
Clients since 2018
“We first met Steve Jablonski at an introductory financial planning dinner. It has been one of the best financial decision we have ever made. Since our first meeting with Steve, we have always felt that our needs and concerns were heard and always made a priority. We appreciate the personal service that WellSpring Financial provides to all of their clients. We are confident that our funds are in good hands.”
Debbie & Matt M.
Client since 2018
"I’ve had an excellent experience working with this financial company. Their team is knowledgeable, responsive, and truly committed to helping clients achieve their financial goals. They took the time to understand my needs and provided clear, strategic guidance that gave me confidence in my financial future. I highly recommend their services to anyone seeking trustworthy and professional financial support."
Regina G.
Client since 2011
“My husband and I started working with Jeff and his team over 25 years ago and it has been a wonderful experience. Jeff's expertise and sound advice helped us build a portfolio that worked extremely well to help us feel good for our future. When my husband died, Jeff was there to guide me through the decisions I needed to make to ensure my financial security.
Besides Jeff and his partners, his staff is caring, responsive and ready to help whenever they can. I love how the company has made it a mission to help in the community whenever the need arises through donations and fundraising.”
Sue W.
Client since 2001
“We have been using Wellspring and its predecessor company for nearly 4 years as I began contemplating retirement. We were introduced to Shannon at a local seminar hosted by her employer and we were interested in her clear and concise explanation of the two differing strategies on wealth accumulation vs. wealth distribution. As retirement income became a critical issue, along with income, the strategies of Social Security receipt and income tax management became equally important.
Shannon demonstrated a remarkable talent to explain the merits of multiple positions on all of the above in terms that made sense to us. Shannon did not pressure us to move in any direction but rather laid out the facts to equip us to make an informed decision.
Shannon has advised us on these topics with empathy and competence, She has been objective and did not simply tell us what we wanted to hear. Importantly, her advice is timely, thoughtful and insightful on numerous financial planning topics. We value her both as a consultant and an individual, and a friend.”
Jerry & Beth S.
Clients since 2022
"I had always felt sure of myself in handling our finances and investments but as I approached the time of social security, RMDs and post retirement strategies I felt it best to meet with a financial advisor. Jeff Bush proved to be exactly what was needed. He took time to understand all my concerns and goals and helped put a financial plan together that gives me peace of mind. He's always available besides our scheduled meetings. I've been fortunate to have his knowledge and understanding over the last 12 years. He is easy to talk to and I feel I can trust him with everything we discuss and plan for my wife and I. Thank you Jeff and WellSpring Financial."
David & Robin W.
Clients since 2014
Would you like to share your experience with us? Send us an email at info@wellspring-financial.com