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March 2023 by Lori H.
Everything was great. The workers were good very polite. Everything was explained extremely well. I would recommend this business to everyone.
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October 2021 by Comfort Nwafor
I was so lucky meeting an expert account manager like mrs victoria crypto She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with mrs victoria crypto because I wasn't stable financially and today I have realize how interesting it is to be stable financially with the help of bitcon who is always there for the traders and I want to thank you for your help and love you showed me, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you mrs victoria crypto???
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November 2020 by Steve Trebbin
At 70 years of age I have invested a lot of time and money with different advisors and none of them can compare with the quality of care as well as the success of my portfolio! Taylor Schulte and his team of experts shine head and shoulders above the rest. Nobody could be more professional.
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November 2018 by Evan S.
Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked for a better partner for our finances. We love the fact that they're a fee-only fiduciary and are always looking out for what's best for us. They truly go above and beyond to make sure that no stone is left unturned when it comes to minimizing investment costs/taxes, reducing stress + complexity and maximizing returns. Before we ever decided to work together, Taylor and Jon met with us on multiple occasions to educate us on their philosophy and make sure we were aligned on a long-term, low-cost, diversified investment approach. We found it incredibly helpful to understand the "why" before getting caught up in the specifics of any individual investment decisions. Taylor and Jon are tech-savvy, data-driven and very well researched when it comes to modern advances in portfolio theory. Their investment philosophy is grounded in timeless fundamentals and is a no-nonsense approach that avoids so many of the common pitfalls with investing. They provide each client with a custom portal to manage all of your finances and also regularly provide action items to work on. Over the past 6 months of working together, we've made huge strides on so many big projects from investments to insurance and so much more. They've also helped introduce us to a wonderful new accountant, a great estate planning attorney, and have made multiple connections within their network of highly qualified experts. Above all, they're just really good people who are a joy to work with. It's clear from every interaction that they care deeply about each and every one of their clients. We're looking forward to working with Taylor & Jon for many years to come and are grateful to have them as part of our team.
