“Everyone on the team is professional, courteous, and engaging. My questions are heard and answered thoughtfully and thoroughly.”
What do you like best about working with Black Walnut?
“Professionalism of staff! Ability to listen to my concerns and effectively address them. Staff is friendly and engaging.”
~ Noreen S.
“Eric Jodi and Amy always make me feel comfortable. They seem to genuinely care about me and my situations. I appreciate that.”
What do you like best about working with Black Walnut?
“I can rest easily knowing a professional is handling my assets”
~ Lisa E.
What do you like best about working with Black Walnut?
“Personal relations with all the staff feels like a team with client focus. The steady, thoughtful and supportive communication with us as clients is deeply appreciated. Most importantly the results of their dedicated work has made us financially secure.”
~ Duane & Chris S.
What do you like best about working with Black Walnut?
“Feeling comfortable and confident when working with the team. Excellent communication and result.”
~ Christine P.
“We have been with Eric and his group for years and have found them attentive to our needs, convenient to work with, and always ready to answer our questions or find the answers for us. Thank you Eric and team for all you do.”
What do you like best about working with Black Walnut?
“We are older clients and we find a peace of mind working with Erick and his team. We feel that they are/have been looking after our assets so we can live comfortably now in our senior years. We find them to be attentive to our indiviual needs and always looking out for our well being. We were blessed to have found Erick a long time ago when he was not out of college very long. Erick and our investments have grown together as time has passed.”
~ Mary M.
“Everyone is very friendly and are interested about what’s going on in my life. I value their friendship and trust their guidance.”
~ Chris T.
“Everyone’s always there to answer my questions and they do a great job on follow up.”
~ Dianna H.
“Easy people to work with, they are very helpful and timely. As a younger client they really help me understand what is going on with my money and how I can budget and be better with it.”
What do you like best about working with Black Walnut?
“They make it seamless and help me understand my money and what paths I should or shouldn’t take with it and why.”
~ Delaney B.
What do you like best about working with Black Walnut?
“They are extremely knowledgeable, professional, and always responsive to questions or concerns. They take the time to explain things clearly and make the process feel easy and stress‑free. The entire staff is friendly, efficient, and a pleasure to work with. I feel confident knowing my finances are in such capable hands and would highly recommend them.”
~ Barb D.
“Thank you so much for your professional guidance, you’re the best Black Walnut!!”
What do you like best about working with Black Walnut?
“Warm, welcoming staff, in addition to a very thorough and organized overview of our portfolio.”
~ Colleen S.
“Working with the Black Walnut Wealth Management Team is always a positive experience. Every person in the office is kind and thoughtful, and their services are always delivered with consummate professionalism. I feel comfortable asking questions, and my concerns are always heard. It truly feels like I become a member of the team every time I come to the office or answer a phone call!”
What do you like best about working with Black Walnut?
“Your attention to detail and empathetic advice.”
~ Abbi H.
“Knowledgeable, friendly, easygoing discussions without jargon. Experienced, knowledgeable, fair, communicates well.”
~ Joe W.
“Staff is very responsive to my questions and concerns. Eric keeps me informed of tax issues and related information.”
~ Kathryn W.
“Friendly, professional, expert, and responsive team!”
~ Jennifer S.
“Consistent friendly service on all matters.”
~ Jim B.
“Your team is knowledgeable and you do a good job explaining the details we may not readily understand. We feel like you know what is important to us and try to make ongoing changes that will benefit us. You make an effort to know us as people, not just clients. Your emails are interesting and I often read through the articles. And of course, we love the pie lol.”
What do you like best about working with Black Walnut?
“You keep us well informed. Your meetings with us are thorough and understandable (for non financial people). You take the time to get to know your clients. And you always check back to make sure we are comfortable with our investments and the risk level.”
~ Jan G.
“The Black Walnut team is knowledgeable and friendly. Always ready to answer concerns & questions.”
~ Margaret R.
“Eric and his team, they are knowledgeable and patient. They explain things so that I can understand and they work to understand where I am at in my life.”
~ Stacey Z.
“Courteous and quick to respond. Friendly and smart with my money.”
~ Ellen G.