Jay Slagle
✅ Wealthtender Certified Advisor Review™
September 19, 2023
We have worked with Jay for several years now. Jay has never been unavailable to meet and address any questions/concerns we may have. We both appreciate the peace of mind we have knowing Jay and RK are there for us. We would (and have) highly recommend Jay to anyone looking for professional competent management of their finances.
Gene & Robyn Patton
◼ 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.
Gene Patton
Jay Slagle
✅ Wealthtender Certified Advisor Review™
September 18, 2023
We have enjoyed our professional relationship with Jay. He is actively engaged with our account. Jay has been very prompt in responding to our questions or other needs. You never have to ask Jay twice, he is on top of things and follows through with a response. They work with a variety of other professionals such as Attorneys, Accountants and Insurance.
We are happy enough, that we have recommended Jay and Company to several others, who are now using R&K as well.
Keep up the good work.
◼ 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.
Brenda Virtues
peace of mind
✅ Wealthtender Certified Advisor Review™
September 18, 2023
We have been more than pleased with Jay Slagle as our certified financial planner. Jay along with the team of Rather Kittrell has been personal, prompt, available, hands on and collaborative in helping us create peace of mind for our future financial picture. The step by step approach in wealth protection, mitigating tax burden and maximizing charitable giving along with wealth enhancement have been a blessing to us.
◼ 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.
Jeff and Valerie McMichael
Rather & Kittrell clients for many years
✅ Wealthtender Certified Advisor Review™
September 18, 2023
My wife and I have been clients for many years. Jay became our advisor in 2016 and has been a great advisor through our transition from the workforce to retirement. He has kept us informed and directed us as we have changed our focus from employment to learning to harness our time and resources for travels and experiences. We have found Jay to be a seasoned financial advisor and quick to assist with any changes or advice needed when we want to use our financial resources to help with new interests or causes.
◼ 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.
Dennis Patty Knight
Five Stars
✅ Wealthtender Certified Advisor Review™
September 14, 2023
Core competency, honesty, a humble and demonstrated confidence in yourself and RK group is important me. Family and my family’s financial well being are real personal concerns for me. For years before retiring Jay has been my main contact for the RK group. My family’s well being has proven to be very important to him, and the RK group. Their performance and concern for us makes me proud to have them looking out for family’s interests.
◼ 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.
D Kerr
Great relationships!
✅ Wealthtender Certified Advisor Review™
September 13, 2023
We have been very pleased with the guidance and support we have received from Rather and Kittrell! We have worked with Jay and team for many years and have never had a concern about our plan, nor have we had a question gone unanswered.
◼ 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.
Bill and Rene Waibel
Financial Planning
✅ Wealthtender Certified Advisor Review™
September 13, 2023
Tim and I have know Jay for many years and are so thankful that he is now our financial advisor! Jay offers patience along with his expertise as we navigate the world of financial planning. We trust his advise and appreciate his willingness to answer our many questions and provide advice to help us plan for the future.
◼ 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.
Ginger Teague
Trustworthy & Genuine
✅ Wealthtender Certified Advisor Review™
September 13, 2023
Our family has known Jay for many years in various roles and he has consistently been a young man of character, hard-work and integrity. There was no reservation in turning over our financial guidance to Jay and he has proven to be quite knowledgeable, gifted in communicating and sincere in watching out for his clients’ best interests. It is crucial to have long-term financial plans in place and I have been so blessed by the guidance Jay has provided and by the patience and understanding he conveys relative to our personal circumstances.
◼ 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.
Fraser Family
Financial Advising
✅ Wealthtender Certified Advisor Review™
September 12, 2023
My wife and I have known Jay and his wonderful family for many years, and watched him continue to grow into the fine reputable young man he is. we needed financial assistance once we retired 3 years ago, knowing jay and the quality of his judgement, we felt confident in choosing him managing our retirement, we couldn’t be more pleased with Jay and the Rather Kittrell team. In the 3 years of working with him he has always been responsive and easy to work with. We were concerned about healthcare cost being we retire a few years early and he helped save us a lot of money in that respect as well. Jay has good values as a person and i’m sure anyone would be thrill to worked with him.
Keith Hill
◼ 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.
Keith Hill
Great advisor
✅ Wealthtender Certified Advisor Review™
September 12, 2023
We’ve had Jay as our advisor for several years now and he continues to do a great job managing our investments. He is always responsive and is very personable and easy to work with. We are confident that he will continue to look out for us and keep us on track.
◼ 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.
Thom Kerr
A premier partnership
✅ Wealthtender Certified Advisor Review™
September 11, 2023
I view Rather and Kittrell as a premier partnership in that they are closely linked to serving Laura and I well. Our success helps them and they have the systems and expertise in place to help us manage our retirement assets. We are very pleased with the relationship and results!
◼ 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.
Mike Todd
Financial advising
✅ Wealthtender Certified Advisor Review™
September 11, 2023
I’ve had the pleasure of working with Jay Slagle for my financial needs, and I can’t recommend him enough. Jay has been instrumental in guiding me through financial planning, expertly managing my investments, and optimizing my 401k. His wealth of knowledge and personalized approach have truly made a positive impact on my financial well-being. Jay’s dedication and commitment to his clients are unmatched. If you’re seeking a top-notch financial adviser, Jay Slagle is the one to trust.
◼ 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.
Ben Stroud
Creates comfortable environment
✅ Wealthtender Certified Advisor Review™
September 11, 2023
Jay met with my wife and I approximately 18 months ago while we were searching for financial services in the knoxville area. Jay provided a comfortable environment while we discussed what was important to us and our financial journey. We have since worked with Jay to fully develop our financial plan and appreciate his guidance.
◼ 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.
CHUCK HALLER
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