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
Would you like to share your experience with us? Send us an email at info@wellspring-financial.com