-
February 2019 by Dannette Jaidinger
Just an awesome advisor. Regular meetings, always prepared. Great investment advice
-
February 2019 by Jeffrey Jenkins
Thank you, Chad, for the amazing job you have done for the past 10 years in giving sound advice and in managing our portfolio with impeccable attention to detail!
-
May 2018 by Rae Jo K.
I've always been exceptionally happy with Thrivent Financial, but when you move to a different state it's always a little stressful wondering if you'll get the same great service you're used to with a new rep. I'm happy to report I have!! Cole Leonida did a fantastic job going over all my options in rolling over an old 401k. It is great to know that there are financial advisers out there that you can actually trust. I highly recommend Cole and Thrivent Financial.
-
February 2018 by G Kerr
Chad is a very knowledgeable and personable young man. He is simply the BEST! Chad has managed our retirement plan for over 10 years. The yields we have gotten have been nothing short of fantastic. Besides all of that, he is a very nice guy! Chad is a God loving man and is absolutely honest. He is totally trustworthy. He has always done right by us.
-
February 2018 by Lori Jackson - Realtor
I cannot over state my opinion of Chad Aaberg and the team at 5280 Associates. We have had accounts with Thrivent for over 20 years and Chad treats your account with a personal touch that is second to none. We have started 529 College Savings accounts and now have life insurance and retirement accounts there. I can rely on a face to face meeting annually and regular phone check ups. The team there is not a 'book it and forget it' office - they all have a dedication to impeccable customer service and it is evident from the moment you walk in the office. Thanks for all you do to ensure my financial security is solid!
-
February 2018 by Jennifer Tremblay
Chad has been fantastic. My situation is a bit unique, and I really needed someone I could completely trust to advise me. I have been able to trust him to not only put my best interests first, but also to be extremely knowledgeable in what he does. He has also gone above and beyond what I would have ever expected from a financial adviser, including going with me to my first meeting with a tax adviser, always asking how my son is doing, and even making time to meet with me and help me work through decisions that are only tangentially related to finances. I would (and often do) recommend him to anyone looking for a great financial adviser with a personal touch.
-
February 2018 by Ken Vogel
I have worked with Chad for many many years, actually over a decade now. Chad is well informed and he provides excellent financial insight regardless of the ups and downs of the market or the changes in your financial needs. He is very passionate about his work, easy to work with, and is well versed in all financial matters from "A to Z". He and his team are available whenever the need arises. You can depend on him.
-
February 2018 by S Olds
Chad has been my financial advisor for about 10 years. He has an ability to ability to explain investing and planning for retirement, that is so beneficial. He is personable, trust worthy and honest. I look forward to this working relationship, for many years to come.
-
February 2018 by Mark Hersom
Chad has done an excellent job managing my 401 and investment accounts over the years. He has kept me informed of the available investment products and listened to my needs and risk concerns as well. I give high recommendation for him.