Client Testimonials

I became a client of Cobb Financial Strategies about 18 months ago.  Immediately, I was impressed with the effort Hutton Cobb expended to learn everything about my current financial situation.  He listened and helped to develop a cohesive plan for saving and investment.  I have also been pleased with the various options and vehicles for investment.  I particularly enjoy access to an internet-based comprehensive software program for tracking one's daily net worth that can be provided by Cobb Financial Strategies.  However, the two best attributes Hutton has are knowledge and trust.  Hutton is knowledgeable.  He possesses an awareness of market trends and the current investment climate.  He has the ability to use that knowledge to help you achieve your financial goals.  Hutton is trustworthy.  Each time we speak I know he is being honest in stating his opinion.  I know I can trust him to help me reach my financial goals.

Leonard H. Gibson, Jr., M.D., Wilson, North Carolina 

We all have different needs. When I was suddenly faced with the responsibility for all of my family’s financial decisions, I had no real knowledge of how to do that. I needed help.  I asked a number of people for recommendations, and Hutton's name came up repeatedly - happy clients that have been with him for many years. So, I decided to make an appointment.

I'm not sure what I expected, but what I got was what I needed.  I needed an education, one that I assumed would not be offered.  Hutton spent time with me, and a lot of it, making the effort to get to know me well enough to understand my goals. 

I've been working with Cobb for less than a year at this point. I'm continuing to get an education, but now I have a fairly solid understanding of what will work for me.  We are just getting started.

 Dr. Susan Stern, Greenville, NC

"We have been working with Cobb Financial for some time now and Hutton has been amazing at tailoring everything he does to fit not only the growing needs of our company, but our family as well. He is a breath of fresh air and takes a very personal approach to what he does. We are very happy with the services we have been provided and would recommend Cobb Financial to anyone."

 LaMont and Carissa Chappell, owners of Pathways to Life, Inc in Greenville, NC

I have trusted Cobb Financial with my portfolio for the past several years.  Even through the economic downturn, the service I have received has helped preserve value and positioned us well for the future.  As a medical specialist I know the value of personalized service and appreciate the added value of this unique firm.  It is comforting to know that I can focus on my own profession while Cobb works to monitor my investments and keeps me abreast of new opportunities and trends.  The customer service has been unmatched and I feel that I have nearly unlimited access to Mr. Cobb himself.  I strongly recommend entrusting Cobb Financial with your investment program.

S.M. Physician, Greenville NC

I have been a client of Hutton Cobb and Cobb Financial Strategies, Inc. since its inception and continue to be greatly impressed with the total experience and also thankful for the stress that has been taken off me.  Hutton has taken the time to establish a portfolio for me that is topnotch in these uncertain times.  I could never have even begun to do alone what he has walked me through.  He provides a professional service and I have no hesitation recommending him and his team to prospective clients.

Rick Smith, President of Independent Leaf Tobacoo Co, Inc., Wilson NC

Hutton is passionate about helping his clients with their financial goals.  He has been very proactive in this ever changing stock market with me.  Hutton maintains contact with me and always lets me know that I can pick up the phone with a question at any time.  He helped me realize a few years ago that I needed to start thinking about my retirement goals.  He has made me comfortable even through these times.  I would recommend him to anyone.

Mary Catherine Thomas, CRS, GRI, Realtor, Broker, RE/MAX Preferred Realty, Greenville NC

Hutton Cobb and I go back a number of years, evolving from Wachovia to UBS back to Wachovia Securities and finally to Cobb Financial Strategies.  This fact alone should be a testimonial to the trust I have in Hutton to assist with my portfolio in a way that will provide the best balance of preserving capital while seeking to increase value.  He is aggressive, but in the right way, and he's proactive, meaning he's going to contact you with investment ideas/plans as opposed to you having to seek him out with some thoughts and having to schedule meetings and conference calls with up-the-line managers to help make you feel good about your investment strategy.  I have experienced this with other companies but not with Cobb Financial and that's a good thing.

In addition to his financial management function Hutton is willing to share business contacts that can provide top notch legal and banking services and this is something I value.

He and his staff provide friendly, professional service and I have no hesitation recommending his company to prospective clients.

Adrian C. Snyder, Retired, Ph. D. Chemical Engineer, Dupont, Greenville NC

I have known Hutton since the middle 1980's when he first started in the financial industry.  I have seen him grow through products, segments of the industry, and as an individual.  The one consistent has always been my trust in Hutton.  If he knows the answer, he gives it with all honesty and enthusiasm.  Just as important, if he doesn't know the answer, he will say so, and then turn around and find it.  Similarly, Hutton has seen our family and needs change through the years.  He has been able to adapt to those changes and keep us satisfied and successful.  I recommend him to my friends and colleagues without hesitation.

Brooke McCray, Greenville NC

These are the view of individual brokerage clients of Hutton Cobb.  Their views may not be representative of the views of other clients and not indicative of future performance or success.