One way that Pickler Wealth Advisors ensures client-service excellence is taking place is by receiving statements of endorsement from our amazing clients. We invite you to read the testimonials below, highlighting the excellent work we do, day in and day out. It's our family delivering solutions for your family.

During my first meeting with the Pickler team I knew this was a different, superior model for managing my finances. David Pickler, the organization's founder, my attorney, accountant, and financial coordinator were at the table. Under one roof, and in one meeting, the team who would handle all my affairs were assembled. Their personalized strategies have ensured my financial security and their proactive management and notifications keep me aware of my financial help. As a widow with no children, I depend on the Picklers to ensure I'm making safe, long-term financial decisions. David has also been an advisor on several issues with my business. The convenience of having all critical services managed by a single, dedicated team at Pickler Investments has given me unparalleled peace of mind. Their commitment to excellence and reliability in every aspect of their service is truly one of a kind.

Mary G.

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The statement was provided 10/24/24 by Mary Harvey Gurley who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I want to thank Pickler Wealth Advisors for the huge assistance over the years. It’s been 15 years now and they are my CPA, Legal Team, and Wealth Managers. Those three buildings they reside in next to Collierville City Hall are full of outstanding people! They are all ROCKSTARS!!

Chris P.

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The statement was provided 01/12/2023 by Chris P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We lived in Memphis for 28 years, but retired to be closer to family in Maryland. We have been very comfortable working with David, and stayed as a client even though we now have a long-distance relationship. Meeting in-person is not convenient, but we are able to communicate through conference calls, e-mails, etc. We were able to accompany David on two trips he organized: World War Two in Europe, and the British Isles.

David S.

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The statement was provided 05/08/2023 by David S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

I highly recommend Pickler Wealth Advisors. They've handled my company's 401K for many, many years and my personal portfolio for even longer. I started with them at a time when I didn't think I had enough money to Invest and make a difference. My only regret Is that I didn't find David sooner. The wrong advisor can cost you a lot of real money In losses and lost opportunities. I would not be where I am without David and his team.

Christi K.

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The statement was provided 05/28/2024 by Christi K. who is a client and whose company handles some PR and advertising for the firm. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

When we first met with David as a potential financial advisor in 2006, I was not very trusting of financial advisors. My experience was about advisors making the most money and us not making great investments. We had no concept of big picture finances, as it was always piece-milled. David knew our apprehensions and was very patient. He said that it's about the relationship with his clients that matter. He definitely proved this to be true over and over throughout
these years. It's a peace of mind that David and his staff are there for us in every financial aspect. If you want an advisor that cares about your finances as if they were their own, please see David Pickler.

Lynn A.

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The statement was provided 05/09/2023 by Lynn A. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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