Testimonials

Eileen

“I’ve been with Pesta & Pesta WM for over five years now. My money was sitting for somewhere else and it wasn’t getting much attention. Somehow, I ignorantly thought that was how it worked.

Through a variety of fortunate circumstances, I moved all to PPWM. I would have been happy still assuming all was good (which it is), but Derek and his team are actively involved with their clients and their long-term goals. The knowledge they share with me is done without arrogance and speak to me in a way that I understand.

On a personal note, they are an incredibly nice group of people & make a great team. I couldn’t be more confident & happy knowing that they are helping me with my retirement strategy.”

Jan

“My husband and I have been with Pesta and Pesta for over 10 years. We retired as we planned and we are enjoying the lifestyle we wanted. Many thanks to Derek and everyone at Pesta and Pesta Wealth Management.”

Greg

“Great financial service. Derek and the staff have always been helpful and professional always concerned of our financial status. We’ve been going to Pesta & pesta for 15yrs + and will never stop. I strongly recommend them for all your financial issues.”

Doug

“Pesta and Pesta have been our wealth advisors since 2007, who’ve guided us to remain steady and balanced in our financial plan through changes in our professional, family, and health status, as well as the inevitable and sometimes volatile fluctuations in the financial market. Since Jeff made the decision to retire and Derek took the helm, the transition has been smooth. When we’re nervous, Derek is calm and focused, talking us through the various scenarios we might be contemplating and helping us to choose wisely. When we have a question or need, Derek always finds the time to listen and provides wise and thoughtful feedback and service. We stay with Pesta and Pesta because they’ve earned our trust. We highly recommend Pesta and Pesta.”

Sally

“I have been with Pesta And Pesta for many years. I get personal attention and I feel that Derek Pesta takes a personal interest in my investment through his guidance.”

Charles and Elizabeth

“Pesta & Pesta Wealth Management provides a “wealth” of information to their customers. Derek has provided us the information we need to make informed decisions on how to invest our money wisely. Our only regret is not using their services earlier in our life. We are close to retirement, so the decisions we make depend on a comfortable retirement without worry about our financial future. Derek is honest, succinct and professional. The financial planning models are easy to understand, clear and are customized to maximize ones financial goals. I recommend Derek and company to my family and friends.”