Extremely knowledgeable and helpful
✅ Wealthtender Certified Advisor Review™
December 5, 2022
Blaine was extremely helpful in my search for practical industry information. I am seeking to change my profession to a Registered Agent Advisor. I spent a few days researching on Youtube and decided it was time to talk to someone. I googled “Financial Advisor Near Me” and Progress Wealth Management was the first call I made. Blaine made me feel like a paying customer and spent time with me answering all of my questions.
Blain is a wealth of knowledge and is easy to talk to. And, has saved me actual years of my life. I was headed down the wrong path and he gave me guidance.
Shawn T
Grand Junction
◼ 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.
Shawn T Grand Junction
Working with Progress Wealth Management has been a pivotal moment in my life
✅ Wealthtender Certified Advisor Review™
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.
Susan McGrew
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Travis A.
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Verified Client (Per Indyfin - Imported Review)
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Chris P.
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Kevin
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Paige A.
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Verified Client (Per Indyfin - Imported Review)
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Eric T.
Four Stars
✅ Wealthtender Certified Advisor Review™
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.
Susan M
Four Stars
✅ Wealthtender Certified Advisor Review™
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.
Verified Client (Per Indyfin - Imported Review)
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Joshua H.
Five Stars
✅ Wealthtender Certified Advisor Review™
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.
Verified Client (Per Indyfin - Imported Review)
Five Stars
✅ Wealthtender Certified Advisor Review™
November 4, 2022
Progress Wealth Management helped develop a plan so my wife and I could retire when we wanted to, early. Blaine was thorough in the questions he asked and made sure our questions were answered. I am happy to say we will go to Progress Wealth for any financial questions we have.
◼ 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.
Ryan K.
Five Stars
✅ Wealthtender Certified Advisor Review™
November 4, 2022
If you want a partner that listens to you, cares about your goals, cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.
◼ 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.
Alvin D.
Five Stars
✅ Wealthtender Certified Advisor Review™
November 4, 2022
I appreciated my financial advisor’s knowledge and sincerity. I received great service and now have a comfort that my long term investments are protected from todays unpredictable future. Robert E.
◼ 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.
Robert E.
Five Stars
✅ Wealthtender Certified Advisor Review™
November 4, 2022
Blaine at Progress Wealth Management continuously helps me reach my financial goals. He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you’re a bad person for spending too much money on eating out last month. His goal is to understand motives and attack goals with his financial experience and knowledge without forgetting the personal touch needed of a good fiduciary.
A key quality I value from him is that he is able to provide his own opinion when asked, but is able to remain objective as to the different means of reaching financial goals and provide those me in a clear and concise format.
Some examples of target items he and Progress have assisted my family in:
1. Student Loan management
Finding alternatives loan providers for a refinance to better save money on a month to month basis, and also save over the lifetime of the loan, for a shorter term.
2. Budgeting solutions
How to best use technology to better budget on a month to month basis, and providing objective pro/cons of the solutions available on the market, free or paid. Progress even seeks to partner with some of them to provide low cost access to paid budgeting software to their clientele.
3. Home Purchases
Identifying factoids about the market, and then providing different solutions for buying a home based on the timetable planned to actually buy the home. Whether it be in 2 years, 5 years, or so on. With different factors that come into play depending on changes in the market, this means a lot of different variables, and Progress keeps it very simple and easy to understand.
4. Job assistance
Progress is able to assist with resume and job seeking efforts. They are able to identify and find job offerings to help your bottom line. Budgeting only goes so far, and after that Progress can help you target increasing your overall income to reach projected 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.
Troy D
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