Cain Watters & Associates Reviews

We have been very pleased with Cain Watters and the services we have received. Our planner, Brittany, is wonderful. My husband and I highly recommended Cain Watters.

Angie Svitak has been working with me and my wife for approximately two years . Me and wife have very personalities and different ideas about finances . Angie listens to both of us and is able to give us advice, answer questions , and if she doesn t know she finds someone who does . Angie helps me and my wife see the big picture without feeling intimidate or like I m being sold financial products. She always has our best interest in mind and that is very difficult to find in the financial industry. Thanks for the annual laughs . See you next year

Worth every penny! David Forbes and Keith Klein have worked tirelessly on our behalf during the Covid 19 unpleasantness. They have make every effort to bob and weave with the dynamic situation. I worry very little knowing they are in our corner and are giving us outstanding advise.

I highly recommend CWA! Keith Klein has been our advisor and consultant; he's been a constant help to maneuver us through some tricky practice situations over the last 8 years. It has been amazing to always have him to discuss ideas and help us plan for our financial future!

Bradley Blasingame is a top notch advisor that always has your back. No matter what, I can always get a hold of him with my pressing issues and he always has a quick, concise response. From tax planning to estate planning to managing our dental office and personal finances, we know we are in great hands and doing what's best for our practice and employees.

Erica, Lauren, and Trudi are as good as they come. Saved me more money in the 7 hours we were together than anybody else. Would highly recommend.

I am a huge fan of Cain Watters especially Tom Gates and Lauren and Trudi! They are an amazing team that has given me tremendous help for almost 10 years now. The improvements to my corporation and to my overall wealth are exponential. Before I came to them, I felt lost with my personal and professional finances and that I was doing everything wrong. Now I feel confident that all aspects in my life are being optimized. Thank you all for this feeling of security.

CWA is the best.
We have been with our planner Keith Klein for 9 years now. We actually joined CWA prior to starting our first dental practice. Keith and his team have helped us grow to 3 pediatric and 2 orthodontic clinics with a business support center. All while growing our retirement nest and decreasing our debt load. I feel CWA excels at understanding that it's not all about "paying less taxes." All aspects of one's personal and business finances (assets, liabilites, cash) should be in balance with both long and short term perspectives.
If you just want to 'pay less taxes' or 'pay the least accounting fees possible,' CWA is not for you. If you want the best financial, investment, tax, and growth planning, you can't beat CWA.

This review is long overdue... we have been with Cain Watters a little over 3 years now. Scott Clynch is our planner and I cant say enough wonderful things about him! He is on top of Everything - quick to respond in conjunction with Eric Lamm - and literally makes us sleep better at night. On top of that he's even a really cool guy that we enjoy coming to see once a year for consult and hang out with! We brought Scott on when we acquired our first practice a little over 3 years ago. We would not have been able to do it without him, his guidance and education he gives on retirement, priorities with money etc is worth every penny. We have learned so much from him and helped us make a sound 2nd investment in acquiring an additional location as well. His opinion is one of the few we actually care about or listen too when it comes to making large business decisions.On top of all of that, his extra dedication through the Covid-19 pandemic shows how much he cares about his clients. We were in constant communication with him, he stayed on top of everything that was happening and how it would effect us, or business and our employees. Can't say enough good things about you Scott!!

The Pumps

My husband and I have been working with Cain Watters for two years now, and it has been very beneficial for our dental practice as well as our personal finances/retirement planning. Angie and Paige have been incredibly knowledgeable and helpful throughout our practice purchase and yearly evaluations. We are so thankful for our team at Cain Watters, for all you ve taught us, and for all you ve done to help us and our practice!