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August 2023
Dan is a phenomenal person to work with. He knows his stuff and cares for his clients.
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June 2022
Dan Basham spent hours with us exploring our options and he listened to our desires... he put us on a path to success for retirement and security. Rachel is so amazing and has helped us paying college expenses, calling us with reminders... they are ON TOP OF IT!!! They check in with us often!! Great kind people too.
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January 2022
Dan is great with clients. His follow and investment advice has been great. We have worked with him on college savings to retirement accounts. Definitely a thumbs up here!