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“Our family trusts TriCord Advisors, Inc. with our financial planning needs. They take a holistic approach to financial wellness and have ensured that our goals are being met. Client services are outstanding.”
“HONEST, PROFESSIONAL, RELIABLE!
We have been a client for 10+ years and trust this company. Not only do we have our taxes done here we have also used their Realty Service and Lawyers in this office and were all dependable and trustworthy.”
“Referred by my family and they do an amazing job every time, even if I put off my taxes to the last hour they get it done and wrapped up immediately. Matthew and his team are professional and a pleasure to work with every year.”
“I opened an account here and have an appointment with a lady who works here to go over the phone on Monday at 3pm to work on the account. But she did not fulfill this agreement. I called her and left a voice message, but she did not reply me. I called her again the next day and left a voice message, but she still did not reply me. I had to drive 40 miles there on Wednesday afternoon to seek a solution. We were met by Joseph who was very patient and tried his best to help us. His professional attitude made us feel very good. Thank you very much for Joseph's help. His kindness and professionalism have restored our confidence in Fidelity.”
“For the past several years, Andy has made our financial future secure and prosperous! His work ethic is unprecedented and always caring for us and our well being. I am excited to keep having our expert, Andy Carlson, take our wealth to new heights every day. Thank you Andy Carlson and Edward Jones! You are the absolute best!”
“Im not sure about Henrys parking lot ettiquite lol but ive been using him for about 10 years now i think and i have always referred friends and family to him because i do know it he trustworthy, honest, and cares about his clients. You cant go wrong with Henry!”
“From the moment I walked in, Carmen and the whole team made me feel welcome. The process was simple and stress-free, and every question I had was answered clearly. What really stood out was the personal touch I never felt like “just another customer” being rushed through a line.
At other banks, you can feel like a number, but here I felt like a person who mattered. Carmen took the time to explain everything and made sure I understood my options. The whole team was friendly, professional, and genuinely cared about helping me get started.
Highly recommend this branch to anyone who wants real customer service that goes above and beyond!”
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“The counselor was knowledgable and answered my questions to my satisfaction. She was able to direct me to the correct education classes I need to take to start my financial journey”