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Business Profile

Financial Planning Consultants

MOKAN Wealth Management Inc
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BBB Accredited BusinessA+Rated by BBB

Reviews

This profile includes reviews for MOKAN Wealth Management Inc's headquarters and its corporate-owned locations. To view all corporate locations, see

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    Customer Review Ratings

    3

    Average of 2 Customer Reviews

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    Review Details

    • karen p

      Date: 08/26/2024

      We went to one of Kyles seminars about 5-6 years ago. We had been with our financial advisor for many years but she is our age and we knew she would probably retire before us. We were looking for someone young and energetic. We met with Kyle and he laid out a retirement investment plan. His plan to avoid hefty taxes made sense to us and he showed us how we could retire earlier than we had originally planned. We meet with him several times a year and have a good solid plan going forward. He keeps us educated and informed. Kyle is entrenched in the community, and we love that he is a family man. He takes the time to make us feel comfortable and we have experienced good financial growth over the past years. We would recommend Kyles services to those interested in retirement planning
      Karen & Bob

    • Margaret C

      Date: 02/13/2024

      I went to Kyle’s wealth management seminar, and after the second session, I scheduled a time to meet with him to work on a retirement plan. It was clear from the moment we sat down that he was not interested in working with me. Within the first couple of minutes he told me it would cost $1,900 for him to put together a simple, 1-page plan that I could follow on my own. If I wanted regular monthly check-ins he informed me that would cost $500/month. My 45 minute meeting was over in less than 15 minutes and it only lasted that long because I asked to see a sample plan which he was hesitant to show me. I would not recommend his services unless you already have a healthy portfolio to work with - that was very much the vibe I got.

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