Testimonials — Seven Springs Wealth Group

Client Testimonials

"I truly believe that Jeremy has my best interest in mind and I would not be as financially successful as I am today without his advice, counsel and listening ear that he has provided over the years to me and my family."

verified client since 2015
"The strongest indication of my confidence and trust in Jeremy is that I have connected both of my sons with Jeremy as clients."

verified client since 2008
"Matt is extremely honest, kind, hard-working, friendly, and professional."

verified client since 2022
"Jeremy is not only very good at what he does, but he is also a caring and empathetic man with a lot of integrity in everything he does. He is trustworthy, loyal, and has built a great team of excellent professionals to work with. I can highly recommend him!"

verified client since 2000
"They have been our advisor for over twenty years. They are honest, trustworthy and responsive. They initially started with financial planning, moved to retirement planning and facilitating will and special needs trusts. The well credentialed support staff maintains the excellent relationships through timely responses to questions or offering advice. They are the best."

verified client since 2000
"Matt optimized my company’s retirement plan. He tailored my retirement plan to my personal risk and goals. I’ve had a great experience working with Matt."

verified client since 2018
"Jenny, and the whole team, provide a comfort level to our finances, that in a nutshell, we don't worry about it!! We know that our money is being managed as if were Jenny's money!!!"

verified client since 2006
"I trust Jeremy and that he has my best interests in mind. He’s also knowledgeable about the market and has a good team around him."

verified client since 2007
"Matt is thoughtful, reassuring, and answers questions clearly. He has helped me think about med student loans. As I have been in training helped adjust finances for that and for income to change in future."

verified client since 2022
"We have worked with Jeremy for many years, he has been excellent in every way. Good listener, eager to assist, brain storm solutions together, always available to advise. There is no one else we would wish to work with."

verified client since 2002
"Matt works diligently to stay abreast of topics in his field. He is quick to respond, a great listener, and truly feels like a cheerleader and coach in our corner. I am more confident about our assets and retirement than I have ever been, all because of Matt."

verified client since 2022
"The thing that I do share with friends and family about Jeremy Hutzel is that I trust him. I have worked with and entrusted Jeremy with my assets for over 20 years and can honestly say he has earned the trust I place in him."

verified client since 2004
"Matt spent time understanding our position and goals. He also helped manage the plan through a career change. I have been very satisfied, Matt is definitely working in our best interests."

verified client since 2022
"I feel confident and reassured that they have carefully and wisely managed my assets through the years. Jeremy Hutzel and his team have implemented the appropriate investment strategy necessary to increase and sustain my wealth in the long term. I also learned from them and received pertinent information on estate planning, taxes, and wealth development for my children."

verified client since 2016
"Jenny is a very approachable and relatable advisor that helps educate and guide you through opportunities and support for financial health/wealth. I feel she is an extension of my family and makes me feel incredibly comfortable sharing confidential and personal information to ensure we are making sound decisions for our future. I am comfortable leaving all the analysis in her hands making it easy for me to focus on other aspects of my professional and personal life."

verified client since 2018
"I've known Matt for over 10 years as we started out as friends. I tried investing on my own, but did not have the time to devote to it. Matt was an easy choice of financial advisor for me as I trust him not only on a personal level but also on a professional one. He understands where I am in life and tailors my investments to my goals and situation. Would highly recommend his services to anyone."

verified client since 2022
"Jeremy tailored our plan based on our retirement goals and current college expenses. We’ve been clients for over 15 years. Jeremy is good at explaining things we don’t know about, and guiding us in making financial decisions. Plus, he’s a really nice guy!"

verified client since 2008
"Jenny is available when I need her. I trust her implicitly, and have shared many personal details I would not share with but very few people. She never passes judgment, just seeks a solution."

verified client since 2014
"Jeremy works hard to meet your financial goals for you to be successful at life. Jeremy creates a capable portfolio based on deep analysis of the markets current and past directions using all resources available to him to double, triple and quadruple confirm the directions he sets for your portfolio. Jeremy involves his team at Seven Springs wealth group to support your portfolio. This team support network expands your portfolios success rate with several team members supporting your life's financial goals. This team approach to your portfolio is what makes you and your investments feel like more part of a family that cares about the security of your years of hard work. My whole family knows this for a fact. We all utilize Jeremy and seven springs wealth group for our financial success in life."

verified client since 2000
"Our advisor has assisted us in understanding the benefits offered from our employer such as deferred compensation plans and stock offerings and how those fit into the overall portfolio even though those benefits are not directly managed by our advisor."

verified client since 2004
"I always look for a true partner that is interested in helping us reach our long terms goals in all aspects - investment, estate, taxes etc. Jeremy and his team have been that partner since day one and have helped us reach new levels from a net worth perspective - well on our way to exceeding any of our original goals and expectations."

verified client since 2003
"We have partnered with Seven Springs Wealth Group for 19 years. During that time they have helped us navigate college expenses for our kids, estate planning, charitable giving tax shelters, and investments preparing us prior to, and after, retirement. We are now enjoying retirement and doing all the things we want to do without financial worries. Beyond their support for me and my wife, our kids are now starting their financial journeys with SSWG."

verified client since 2004
"Matt is a very good listener and he explains things we do not understand clearly. He does not sway us towards a certain decision but allows us to see the pros and cons of each option available. He is very proactive in following through with plans and we’ve never felt any pressures, whatsoever. It also helps that he is easy to reach."

verified client since 2022
"Jenny is an excellent communicator, very knowledgeable, very thorough, open and honest, listens to our questions and answers in a way we can understand, very patient, very easy going personality who can relate to her clients rather than just being a numbers person, she truly cares about our plan and dreams and always has creative solutions for us to get there, gives great advice for other needs and referrals, (Medicare help), SO PROFESSIONAL! We will never leave!"

verified client since 2021
"Our advisor understands our company policies and requirements of an executive. As we have changed our companies, our advisor also changed our investment strategy and retirement strategy to align with my role as an executive at a large corporation."

verified client since 2017
"The advisor, when I was active, worked with me to develop an after-career retirement plan. My earnings when retired was considerably less than my working income and a plan to help us live comfortably with a reduced income level. Also, insurance needs and Long Term Care was taken into consideration."

verified client since 1998
"Advisor is very trustworthy, not making decision based on his interests but in the clients interests always… also long term oriented for the relationship. 100% trust in professional acumen AND ethics."

verified client since 2016
"Jenny is extremely personable, so knowledgeable, and thoughtful. She makes us feel like we’re the only clients she has when we’re there. Jenny gives 110% to every aspect of her profession."

verified client since 2016
"What can I say? Jeremy and his team are the main reason that we have met all of our financial goals.Jermey & his team provide a holistic approach to their advice and planning. They are not just a broker, but a complete trusted advisor."

verified client since 2004
"Knowledgeable, available, effective, comprehensive, caring."

verified client since 2008
"Advisor is very trustworthy, not making decision based on his interests but in the clients interests always… also long term oriented for the relationship. 100% trust in professional acumen AND ethics."

verified client since 2016
"Jenny is always there when I need her, always responsive & helpful. She’s a great person as well as great advisor."

verified client since 2021
"I trust everyone at Seven Springs and sleep well at night without fear of market swings, they have a good plan and execute it daily. Seven Springs tailors there advise to every client based on a very in depth Q&A assessment of financial knowledge, risk acceptance, and input from in our case husband and wife. I was an executive and they were very familiar with my benefits and plans offered which provided me an extra level of confidence."

verified client since 2017
"Our advisor has a broad understanding of not only investments, but also many areas someone needs to prepare for their future and goals. I see them as Financial advisors that act like a Family Office."

verified client since 2004
"Jeremy and his team are very good at communicating their strategies and customizing our investments and financial planning to our preferences while offering recommendations on how to improve and refine over time."

verified client since 2021
"Our family is very pleased with our experience and fully trust the Seven Springs team to keep our best interests in mind and staying on top of what needs to be done to accomplish our goals."

verified client since 2021
"I have been with Jeremy and the team for over ten years. Not only are they highly skilled financial planners, they make you feel like you are the only client they have. It’s rare to find that combination of technical expertise and personal relationship skills. I have total trust that they are operating with my best interests in mind and honestly wish I would have found them sooner!"

verified client since 2013

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Seven Springs Wealth Group reached out to clients via email requesting voluntary feedback and no cash or non-cash compensation is provided. The presented testimonials are from current Seven Springs Wealth Group clients and were obtained via a third-party website. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

This list of largest financial planners ranks Nashville-area financial planning firms by total local investment assets from July 2022 - June 2023. Information was obtained from firm representatives and no cash or non-cash compensation was provided. Information on The List was supplied by individual companies through questionnaires and could not be independently verified by the Nashville Business Journal (NBJ). Only those that responded to NBJ inquiries were listed. In case of ties, companies are listed alphabetically. The Nashville area is defined as: Cheatham, Davidson, Dickson, Montgomery, Robertson, Rutherford, Sumner, Williamson and Wilson counties.

Client Testimonials

"I truly believe that Jeremy has my best interest in mind and I would not be as financially successful as I am today without his advice, counsel and listening ear that he has provided over the years to me and my family."

"The strongest indication of my confidence and trust in Jeremy is that I have connected both of my sons with Jeremy as clients."

"Matt is extremely honest, kind, hard-working, friendly, and professional."

"Jeremy is not only very good at what he does, but he is also a caring and empathetic man with a lot of integrity in everything he does. He is trustworthy, loyal, and has built a great team of excellent professionals to work with. I can highly recommend him!"

"Matt optimized my company’s retirement plan. He tailored my retirement plan to my personal risk and goals. I’ve had a great experience working with Matt."

"Jenny, and the whole team, provide a comfort level to our finances, that in a nutshell, we don't worry about it!! We know that our money is being managed as if were Jenny's money!!!"

"I trust Jeremy and that he has my best interests in mind. He’s also knowledgeable about the market and has a good team around him."

"Matt is thoughtful, reassuring, and answers questions clearly. He has helped me think about med student loans. As I have been in training helped adjust finances for that and for income to change in future."

"We have worked with Jeremy for many years, he has been excellent in every way. Good listener, eager to assist, brain storm solutions together, always available to advise. There is no one else we would wish to work with."

"Matt works diligently to stay abreast of topics in his field. He is quick to respond, a great listener, and truly feels like a cheerleader and coach in our corner. I am more confident about our assets and retirement than I have ever been, all because of Matt."

"The thing that I do share with friends and family about Jeremy Hutzel is that I trust him. I have worked with and entrusted Jeremy with my assets for over 20 years and can honestly say he has earned the trust I place in him."

"Matt spent time understanding our position and goals. He also helped manage the plan through a career change. I have been very satisfied, Matt is definitely working in our best interests."

"Jeremy tailored our plan based on our retirement goals and current college expenses. We’ve been clients for over 15 years. Jeremy is good at explaining things we don’t know about, and guiding us in making financial decisions. Plus, he’s a really nice guy!"

"Jenny is available when I need her. I trust her implicitly, and have shared many personal details I would not share with but very few people. She never passes judgment, just seeks a solution."

"Our advisor has assisted us in understanding the benefits offered from our employer such as deferred compensation plans and stock offerings and how those fit into the overall portfolio even though those benefits are not directly managed by our advisor."

"Our advisor understands our company policies and requirements of an executive. As we have changed our companies, our advisor also changed our investment strategy and retirement strategy to align with my role as an executive at a large corporation."

"Advisor is very trustworthy, not making decision based on his interests but in the clients interests always… also long term oriented for the relationship. 100% trust in professional acumen AND ethics."

"Jenny is extremely personable, so knowledgeable, and thoughtful. She makes us feel like we’re the only clients she has when we’re there. Jenny gives 110% to every aspect of her profession."

"What can I say? Jeremy and his team are the main reason that we have met all of our financial goals.Jermey & his team provide a holistic approach to their advice and planning. They are not just a broker, but a complete trusted advisor."

"Knowledgeable, available, effective, comprehensive, caring."

"Advisor is very trustworthy, not making decision based on his interests but in the clients interests always… also long term oriented for the relationship. 100% trust in professional acumen AND ethics."

"Jenny is always there when I need her, always responsive & helpful. She’s a great person as well as great advisor."

"Our advisor has a broad understanding of not only investments, but also many areas someone needs to prepare for their future and goals. I see them as Financial advisors that act like a Family Office."

"Jeremy and his team are very good at communicating their strategies and customizing our investments and financial planning to our preferences while offering recommendations on how to improve and refine over time."

"Our family is very pleased with our experience and fully trust the Seven Springs team to keep our best interests in mind and staying on top of what needs to be done to accomplish our goals."

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