Satisfied Client
✅ Wealthtender Certified Advisor Review™
My wife and I have been clients of Stephen Mazer and Carrie Olsen since the beginning of their partnership in 2021. At the start of our relationship, they guided us through a process that helped them understand our financial needs and goals. They have since been attentive to both in their handling of our investments, diligent to include us in their planning and decision making. They listen well and we are completely satisfied with their resulting performance. They are professional in their work and are genuinely caring as persons.
Relationship to Financial Advisor: Client as of May 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and efficient Financial Advisor
✅ Wealthtender Certified Advisor Review™
I have known Stephen Mazer for over 5 years. Stephen continues to stay abreast of investment products to provide opportunities to meet my investment goals. Stephen and his staff are always professional and efficient in communicating these market changes, which may have an impact on my portfolios.He provides timely and accurate reports which allows me to consider any modifications to my investment goals.
Relationship to Financial Advisor: Client as of Jan 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quality Care
✅ Wealthtender Certified Advisor Review™
I feel that the relationship I have with my advisor is a trusting and supportive relationship. He genuinely helps us through our issues and gives us the most up-to-date information as possible. We feel very comfortable with Stephen and we would definitely refer him to other family and friends.
Relationship to Financial Advisor: Client as of Dec 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Client Centered and Responsive
✅ Wealthtender Certified Advisor Review™
Stephen is a client centered Advisor who provides a financial plan that addresses all your concerns and needs. He explains the pros and cons of various recommendations and respects your feedback. He always has his client's best interests front and center.
Relationship to Financial Advisor: Client as of Dec 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Versatile Experience and Clear Guidance
✅ Wealthtender Certified Advisor Review™
Stephen is an industry veteran who has worked in small startups and large corporations, and is now founding his own outfit. As a client, this diversity of experience gives him insight into where I’m coming from and how the market affects me. When he was working at a fin-tech startup, he mastered the somewhat experimental technology, and then transitioned to the corporate side when it was bought out, and always learned how coax technology to bring the best value to clients. When the pandemic struck, he was on the phone to us, calmly advising us to avoid ruinous mistakes, and he still sends out proactive information about current events so that we can make informed decisions. Finance is a complicated subject, and when you call Stephen, his clear and thorough explanations connect the dots so you can make confident, well-informed decisions about your financial future.
Relationship to Financial Advisor: Client as of Dec 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Duo!
✅ Wealthtender Certified Advisor Review™
Stephen is both personable and competent as a senior wealth advisor. His director of client services, Carrie, is efficient and capable of any task asked of her. They have both helped me out in my financial matters and have always done it with a warm and caring smile!
Relationship to Financial Advisor: Client as of Dec 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wealth Manager
✅ Wealthtender Certified Advisor Review™
Stephen Mazer and his staff are always available to discuss strategies to reach my financial goals.
Relationship to Financial Advisor: Client as of Dec 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Stephen Mazer Review
✅ Wealthtender Certified Advisor Review™
Stephen has been extremely proficient, knowledgeable, and efficient in assisting me with future planning for my retirement years. About a year ago I accessed him to assist me with a product I wanted to explore that could help me with a secure retirement income. He not only looked carefully at the product I presented him with, he also did a great deal of research and Hard Work in finding other companies offering similar, but better, options for my retirement. He took the time to explain the complicated terminology and what the "sales statements" really meant for each option we researched.
Yes this took a number of months, numerous ZOOM meetings for him to explain details. He always had my best interest in mind and has given me the peace of mind that I am now situated in a great position to move forward in retirement.
Thank you Stephen -
Relationship to Financial Advisor: Client as of Dec 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Honest and informative
✅ Wealthtender Certified Advisor Review™
Stephen keeps me up to date on the way the markets are going and how he feels they will be going in the near future. He shows me back-up data and charts. He will then ask me if I am willing to go along with the changes to my portfolio before he makes any major changes. I appreciate his honesty and his willingness to stay in touch and keep me informed.
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial
✅ Wealthtender Certified Advisor Review™
Whenever I have questions or a problem Stephen is on top of it
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Steele review
✅ Wealthtender Certified Advisor Review™
Although not stationed locally, Stephen does a very good job of communicating with us and conducts at least one annual review in person. He seems to be very experienced and knowledgeable of market trends. He recommends making adjustments in our portfolio based on the balance of our total assets and always makes these adjustments with our implicit or explicit consent. His Assistant Carrie Olsen is extremely efficient at organizing data fro our review as well as ensuring that Qualified Charitable Distributions are sent and receipted. In summary, Stephen and Carrie are a very knowledgeable and efficient team and we are well satisfied with their services.
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.