Based on 13 reviews
No description on file makes it unclear what Northwest Financial Group, LLC specifically does, though reviews mention they provide financial advice, retirement planning, and financial solutions. Based on customer accounts, the firm appears to be a financial advisory or planning group, but the exact scope of their services is not clearly stated in the information available.
The most common complaints come from the critical reviewers, with one describing a serious confidentiality lapse in which another client's personal information, including their social security number and date of birth, was printed on the back of paperwork given to the reviewer. That same reviewer also noted an initially dismissive response from the agent when the issue was raised, though a manager later apologized.
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Their website is user-friendly and provides all the necessary information about their services. I found it easy to navigate and understand. The team at Northwest Financial Group, LLC is prompt in their responses and provides excellent customer service.
I recently availed the services of a financial company and I must say I am pleased with the outcome. They provided me with comprehensive and tailored financial solutions that perfectly suited my needs. The team was approachable and answered all my queries effectively.
Northwest Financial Group, LLC has provided me with exceptional financial advice and guidance. Their expertise and personalized approach have helped me secure a better financial future. I appreciate their professionalism and highly recommend their services to others.
I had a great experience with Northwest Financial Group, LLC. Their team was knowledgeable, professional, and responsive. They provided me with tailored financial solutions that have greatly improved my financial situation. I would definitely work with them again in the future.
๐ I had an amazing experience with Northwest Financial Group, LLC. They exceeded my expectations and helped me achieve my financial goals. Their professionalism and attention to detail were commendable. I would definitely recommend their services. ๐
I am very satisfied with the services provided by Northwest Financial Group, LLC. They have been instrumental in helping me make sound financial decisions. Their team is extremely knowledgeable and always available to answer any questions or concerns. I highly recommend their services!
๐ Northwest Financial Group, LLC is top-notch! Their team is not only highly skilled and experienced but also genuinely cares about their clients' financial well-being. I highly recommend their services for anyone looking for expert financial advice. ๐
The services provided by Northwest Financial Group, LLC have been invaluable to me. Their expertise and guidance have helped me navigate through complex financial matters with ease. I am grateful for their assistance and highly recommend their services to anyone seeking financial advice.
I have been a customer of Northwest Financial Group, LLC for several years now and have always been impressed with their level of service. They have helped me create a solid financial plan and have provided valuable advice along the way. I highly recommend their services.
I can not recommend this firm. One of their agents printed some information for me. When I looked at the back of the paper there was a fax from one of their clients with his name, date of birth, account number, social security number... This level of confidentiality incompetence could have cost their client a great deal if I were dishonest. I immediately shredded the paper. When I notified the agent her response was just thanks! Unacceptable.
Update: When the manager discovered this problem a month later, he immediately called me to apologize and assure me that the proper authorities had been notified and retraining was going to happen.
Travis Gray and NW Financial have been our investment advisors since 2000. They do an excellent job for us. I have complete faith and confidence in their ability to steer us in the right direction.
We have been using Northwest Financial for over 20 years and recommend them highly. They know their stuff and explain things in "plain english" rather than technical terms.
I would highly recommend Kerry Dyer and the rest of the group. They are always helpful and responsive and go the extra mile explaining the details. They are doing a great job guiding me to my eventual retirement.
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