Analyzing 5,399,7095.4M ReviewsFor 14,50414.5K Experts
Google reviewers rate SageSpring Wealth Partners 4.8 out of 5 based on 24 reviews, with the owner responding to 29 percent of comments. Clients frequently praise the firm's holistic approach, which includes financial planning, tax preparation, and legal services under one roof. Many highlight the team's patience, clear communication of complex strategies, and prompt responsiveness to inquiries. However, one low-star review criticizes long wait times for initial appointments and a lack of communication when an advisor failed to show up for a scheduled meeting.
Data from Google, last updated October 26, 2026.
Reviews from Google, shown as published (original wording, unedited).
We read 24 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Travis came highly recommended to us in a time we needed alot of support and guidance on an overwhelming amount of legal & financial paperwork in the…”
“We have confidence in Travis because of his integrity, trustworthiness, consistency and honesty.”
“He is irreplaceable with his multifaceted expertise and his desire to really listen to his clients.”
“Southwest has been quick to return calls, accommodate my schedule, listen to my concerns and offer advice.”
“He sat down and explained our options in an educated, yet simple way that we could understand!”
“Keep up the good work!”
praise complaint · found by our text analysis, Google review wording unchanged.
It took me 2- 2 1/2 months to get an appointment with Travis. I show up to my appointment just to be told he isn’t there and won’t be in for the day. Apparently he had an appointment he had to be at but didn’t have the decency to inform a potential client.
Timothy Johnson was FANTASTIC! He sat down and explained our options in an educated, yet simple way that we could understand! We left the meeting feeling like we had a plan to move forward! HIGHLY recommend!!!
Travis Cullman has been our families financial advisor for over three years and every member of his team has been a joy to work with. Travis came highly recommended to us in a time we needed alot of support and guidance on an overwhelming amount of legal & financial paperwork in the midst of shock and grief. He has continued to help us navigate through very difficult and unusual circumstances. We have confidence in Travis because of his integrity, trustworthiness, consistency and honesty. He is driven, meticulous and gifted in numbers, investments and advising! I cannot recommend Travis's stewardship enough! He is irreplaceable with his multifaceted expertise and his desire to really listen to his clients.
Matt DeGraff was kind and helpful when we talked about our financial planning.
Timothy Johnson has been our financial advisor for a couple of years now, and we could not be more grateful for all that he's done for us. Preparing for your future is intimidating, especially when it comes to finances. However, we are fully confident Tim will always guide us to the best option for us in stewarding our finances well. He listens well, answers all of our questions honestly and with grace, and gives us peace of mind. My husband and I highly recommend this group and Tim especially!
Southwest has been quick to return calls, accommodate my schedule, listen to my concerns and offer advice. Thank you Southwest!
Luke Powers and Travis Cullman have been fantastic advisors for our family. They are patient when we ask questions and act quickly when we need anything. They take the time to play through all scenarios when making financial decisions which is much appreciated. I would highly recommend this team!
I have been working with Travis for over 3 years and have been very happy with the performance of my portfolio and extremely pleased with Travis and his team. He is a Dave Ramsey Endorsed Local Provider for a very good reason.
Travis and his group are amazing! I recommend them to all my friends and family.
Luke is prompt, professional and personable. He listens well and helps with my personal needs, refreshing!
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Analyzing 5,399,7095.4M ReviewsFor 14,50414.5K Experts