“I came to Discovery Financial after spending years knowing I needed a financial advisor but hesitant to choose one; both afraid and ashamed I would be chastised for years of poor planning. Because I had never had a financial planner, I had no idea what to expect. Douglas and Cody treated me with kindness and gentle guidance. Following a thorough review of my finances and investments, they provided a map to pursue my goals, always allowing me to make the ultimate decision on which path to take according to my priorities and level of comfort. While my preference is to have all funds managed in one place, they pointed out that it was financially beneficial to me to leave some funds where they were. Douglas and Cody also gave me advice that contradicted what my attorney had told me. My attorney’s lack of knowledge on the subject would have cost me the loss of thousands and thousands of dollars. Douglas and Cody not only have my trust; they also have my respect. Discovery Financial was recommended to me by a trusted friend and I will forever be grateful. If you are wondering if you should choose Discovery Financial, allow me to be that trusted friend for you.”

- Laurie W.

“I have been a client of DFC for about 22 years now. Cody, Holly, Cheryl, as well as others, have been just as much a friend as they were advisors/staff. My life has gone through major bumps and changes, and they have always been right there for me as I have gone through them. There has always been a deep feeling of trust, care, concern, as well as great professionalism. I feel I have always been well represented and cared for all these years. It has always been very assuring to know that my present situation as well as my future have been well thought out. Cody’s care, interest in my life, diligence, and concern for my future have been wonderful. I know he, as well as the rest of the staff, will very effectively help me in many areas as I age and go into the next stages of my life. Needless to say, I feel I am in great hands at DFC and would highly recommend them to anyone.”

- Bob W

“We highly recommend Cody Buck and the team at Discovery Financial to anyone looking for a advisor in their retirement and financial planning. Working with Cody Buck at Discovery Financial has been an outstanding experience for us. From the very first meeting, Cody brought a level of professionalism, clarity, and genuine care that immediately put us at ease. Cody walked us through every step with patience and expertise. He took the time to truly understand our goals, lifestyle, and concerns for the future. He clearly explained every option, allowing us to make confident, informed decisions. We know Cody is just a call away whenever we have questions or need to adjust our plan. It’s rare to find someone who blends deep financial knowledge with such a sincere commitment to his clients' well-being.”

- Dave S.

"I have worked with David Ritter and company for several years. I initially utilized Discovery Financial for my retirement investments; they did such a wonderful job I now have a comprehensive financial plan, reduced tax outlays and a path to very comfortable retirement. In regard to financial advising and investments David and the entire team at Discovery Financial do an absolutely terrific job. The team tailors each and every individual needs and is refreshing to have a “big bank feel” but with the kindness and specialized attention that are often overlooked at other companies. I feel so fortunate to have met David, I would recommend him and Discovery to anyone who would like an experienced team!"

- Chad F.