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31 Customer Reviews
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Review from Louie L
5 stars11/28/2024
We highly recommend MDRN. We approached them, after trying others, with high reservations because we were not familiar with name, they don’t have a local storefront, and we learned of them on ********. After several zoom calls with Tyler B**** he was able to overcome each of our reservations and provide some nice surprise benefits. Tyler is always a phone call or text away and actually more accessible than our local advisers. Tyler walked us patiently through every step, explaining every option, at our own speed, never applying any pressure. MDRN is truly a comprehensive financial solution. A perfect fit for us. They are not the cheapest company out there but they are handling our life’s savings and we do not not want to go cheap here. They are, however, good value. We’re convinced that we can enjoy full retirement without worrying or obsessing over our financial situation. They are FULL service, helping us selelect medicare supplement coverage, doing our federal taxes, all estate planning - Everything. We tried several other financial advisors no one does all that MDRN does, and they do it very well. We have one point of contact, Tyler B****, and he hooks us up with whoever/whatever we need. Certainly worth six star rating.
MDRN Capital, LLC Response
12/02/2024
Louie thank you so much for the kind words! We are so pleased to hear that you have enjoyed working with Tyler and also that you’ve enjoyed the fully comprehensive service offering that we have here at MDRN! We believe that is one of the greatest benefits to working with us is having all of those various aspects of your retirement planning covered and included so that you can get back to enjoying your retirement knowing all of it is being taken care of for you. We look forward to working together all throughout your retirement!Review from JOSEPH B
5 stars11/21/2024
Excellent services provided by Will C*******. We appreciate his financial assistance and expertise.MDRN Capital, LLC Response
11/25/2024
Thanks so much for the nice review Joe! We’re happy to hear that you enjoyed your planning experience with Will and look forward to many more years of continued work together!Review from Nori R
5 stars11/15/2024
I lost my husband in June of 2024 and since then have had to try to figure out how to handle our investments by myself when I didn’t even know what tax bracket we were in. In steps Drew K***** from Modern Capital and let me say how lucky I was to have found him. He laid out a plan that was understandable and calmed my fears of the stock market while still allowing for potential growth. Drew listened to my hopes for the future and put me on a path that would get me there without having to worry about money. I would highly recommend Drew K***** and Modern Capital to anyone looking for a fiduciary financial advisor.MDRN Capital, LLC Response
11/18/2024
Thank you so much Nairome for the kind words! While we feel terrible for the circumstances that brought you to us we’re so pleased to hear that Drew was able to alleviate the additional burden of finances during an already incredibly difficult time and that you feel comfortable with the plan that’s been put in place. That our biggest goal is to make sure that clients feel heard and that they feel like their specific goals were being addressed and accomplished via their plan. Thanks again and we look forward to working with you all throughout your retirement!Review from James W
5 stars11/10/2024
Will and the entire MDRN team made the transition experience very smooth and professional. Everything was explained in great detail and the whole process has been very simple to understand. I feel very confident in what has been provided for our post-retirement needs. I recommend anyone looking to ease their mind on their retirement options to consider reaching out to this company.MDRN Capital, LLC Response
11/18/2024
Can’t thank you enough for the kind words Jaime! So great to hear that you enjoyed the planning experience with Will and that you felt he made the transition process as smooth as possible. That’s always one of our biggest priorities with folks. Thank you again and we look forward to serving you all throughout your retirement!Review from Dave & Wendy F
5 stars10/30/2024
Andy Z and the rest of the staff have been so helpful and knowledgeable since we started with them. They explain things in language you can understand and take the time to answer any and all questions you may have. They have worked out many scenarios for us to help us make informed deciaions.MDRN Capital, LLC Response
10/31/2024
Dave & Wendy we are so glad to hear you’ve enjoyed your experience thus far and that all conversations were easy to understand! That’s one of the biggest things we strive for when working with clients so we’re thrilled to hear you felt that way. We look forward to continuing to work together all throughout your retirement!Review from Jill S
5 stars10/24/2024
Andy Z*** has provided me with a very effective retirement income plan. The information, real-time updates and guidance Andy gives allows me to have the utmost confidence in what I have invested. I appreciate all that MDRN Capital and Andy are doing to help me with my retirement goals.MDRN Capital, LLC Response
10/28/2024
Thanks so much for the kind words Jill! We’re thrilled to hear that you’ve enjoyed working with your financial advisor Andy and that he’s provided a 5-star level of service. We look forward to the continued work all throughout your retirement!Review from Kevin D
5 stars10/11/2024
Andy Z*** has provided me an excellent plan when it comes to my retirement. His expertise, knowledge and valuable advice has given me confidence going into my retirement. MDRN Capitol also offers expert advice when it comes to a taxation plan. I highly recommend MDRN Capitol and Andy Z*** if you are searching for investment and retirement expert advice.MDRN Capital, LLC Response
10/14/2024
Thanks so much for the kind words Kevin! We’re so happy to hear you had a great experience with Andy and the MDRN Capital team. We look forward to continuing to serve you all throughout your retirement!Review from Stephen I
5 stars09/19/2024
Can't say enough positive things about our experience with Tyler B**** and team at MDRN Capital. What particularly caught our attention was the preparation/presentation of a custom financial plan before signing any agreements. Only when we were comfortable and all our questions were answered did Tyler offer to move forward with next steps, it was not a pressured sales pitch. The plan that was presented was delivered, no surprises. Access is incredible, email, phone, text with response times that demonstrate customer service. Tyler's in depth knowledge coupled with an affable manner allayed any reservations we might have had.MDRN Capital, LLC Response
09/23/2024
Thank you so much for the kind words Stephen! We’re so happy to hear you’ve enjoyed your interactions with Tyler and felt comfortable with the plan that was put together. It is always our goal to provide a no-pressure consultative environment in our meetings so we couldn’t be more pleased to hear you felt that way. We look forward to continuing our work with you all throughout your retirement journey!Review from Vicki F
5 stars08/26/2024
Will C******* has been a great find for me in the aspect of my money and moving forward with retirement plans. He has kept me up to date on strategies moving forward and answered all my questions. I trust Will and would highly recommend him as your financial advisor. Vicki FMDRN Capital, LLC Response
08/27/2024
Thank you so much for the nice review Vicki we are so happy to hear that you’ve enjoyed your interactions with Will and the plan he put together for you. We look forward to continuing the relationship all throughout your retirement!Review from Karen M
5 stars08/06/2024
I was referred to Andrew Z*** by a friend and am so glad I took her advice. Andy and team (Anita and Renee) have been very responsive to all of my questions and Andy presented an excellent plan to get me through my ‘golden years’ and beyond! I would highly recommend MDRN and Andrew Z*** as your financial advisor. Karen MMDRN Capital, LLC Response
08/07/2024
Thank you so much for the kind words Karen! We are so glad to hear that you had a great experience with Andy and the team and we look forward to working together all throughout your golden years!
Customer Review Rating
4.87/5stars
Average of 31 Customer Reviews
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