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Our Testimonials

Kasey Wopperer
Kasey WoppererStone Creek Advisors
My OneSeven reason is the ability and independence to do what is right for our clients. To know that we are doing the best we can for our clients and making sure their needs and goals are understood and met is fulfilling to me. I want them to be able to enjoy life, worry less, and know that we have their back when it comes to their financial future.
John Jaicks
John JaicksPark City Wealth Advisors
OneSeven has the resources and commitment to deliver wealth management services at the highest level, which is what my clients deserve. Their unique approach and understanding of the need to help people be successful across all aspects of life align with my own beliefs.
Stanley Katz
Stanley KatzClient First Financial Strategies
I chose OneSeven because they allow [my company] to operate independently in managing client relationships under their structure, they provide the forum for collaborating ideas, and they’re very open-minded toward expanding our business in a compliant manner. Additionally, we’re now able to gain traction from economies of scale.
Tami Aloisa
Tami AloisaLife Transitions Planning
Thanks for all of the help so far! It’s great to be part of a well-run practice. After 25 years in the Financial Services industry, I am looking for a home for me and my clients— a well-run business that can help me better care for the families that trust me with their finances. OneSeven is a place that can help me grow. I’m very impressed about how easy the transition process has been so far.
Bob Harberson
Bob HarbersonOneSeven
The most enjoyable aspect of working with clients is educating individuals and families about concepts and strategies to help them achieve their dreams and goals.
Juan HernandezAriano
Juan HernandezArianoWealthCreate
I am proud to have been a part of the OneSeven family for nearly three years as an advisor. The level of collaboration, abundance of resources, and flexible environment have not only facilitated my professional growth but also fostered a sense of belonging within this cool, supportive family. What sets OneSeven apart is not just its commitment to today but its visionary outlook for the future, aligning seamlessly with my personal mission of changing people's lives. It's inspiring to be part of a company that not only supports its advisors but also shares a common vision for making a positive impact in the lives of others. I look forward to many more years of contributing to this remarkable journey.
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OneSeven Awarded USA TODAY's Best Financial Advisory Firm for the third year in a row
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, and 2025 based on a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.