I had a really positive experience working with this financial planning company. They took the time to understand my situation and clearly walked me through different options for retirement planning aside from my 401k and creating reliable cash flow. What stood out most was how they explained everything in a straightforward, pressure-free way, which made it much easier to make informed decisions. I felt supported throughout the process and appreciated their transparency and professionalism. I’d definitely recommend them to anyone looking for thoughtful and practical financial guidance.

I’ve had a great experience with Ninety Nine Wealth. They’ve been incredibly helpful whenever I’ve had questions about financial planning, whether it’s retirement, investing, or just understanding the market better. What really stands out is how clearly they explain things, they make complex topics easy to understand without ever feeling overwhelming. You can tell they genuinely care about helping people make smarter financial decisions. On a personal note, Nik and Jake have always been there whenever I’ve needed them, whether it was for simple questions or more serious financial decisions.

Nik and his team are very responsive. While I appreciate their knowledge and expertise, it’s more important to me to have an advisor that responds when I call and communicates with me regularly on my portfolio. Highly recommend this team!

My mother has an annuity, but her agent ghosted her for the last few years. The annuity firm made it impossible to speak to a single dedicated person or to answer my questions. I was actually about to get my lawyer involved when I got a referral from my financial advisor to speak to Nik. Immediately, Nik and his team were able to untangle the bureaucracy and provide qualified answers and connections for my issues. Their team is VERY responsive to answer questions, and quickly took action to straighten things out. They provided sound advice on my options, regardless of their commission/benefits. I am hesitant to trust anyone, especially insurance agents, but I feel secure that they are fiduciary and well qualified. Thanks Nik and Jenny!

I've been working with Nik now for a couple of years. he's very thorough and detailed. He'll take time to get to know your entire situation at first we didn't even do business but he did keep in touch in inviting me out to his events when the time was right, we were able to move forward and I'm very happy with everything. The products that he offered was something that I have never seen before. I felt very safe with limited downside.