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August 2023 by Matt Thomann
Dan is a phenomenal person to work with. He knows his stuff and cares for his clients.
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June 2022 by J Murtha
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 by Jake D.
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!
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December 2021 by Wyatt Stoops
Dan is awesome! He is making me rich!!!!
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October 2021 by Heather Childers
Dan is highly motivated to look out for your best interest. He truly cares about people and their families. I only trust Dan for all my financial decisions. He gives me peace of mind.
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May 2021 by Tyler Haynes
Dan is extremely knowledgeable in all areas of finance and always makes himself available to help. I have been extremely happy with both his service and my results. If you are looking for an honest guy with your best interest in mind...Dan is the man for you!
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May 2021 by Ed Riesberg
Dan is more then just an honest and helpful financial advisor, he has become a mentor and friend to help grow my portfolio and my life. He is there and speaks the honest truth about money to provide a better life for my family and friends. One of the most trust people I know and great to work with.
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May 2020 by Anna Stiker
My interactions with Dan always leave me motivated and feeling like I have more order and direction, both with my finances as well as other areas of life. He has such a unique way of caring for people, and always has my best interest in mind. His office is very sharp and clean, and provides a environment where you feel your privacy is being managed well. Dan's heart and passions are manifested in every interaction I have with him, as well as his consistency as a person and professional. I am willing to drive from out of town just to talk with him, as I believe he is one of the best in the surrounding areas. Do yourself a favor, and just check out his office and all that he has to offer!
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May 2020 by Mike Burash
Dan seems trustworthy and knowledgeable. He took extra tine to explain all of my questions.
