Testimonials

What Our Clients Are Saying.

I met Ryan when he roved in at my station, and we started talking about the economy and this crazy world we live in. Additionally, I shared my concerns about investing my hard-earned money. He gave a different perspective that I really appreciated and needed to hear because my accounts weren’t doing well at my current advisors. We continued talking and after a couple chats, I decided to go with him. He understood my situation and new how important it was for me to improve my situation as I was nearing retirement. I couldn’t be happier working with Ryan and his wife Kate.  They are a great team and have my best interest at heart.”

S. Podzielny, client since 2023

I have been with Ryan and FirstLine for over 4 years now. The main reason I decided to go with Ryan is because he is different in approach from the other financial planning businesses. When other companies would visit the station, it was the same story. Max out, diversify. Ryan and I would have discussions on investment philosophy, and long-term planning that fit me and my family dynamic. He was also the first to discuss options outside of deferred comp. Ryan always has time for me and my questions, and unlike the other companies, I have never felt like a number. I recommend Ryan and FirstLine for your financial planning needs.”

J. Meier, client since 2018

Ryan Larson and FirstLine Financial are outstanding! Ryan really cares about his customers by providing personal attention to their financial needs and goals. My financials are a personal matter to me and FirstLine Financial go above excellence in customer service by providing one on one attention. Its not about money in their pocket, but its about money in my pocket and if I am secure in my portfolio. I have been a customer for years and I am very pleased with the Ryan and his employees in making me feel I am not just another number, instead they make me feel like I am one of the family…and family takes care of family.”

V. Martinez, client since 2015

Making the decision to Retire early and allow all our savings/investments to be managed by someone other than myself was not easy. After one meeting with Ryan, it was clear he understood all our concerns. After learning more about Ryan’s investment model (foundation, walls and roof) and the risk factor he calculated for us, it was an easy decision to choose Ryan as our financial advisor. That was approximately 2.5 years ago and we could not be happier.”

M. and M. Shostek, client since 2019

It’s inspiring to hear a true life story of someone that has made a life of caring, giving and sharing.” 

Neil A. Green, President & CEO, JABOY Productions, LLC

Ryan has been my financial advisor and friend for more than five years.  During that time, he has introduced me to several investment opportunities which matched my objectives. He is quite knowledgeable in a wide variety of investment institutions. I look forward to our meetings, as Ryan is always prepared, and has a friendly and professional manner. I have recommended Ryan to others and will continue to do so.”

T. Fuller, client since 2017

I have known Ryan for several years and I have come to know Ryan as an exemplary person in todays world.  As a financial advisor, Ryan displays the key character attributes desired by investors; Service (exemplified by his service as a first responder), respect for family values, honesty and a sense for business opportunity.  The combination of these factors, in my opinion, make the choice of a financial advisor much easier.  I’m grateful to know Ryan.”

Howard Hill, Executive in the Financial Advising Industry