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Testimonials

When You Work With Metcalf Partners, You're Part Of The Family

See What Our Clients Have To Say About Us

"I cannot say enough about Jeb and his team of professionals, as they are top-notch! I have been with the firm for a number of years and could not be more satisfied. After having been with our firms over the years where all they did was make money off of me, versus making money for me, I will never regret the move to this company. Their singular focus since I joined them has and continues to be, growing my portfolio in a very positive manner, year over year.” 

Mike M. – Phoenix, AZ

“Working with Metcalf Partners has been the best decision I have made. They care about each individual no matter their income. Jeb has consistently met with me and helped me make solid decisions. He has allowed me to retire early and not worry about my finances. Highly recommend.” 

Teri D. – Overland Park, KS

“We have been clients of Jeb’s for many years. we continue to be impressed with his focus on our personal needs, preferences and circumstances. His knowledge and integrity make him a trusted financial advisor. With his guidance, we are financially secure in our retirement.” 

Ellen W. – De Soto, KS

“Throughout my long tenure of being a client with Ethan and the entire Metcalf Partners team they have always been extremely responsive and have never made me feel that their advice is skewed to benefit their company, like some other financial planners I have worked with in the past have. They are always more than willing to sit down, in person, video chat or on the phone, to explain my finances and all of the options I have when making investment decisions. I have, and will continue, to recommend them to family and friends since they truly do have your best interest in mind when giving financial advice.” 

Harold M. – Overland Park, KS

“I’ve worked with Metcalf Partners for 7 years and couldn’t be happier with the service. In every review Jeb carefully explains all my options, the potential risks and rewards, and allows me time to make decisions with which I am comfortable and that fit my goals and tolerance for risk. I would unreservedly recommend Metcalf Partners to anyone.” 

Tom G. – Peculiar, MO

“My wife and I have been with Metcalf Partners Wealth Management since they began. We took a chance, and they kept their word. Relations have always been professional, prompt, and honest. We would certainly recommend that anyone interested sit down and talk with Jeb, Eric, et al.” 

Rick and Connie B. – Blue Springs, MO

“The level of expertise and professionalism we have experienced since working with Metcalf Partners has been exceptional. We have no hesitation trusting them to do what’s best for our family and future, and we look forward to many more years of partnership!” 

Erika J. – St. George, KS

“We have been working with Eric over several years and he has continually demonstrated the long term financial expertise while focusing on client care. He is intentional in understanding us and our goals as they change, explains the complex in simple terms, and challenges us to look at multiple investment options. We are very happy with our experience and look forward to the future.” 

Andrew P. – Plymouth, MN

“Metcalf Partners Wealth Management has been key to helping my business set up retirement plans for all of my employees, as well as manage my personal portfolio. Eric and his team are always available and easy to communicate with. I feel like my investments are in good hands.”

Nick M. – Kansas City, MO

*These statements are testimonials by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

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