REVIEWS

What Our Clients Are Saying

5 blue stars

5.0 out of 5 stars on Google

  • Donna ★ Featured Review

    4 out of 5 stars

    SoTellUs
    Excellent experience working with Lisa! Great product!
  • Brent ★ Featured Review

    5 out of 5 stars

    SoTellUs
    I feel very comfortable dealing with Lisa at Blackwell Financial. She truly seems to have my best interest in mind. She explains my options and what she recommends.
  • Alice ★ Featured Review

    5 out of 5 stars

    SoTellUs
    I LOVE Blackwell Financial because Lisa explains my options and helps me to understand, especially since I’m doing this on my own since my husband passed away. I have full confidence in her trustworthiness and ability. She made me a folder where I have everything in one place and answers all my questions.
  • Bob Cockrell ★ Featured Review

    5 out of 5 stars

    Google
    Knowledgeable, helpful and personable. Provides good insight on investment options and reliably schedules annual contract reviews, which is unusual in my experience.
  • Raphael

    5 out of 5 stars

    SoTellUs
    Their knowledge kind friendly
  • Jan

    5 out of 5 stars

    SoTellUs
    Very comfortable setting. Lisa listens to you and genuinely cares for her clients. I trust them and will only invest through Blackwell Financial.
  • Melissa

    5 out of 5 stars

    SoTellUs
    They are knowledgeable about their product. They are professional and organized and they do not rush. They take things step by step answering questions along the way.
  • Pam Martin

    5 out of 5 stars

    Google
    Very please with the professionalism of the team, regular update, very good investment to this point.
  • Fred

    5 out of 5 stars

    SoTellUs
    Fantastic service, great advice.
  • Jolee

    5 out of 5 stars

    SoTellUs
    I love Blackwell financial! Lisa and her team get me, know my struggles and are here to help me have the best retirement possible!
  • Garry

    5 out of 5 stars

    SoTellUs
    Excellent through the beginning and the closing of my financial investment
  • Shelia

    5 out of 5 stars

    SoTellUs
    I love Blavkwell Financial because they explained everything and answer all our questions. They treat us like family.
  • Jean

    5 out of 5 stars

    SoTellUs
    The staff is so cordial thorough and dedicated professional. Excellent experience very confident in their offerings best we ever had. I’m assured they will do right by being with this agency.
  • Harold Woody

    5 out of 5 stars

    Google
    You will not find a more outstanding team than Blackwell. They truly have your best interest in mind and go the extra mile to make sure everything is top notch. Would recommend them to ANYBODY that needs investment opportunities. The best part is the personal touch. You are a person…. Not a number. Can’t say enough good things about them.
  • Laurie

    5 out of 5 stars

    SoTellUs
    Easy to work with and explained the product and services well.
  • Paul

    5 out of 5 stars

    SoTellUs
    Friendly and caring people. Lisa and Devonte walked us through the whole process. All of questions were answered clearly. We are very happy with the results.
  • Ginger Shouse

    5 out of 5 stars

    SoTellUs
    We love working with Lisa, Devonte and all the Blackwell Financial support team. They are very knowledgeable, personable, and truly care about their clients financial security.
    Though Blackwell Financial has many clients, we always leave feeling we are an important and valued member of the Blackwell Financial family …a feeling I’m sure felt by ALL their clients!
  • Carol

    5 out of 5 stars

    SoTellUs
    Great people to work with! Discuss finances in language I can understand.
  • Leah

    5 out of 5 stars

    SoTellUs
    Friendly and professional from front to back. Process for rollovers were made easy.. I enjoyed working with everyone there and look forward to future encounters with money management.
  • Larry

    5 out of 5 stars

    SoTellUs
    My experience with Blackwell has been exceptional! Very person centered and down to earth interactions.
  • Linda

    5 out of 5 stars

    SoTellUs
    Service is always prompt, professional, and personalized!
  • Ed

    5 out of 5 stars

    SoTellUs
    Very good. Thanks
  • June Fugate

    5 out of 5 stars

    Google
    Best service and benefits.
  • Elaine

    5 out of 5 stars

    SoTellUs
    Very positive experience. I found Lisa to be approachable, knowledgeable and very, very patient.
  • Ronnie Creasy

    5 out of 5 stars

    Google
    The whole team was great. Explained everything in a way we could understand, even gave recommendations for future investments. Very friendly and knowledgeable. I would definitely recommend them to others
  • John

    5 out of 5 stars

    SoTellUs
    Recently, I transferred my retirement funds to Blackwell Financial, and I have been thoroughly impressed with their investment strategy and financial planning services. Lisa, Devonte, Christy, and Leighanne have exceeded my expectations with their friendly, professional customer service, personalized attention, and exceptional communication.
    The transfer process was seamless, straightforward, and well-explained, which made setting up my account very easy.
    Overall, my experience has been outstanding. I would highly recommend Blackwell Financial to anyone seeking financial planning or new investment opportunities. I look forward to continuing my financial journey with them.

    Jon Wilson
  • ?

    5 out of 5 stars

    Google
    Recently, I transferred my retirement funds to Blackwell Financial, and I have been thoroughly impressed with their investment strategy and financial planning services. Lisa, Devonte, Christy, and Leighanne have exceeded my expectations with their friendly, professional customer service, personalized attention, and exceptional communication.
    The transfer process was seamless, straightforward, and well-explained, which made setting up my account very easy.
    Overall, my experience has been outstanding. I would highly recommend Blackwell Financial to anyone seeking financial planning or new investment opportunities. I look forward to continuing my financial journey with them.

    Jon W.
  • Rae

    5 out of 5 stars

    SoTellUs
    We found the type of investment we were looking for, in our retirement years. Received good information without pressure…
  • Matthew

    5 out of 5 stars

    SoTellUs
    They were very helpful and very easy to work with. They were able to help me navigate my retirement funds and set me up into the right direction. I would highly recommend them to anyone.
  • Richard

    5 out of 5 stars

    SoTellUs
    Great. Loving people who cares and take the time to explain and answer all your questions.
  • Daniel

    5 out of 5 stars

    SoTellUs
    Lisa Blackwell has been consistently building our trust by her continuous efforts to find the best ways to secure our financial and investment needs over the years we’ve been working together. The comfort and confidence we enjoy about our financial future is largely attributable of her!
  • Bill

    5 out of 5 stars

    SoTellUs
    My interactions have always been positive. Information is clear, concise. and helpful.
    A genuine please to do business with friendly people..:
  • Becky

    5 out of 5 stars

    SoTellUs
    I’m very happy with the employees and owner based on how they are truly interested in helping their clients to obtain quality products to achieve their financial goals. Everyone is friendly, personable and looking out for clients best interests without any hard selling.
  • Jake Mckenna

    5 out of 5 stars

    SoTellUs
    I have worked with several advisors in the past and of all of them.Lisa's been the one I have trusted the most.He's been helpful both for me and I actually have my son doing some stuff for her and I would recommend her for anybody
  • John Martell

    5 out of 5 stars

    SoTellUs
    Very good.
  • Karen

    5 out of 5 stars

    SoTellUs
    Feel confident that my money is in good hands. Blackwell Financial is always looking for the best option for transfers for better return on monies.
  • Franco Theatre

    5 out of 5 stars

    Google
    Whether you are super-savvy or just a novice when it comes to financial planning, Blackwell Financial is the perfect choice. The staff is friendly and caring, and Lisa is extremely knowledgeable—partnering You with a plan that is tailored to your individual needs. ~Franco~
  • Janet

    5 out of 5 stars

    SoTellUs
    I love working with Blackwell Financial as they are very knowledgeable and kind.
  • mark jeffrey

    5 out of 5 stars

    Google
    After dealing with other financial consultants it became obvious Blackwell financial was clearly the best choice. If you want honesty and integrity at its highest level Lisa is your clear winner. Planning for retirement or other investments Blackwell has you covered and with personal consultation and market strategy that she Taylor’s to your needs and personality. If you want the security of knowing someone has your back, I promise you will not be disappointed with Blackwell financial.
  • Marvin Wade

    5 out of 5 stars

    SoTellUs
    I highly recommend Lisa if you desire to protect your retirement savings.
  • Debbie

    5 out of 5 stars

    SoTellUs
    Lisa Blackwell is friendly and knowledgeable. It was a very pleasant experience.
  • Anne

    5 out of 5 stars

    SoTellUs
    Lisa Blackwell is very informed, helpful, patient and reliable. She goes the extra mile. I would recommend her highly.
  • Inez

    5 out of 5 stars

    SoTellUs
    Lisa is friendly and trustworthy along with a depth of knowledge that helped me select the annuity that would best serve me.
  • Connie & Don

    5 out of 5 stars

    SoTellUs
    I love Blackwell Financial because Christi & Lisa are so professional, knowledgeable & pleasant! I would highly recommend them to anyone!
  • Margie

    5 out of 5 stars

    SoTellUs
    I've enjoyed working with Blackwell Financial. Lisa is knowledgeable, friendly, down to earth, and not pushy at all. She was very thorough, timely with responses, and professionally authentic. Her staff is equally professional. The product is great and perfect for what I needed. Her seminars are informative and have some really good food. I recommend you check her out.
  • Adriane

    5 out of 5 stars

    SoTellUs
    She is very personable and great to work with!
  • Chris

    5 out of 5 stars

    SoTellUs
    I’ve been working with Blackwell Financial for a number of years and I’m very happy with the results. If you’re looking for investment opportunities I highly recommend you give them a look.
  • Don

    5 out of 5 stars

    SoTellUs
    Always helpful to explain and answer questions even the stupid ones !
  • Diana

    5 out of 5 stars

    SoTellUs
    I love Lisa and Chrissy, they are very great to work with.
  • Bob

    5 out of 5 stars

    SoTellUs
    So far so good I love the way you do Business thanks so much. Ma God continue to bless you.
  • Bill

    5 out of 5 stars

    SoTellUs
    Good
  • Anonymous
    Facebook
    Awesome customer service, making retirement simple. They help protect your Retirement!
  • Gershon

    5 out of 5 stars

    SoTellUs
    Very good for sure!
  • Rose Croft

    5 out of 5 stars

    Google
    As a retired licensed investor my husband and I trust Lisa to take care of our investments. She is knowledgeable and writes for investment companies I trust. I have also referred friends and former clients to Lisa. Lisa is professional and keeps up to date with current trends in the market. She is also very dear friend.
  • Michelle

    5 out of 5 stars

    SoTellUs
    I love Blackwell Financial because Lisa takes the time to see that the products you are interested in are a good fit for you.
  • solo willie

    5 out of 5 stars

    SoTellUs
    Lisa is the BEST !!! She greets me with a smile and very pleasant personality. Our conversation activates her selection of choices for my best financial outcome. Her caring for me does not stop with our office visit, she reaches out as new or improved investment opportunities become available. Lisa truly is a lifelong partner.
  • MJ

    5 out of 5 stars

    SoTellUs
    Awesome so happy we went to meeting to find out about Blackwell Financial. Really was a great experience and looking forward to using them as our financial advisor.
  • Terri B

    5 out of 5 stars

    SoTellUs
    Lisa and her staff are so helpful and knowledgeable. I appreciate the fact that they take the time to take my calls and make appointments with me even though I am not one of their highest net worth clients. I like the products offered by Blackwell Financial as well.
  • D D

    5 out of 5 stars

    SoTellUs
    Lisa is very friendly, professional, informative, and knowledgeable. Always have time to answer questions, offer suggestions. I have referred friends to her and they have referred Lisa to others.
    Give her a call, you won't regret it!!
  • Mark and Cindy Layman

    5 out of 5 stars

    SoTellUs
    Lisa is the best. She always stays in touch with you concerning possible new investments. She is easy to understand when explaining where your money is going and how it can increase as it matures. Great advisor, great person.
  • Brad Hill

    5 out of 5 stars

    SoTellUs
    My wife and I have been extremely impressed with Lisa and all associated with Blackwell Financial . We had been looking for years for someone that "fit" not only our needs financially but also our trust. Lisa and her staff have time and time again impressed us with their willingness to give us personal attention. If you are looking for someone who treats you like family then look no further. We are blessed to be part of the Blackwell Financial family.
  • Joe Colosimo

    5 out of 5 stars

    SoTellUs
    I believe that Lisa and her team are very interested in helping all the folks they encounter financially and with any aspect of their lives. They truly are exceptional in the way they conduct satisfying the needs of their clients. Lisa's knowledge of the complexity of global economics, monetary, and fiscal government policies is impressive. I have recommended contacting Lisa regarding financial needs to my friends and family. Thank you Lisa.
  • Richard Van Dyk, Sr.

    5 out of 5 stars

    Google
    Blackwell Financial Services are truly professionals. Lisa is very knowledgeable about the different financial products. She is very compassionate about looking after her clients. Plus, you never have to pay a fee. That is taken care by the companies of the products she offers.
  • David Shively

    5 out of 5 stars

    SoTellUs
    Easy to work with and very informative.
  • Vickie Walrond

    5 out of 5 stars

    Google
    Lisa has been very helpful and knowledgeable in guiding me with investments. She's very personable and thoroughly explains everything. I definitely recommend her as an investment advisor who can be trusted.
  • Melanie Lynne

    5 out of 5 stars

    SoTellUs
    They were so easy to work with. I was thankful for the easy breakdown they provided of a process I find difficult to understand. They listened to my concerns and goals and made them happen for me. Highly recommended!
  • Regina Naff

    5 out of 5 stars

    SoTellUs
    Friendly, helpful,clearly explained everything.
  • Carletta Kemp

    5 out of 5 stars

    SoTellUs
    I have loved and trusted Blackwell financial since the first time I had dealings with them. I have recommended them to friends of mine and will continue to do so.
  • L Noell

    5 out of 5 stars

    SoTellUs
    Lisa listens first and THEN suggests a product that best suits your circumstances.
  • Melody Williams

    5 out of 5 stars

    Google
    Our experience with Blackwell Financial has been amazing. Lisa is very knowledgeable, kind, professional, and thoughtful. The advice she has provided has been spot on and most helpful.
  • David Walker

    5 out of 5 stars

    Google
    Lisa is friendly, humorous, and personable. More than anything she is professional and very serious about helping people make money.
  • Anonymous
    Facebook
    Lisa and her team truly put their customer’s needs and financial wellbeing as top priority. Also, they show their appreciation for their customers by having special events. If you are looking for a friendly, local company to work with, contact Lisa.
  • Juliana Cox

    5 out of 5 stars

    SoTellUs
    I have attended a couple of these financial events in the past. For some reason I didn’t get that vibe to want to work with those advisers. When I went to the event for Blackwell Financial I felt like she was sincere and really cared. From our first one on one meeting to the meeting that I received my policy Lisa and her team did what they said they were going to do when they said they were going to do it. I highly recommend them.
  • Mark McAllister

    5 out of 5 stars

    SoTellUs
    Lisa and Christy are awesome!! Very helpful and understanding and definitely have your best interests in mind. Would recommend to anyone looking to take interest in their retirement.
  • Gary Reedy

    5 out of 5 stars

    Google
    Our experience with Lisa of Blackwell Financial over the past year has been exactly what we needed to establish our financial direction going forward since our retirement 2 yrs ago. Our past experience trying to manage our finances in a very volatile market had become vital and in need of stability. Lisa was there "at the right time and right place". Allianz's fixed annuity was the exact solution to handle our financial plan going forward into the future. Well done Lisa and thank you for your assistance.
  • Kathy Rice

    5 out of 5 stars

    SoTellUs
    I have been working with Lisa for several years now and am truly happy with her and her team to oversee my financials etc. Any time I have questions she is there to answer them with out any hesitation. She is knowledgeable and very polite to talk to. If I look puzzled she makes sure I understand before I leave her office. She and her team are a valued asset to me and I am happy to have found Blackwell Financial. They go over and beyond to make sure their clients are happy.
  • Geary Bowles

    5 out of 5 stars

    Google
    Bkackwell Financial was fantastic handling my retire needs. Lisa lays it out explains everything in great detail. If you get an invite to one of their seminars I would recommend going, have a good meal and get a great presentation. She sold me, for me it was a no brainer letting Lisa Blackwell handle my financial needs.
  • Donna Webster

    5 out of 5 stars

    SoTellUs
    They have been honest and up front with answers to all of our questions. They respond in a timely manner.
  • Arthur Hamrick

    5 out of 5 stars

    SoTellUs
    Mrs. Blackwell is very professional & helpful, she took the time to explain details to me that I knew very little about, but I do now. I feel that she would take time to answer any more questions over the phone or in person at my store. VERY GOOD EXPERIENCE!
  • Richard Madison

    5 out of 5 stars

    Google
    Lisa Blackwell Financial has made everything so easy for my wife and I to understand how the investments work. She did not rush us to make decisions and made sure we were doing the right thing for our future. We are positive that she represents us and will guide us to the best financial decisions for our family. It is a pleasure to work with someone who genuinely cares about her clients and will devote the time and effort in their best efforts.
  • Nathan McKenna

    5 out of 5 stars

    SoTellUs
    Blackwell Financial is awesome!
  • SUSAN BARLOW

    5 out of 5 stars

    SoTellUs
    BLACKWELL FINANCIAL HAS BEEN VERY PERSONAL AND HELPFUL
  • Sheryl Spencer

    5 out of 5 stars

    SoTellUs
    Our experience with Blackwell Financial was positive from the very first meeting at the dinner. Lisa is such an outgoing, informative, and personal representative, she makes the “retirement and numbers” maze less fearful and way more understandable. I had a retirement fund that was sitting in a 403(c) fund, making…well, practically nothing, and she helped me get that moved to a high-yield, 5-year fund that will garner a substantial rate of return and not be hit if and when a volatile market occurs. Lisa is great to work with and is always looking out for her client’s best interest. Give her a call, sit down and talk with her…you’ve got nothing to lose, and I know you’ll be pleased.
  • Beverley Mangum

    5 out of 5 stars

    SoTellUs
    I am very pleased with Blackwell Financial. Lisa made everything so easy. She was a dream to work with. She was very through & explained everything so that I could understand it. Thank you Lisa & Blackwell Financial for helping the old lady out.
  • Jannie Lanier

    5 out of 5 stars

    SoTellUs
    Lisa is such a fanastic Financial advisor!!! Always there to help with any questions to anwer for me!!
    Very sharp and a great friend!!
    Thank you Lisa!!
    Jannie Lanier
  • Mike and Vicki Akers

    5 out of 5 stars

    SoTellUs
    We love Blackwell Financial for many reasons. Lisa is our financial security as well as professional and patient. We trust her knowledge and professional judgment and would highly recommend her to anyone!
  • Karen Painter

    5 out of 5 stars

    SoTellUs
    Lisa Blackwell is so wonderful, has excellent communication, goes above and beyond!! My husband is disabled and she brought our Allianz policies to our home and explained them thoroughly! We feel so comfortable with Lisa and her recommendations! We know we have a secure retirement and look forward to working with Lisa for many years to come! God bless you Lisa!!
  • Karen Painter

    5 out of 5 stars

    Google
    Lisa Blackwell is so wonderful, has excellent communication, goes above and beyond!! My husband is disabled and she brought our policies to our home and explained them thoroughly! We feel so comfortable with Lisa and her recommendations! We know we have a secure retirement and look forward to working with Lisa for many years to come! God bless you Lisa!!
  • Esther Farris

    5 out of 5 stars

    SoTellUs
    Lisa Blackwell is very honest, open and trustworthy person. Very happy to trust her with all my financial affairs.
    If she can't do something, she will tell you upfront and suggest other options. This concept has worked well for me.
    Thanks, Lisa. I appreciate all you do for me. Esther Farris
  • Helen StClair

    5 out of 5 stars

    SoTellUs
    I have learned so much from Ms. Blackwell’s financial knowledge! She is exceptional in her job and her customer service.
  • Rick Crotts

    5 out of 5 stars

    Google
    Lisa is as caring about people as it comes. She is very knowledgeable and gives great advice. I wouldn’t want anyone else to handle my family’s financial future.
  • Heather Hinson

    5 out of 5 stars

    Google
    Great to work with, knowledgeable, friendly and trustworthy!
  • Jim Bower

    5 out of 5 stars

    Google
    Lisa is very efficient and a real pleasure to work with. We felt really comfortable with her knowledge and guidance.
  • Julie Bell

    5 out of 5 stars

    Google
    I was the Queen of all skeptics at a dinner at Coach and Four where Lisa shared her financial investment info, but I was intrigued and felt she was so down to earth and genuine, that I couldn’t help but like her. She made a comment like “I have to be able to sleep at night” which made me think even more highly of her. I researched for HOURS after our meeting and invested with her, and have never looked back. She is professional, home grown here locally, and it feels like talking with a friend instead of an advisor. I’ve referred many friends to her, and I will continue to do so. Class act and FIVE STARS from me!!♥️
  • Angie Moore

    5 out of 5 stars

    Google
    Lisa is the real deal. It doesn't matter how much you invest she looks out for your best intrest! We moved from Roanoke to Alabama and she is always checking in on us and answers any questions we may have at anytime. I love her honesty and integrity. Will never use anyone else but her agin.
  • max standar

    5 out of 5 stars

    Google
    Lisa is very knowledgeable and listens to the client. She is easy to work with and and makes you feel comfortable with what can be a complicated subject. I am a happy client and highly recommend Blackwell Financial.
  • Anonymous
    Facebook
    Lisa is prompt and knowledgeable, always ready to help! The place to go for Retirement and Life Insurance needs.
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