Reviews for Blaine Thiederman MBA, CFP®

Rated 4.9 out of 5
16 Certified Advisor Reviews™

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Working with Progress Wealth Management has been a pivotal moment in my life

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 17, 2022

A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.

I would highly recommend to family and friends!

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Susan McGrew

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Working with Blaine has been great. We did a needs analysis to finds out exactly what my goals were and we were able to identify what it’s going to take to get me to where I want to be. The process scared me at first but I now feel comfortable knowing that I have some much needed direction and someone to help me in my corner. I have worked with a few advisors in the past and they never seemed too interested in doing what is best for me unless there was something in it for them. Highly recommend spending some time with the folks at Progress Wealth Management.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Travis A.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

I would recommend Blaine as an advisor for other engineers looking for compensation advice. Blaine helped me out with my ISOs and equity compensation for my software engineering career.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Very professional and exceeded my expectations. Would highly recommend.

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Chris P.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blane is a very hard-working, intelligent advisor with a genuine interest in seeing his clients succeed

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Kevin
Kevin

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine Thiederman with Progress Wealth Management was fantastic to work with! Before working with Blaine I was worried and stressed about my financial future and retirement goals. Blaine worked collaboratively with me to review my finances and put together a financial plan that suits my overall retirement goals. He is also an exceptional listener and was well thought out during our appointments and extremely knowledge about a variety of financial topics from taxes, to estate planning and more! I would highly recommend working with Blaine, based on his in-depth knowledge of finance, customized financial plan building and his genuineness towards caring about you and your financial goals.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Paige A.
Paige A.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine is great. No doubt in my mind that he genuinely cares and wants to help me better my situation, always replies to text messages (even on his honeymoon, CRAZY) and has even deferred payment during tough times. Blaine was critical in me identifying my value as a minority in the workplace when negotiating a new salary.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine is very knowledgeable and personable. He is very client focused and results driven. You feel confident your finances are in good hands working with Blaine.

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Eric T.
Eric T.

Four Stars

✅ Wealthtender Certified Advisor Review™
Rated 4 out of 5
November 4, 2022

A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.

I would highly recommend to family and friends!

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Susan M
Susan M

Four Stars

✅ Wealthtender Certified Advisor Review™
Rated 4 out of 5
November 4, 2022

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Fantastic rates for a CFP. Awesome guy and extremely helpful with my planning and portfolio.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Joshua H.
Joshua H.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

A solid advisor that takes time to listen to his clients’ needs. Told him the things I like and he tailors the advice.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)