Reviews
8 Customer Reviews
Review from Steven W
5 stars01/23/2025
My wife and I feel very fortunate to be working with Scott. We have had a number of meetings with him and while he is always well prepared, his biggest attribute is that he is so easy to talk to. We have a great plan put together and look forward to working with Scott and Encompass Advisory Services through the years. We highly recommend that you do the same.
Encompass Advisory Services, LLC Response
01/29/2025
Thank you Steve! We work hard to make complex topics simple and easy to understand so you feel like you are empowered to make the best decisions for you. It's been an enjoyable experience walking you through your options and helping you implement a retirement income strategy,Review from Timothy L
5 stars09/23/2024
Scott has been very well prepaired to discuss our finances. We started slow cause I just dont want to be pushed when it comes to making these decisions. Scott explained what he will do and figured out if we had enough money to live our life the best wAY WE CAN. He said we could but I still had a hard time turning everything over to him but I did and we are moving ahead now.. We are very pleased with how we are doing with the high percent dividend investments we have made todate.Encompass Advisory Services, LLC Response
09/27/2024
Tim making a decision to transition your investments is not easy and not one to be taken lightly. That's why we use a defined process with an educational approach, you know exactly what to expect without any sales pressure. I look forward to the opportunity to walk you through your retirement! - ScottReview from Bosco S
5 stars02/14/2024
Scott has been a well informed, well educated financial advisor to me. He has been patient, kind and understanding through out my planning process. It’s not just about the numbers for Scott, but the human element that he brings to the job. Scott is a true professional in his approach to financial planning and makes you feel secure knowing that your life goals are being taken care of with Scott’s expertise.Encompass Advisory Services, LLC Response
02/15/2024
Bosco, thank you for noticing. We strive to treat each client the way we would want to be treated. Knowing that financial planning and wealth management can get a bit nerdy due to all the technical information, we believe being personally involved and making the information relatable creates a more enjoyable experience.Review from John B
5 stars01/24/2024
Scott has been great to work with. He is knowledgeable, down to Earth, and responsive. He has even gone the extra mile to assist us in ways we wouldn't necessarily expect. Financial stress is a challenge for many families. It's a comfort to know that there are folks like Scott and organizations like Encompass that take seriously their responsibilities as fiduciaries. Thanks Scott!Encompass Advisory Services, LLC Response
01/25/2024
John, thank you for your kind words. We believe in providing a personal touch to every family we serve. I'm looking forward to continuing to serve you all. It's been a pleasure to get to know and work with you and your family!Review from Benjamin P
5 stars10/26/2023
Scott is an absolute blessing. My wife and I had no clue where to start when discussing investments. We both had 401k and other investment accounts in various places but had no clue as what to do with them. Scott helped us clearly define our goals and how best to accomplish them for retirement. Scott’s experience and expertise put us on the right track. Consolidating accounts and moving the funds to best suite our needs and comfort level. Now I clearly understand where my money is and why it is in the specific accounts. My wife and I are 100% more comfortable now that we have Scott to manage our accounts. Thank you for everything Scott. Your awesome.Encompass Advisory Services, LLC Response
10/30/2023
Ben, It’s been a pleasure to serve you and Jen. I’ve enjoyed the opportunity to help you all get organized and develop a retirement strategy.Review from Janie S
5 stars10/19/2023
I signed up on an ********* advertisement for numerous financial companies and that is were it all began. Scott was very professional and attentive. He explained all options and programs available in detailed so that I would understand what I was signing up for. We met in person several times and had numerous **** meetings over several months prior to me agreeing to use his company. He was always available to answer my questions. I am very happy with my decision in choosing Scott and EAS. I highly recommend Encompass Advisory Services, LLC.Encompass Advisory Services, LLC Response
10/20/2023
Thanking you for putting your trust in us to support your retirement and investment strategies. I look forward to helping you enjoy your retirement!Review from Alyson M
5 stars10/18/2023
We are very pleased with Encompass Advisory Services. We have quarterly meetings to go over our portfolio. Our advisor is only a phone call away.Encompass Advisory Services, LLC Response
10/19/2023
Thank you Alyson! We've enjoyed the opportunity to serve your financial planning needs.Review from Jeffery G
5 stars10/16/2023
Great guy! Takes all the time I need to make sure I understand my choicesEncompass Advisory Services, LLC Response
10/17/2023
Jeff, We have enjoyed the opportunity to help you develop your retirement plan. Thank you for trusting us to serve your needs. - Scott
Customer Review Rating
Average of 8 Customer Reviews
Contact Information
Want a quote from this business?
Get a Quote
Customer Reviews are not used in the calculation of BBB Rating
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.