Client Testimonials

My wife and I have worked closely with Dan and the Professional Money Management Team for over 30 years. Frankly, I have watched PMM grow, enhance, and expand into a tremendous family-like customer friendly organization. The Team truly cares about what is important and makes the best sense for the individual. Moreover, they take the time to listen to you and design a Financial Plan for you. The knowledge of the staff and the technology and software that they use is absolutely amazing. The Team spells out everything in simple and easy to understand concepts and terms that anyone can understand. Transparent communication and the professionalism displayed by everyone at PMM makes it a pleasure to ask any question or to get any recommendations or information. They are always available. Best of all, they are extremely good and competent in what they do, Without any hesitation, I would whole-heartedly provide Dan, Greg, and the PMM Team the highest recommendation possible to embrace and handle your Financial Planning needs. Wonderful professionals who make you feel like you are their only client!

- Bill and Alice M.
Retired

^{This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Dan Hostetler and Professional Money Management, LLC have been overseeing my investments for the last dozen years. His team, all Credentialed, are incredible in all aspects of financial management. Their primary concern has been growing my wealth and leaving a financial legacy for my family. Moreover, their knowledge of tax and Medicare law have been invaluable in all aspects of tax preparation. Their recommendations for diversity have been phenomenal to give me confidence instead of confusion I require. There are many specifics I would like to address, but space limits me here. Suffice it to say I had multiple brokers prior to meeting Dan and his team, but once I did and converted My Portfolio, I've never looked back. Lastly, as a retired Tax Professional, I've referred many clients and family members to Dan, Greg, Brandon, Jake and Danielle none of them have left or been critical of my recommendation, which speaks volumes to Professional Money Management, LLC.

- Alexander K Tinker III
Retired

^{This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Working with Dan Hostetler team at Professional Money Management has been life changing. They not only care about my money, they care about my whole family. They helped me with my wills and made sure I was fully insured. When I call the office, I feel like I’m talking to a family member. I would enthusiastically recommend this team to anyone looking for a money management company.

-  Liana B.
Doctor

^{This statement is a testimonial by a client of the financial professional as of 06/17/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

Over a decade ago, my husband passed away months before he was to retire. He always took care of the finances, so when I got a call to come meet with Dan, I was a bit scared and worried. I was uncertain as to what information I needed to bring to my first meeting with Dan. He gave me a list of items to bring, and he took it from there. During that meeting, I learned that my husband had met with Dan to discuss his retirement plans. The meeting included a detailed account of the finances that were available to me, divided into buckets that would be used for my present day’s needs, potential investments and what money I would need for the future. Dan explained everything and provided me with a written account of what we discussed so I could review it and ask additional questions later. I always feel heard, cared for, respected and valued as I continue my relationship with PMM. All questions are explained and because I feel comfortable with the entire team, I’m never afraid to ask for further explanations if I don’t understand something. I can email or call with a request and I’m certain to be contacted within a day, sometimes sooner. Over the years, I’ve seen my portfolio grow and that’s because of the knowledge, expertise and attention to details and current events that Dan and his team exhibit. I’m happy to say my son and his wife are now clients because of the overwhelmingly successful results they have seen from me. Because of Dan’s years of experience, when the economy seems uncertain, I can be sure to see an email telling me that this might have happened before and not to worry. With the LPL app, I can check all my transactions daily, if I want, so I’m always in the loop about what’s happening to my money. Now that I am retired, I can relax and live my life while PMM manages my financial needs. I love working with this team. As a PMM client for over a decade, I wholeheartedly recommend this agency to take care of all my financial needs. Thank you Dan, Brandon, Greg, Jacob and Danielle for helping me to live my life without financial worries.

- Susan S.
Retired

^{This statement is a testimonial by a client of the financial professional as of 06/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

The Professional Money Management team are like a family to me. They answer all my questions and I look forward to our meetings at their office. They always make me feel very comfortable discussing my accounts. I think they have gone over and above with keeping me informed about my financial accounts with knowledge and professionalism. I believe that they really care about me. I would recommend this company to anyone wanting to invest their money.

- M. J.
Retired

^{This statement is a testimonial by a client of the financial professional as of 06/15/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}