“If you are looking to find comfortable with someone before you entrust your hard-earned income to a stranger, Brian Teets with Safe Haven Wealth Management truly has settled my insecure heart. He has utterly impressed me. How? To begin, I attended a workshop he held over a year and a half ago where he first shared his knowledge and expertise. I then took him up on a follow up meeting where we began to discuss my financial and life situation, retirement and investment goals. He never once looked at his watch or threatened me with a fee. Today, a year later, we met again to answer more of my personal financial questions of “ what do you think I should do”, “ what would be better” and “what are my options”to guide my thoughts from retirement to investments to roll overs and inheritance as well as suggestions for saving plans for children and future grandchildren. He’s guided me in creating conversions, assured me of things I did not know such as the fact rollovers do not count as contributions to Roths ( which is completely exciting!) again, without looking at his watch or ever asking for a fee. He has built report with me over time and interaction so that when the time comes to actually invest, it is Brian Teets I will be choosing to help guide my financial future. I could never have found this sense of comfort if he had rushed me, made me feel that I was taking his time without compensating him. I truly feel safe and his hands and it is because of the way he has treated me over the last year and a half without compensation. If you are looking for a person who can guide you, give you advice and put no pressure upon you whatsoever. I would highly recommend Brian Teets.”
“My boss gave me a gift card for trade first as a Christmas gift. I was able to go to the tradefirst market and purchase some items for Christmas in addition to going out to eat & even used the gift card at a local vitamin shoppe for personal use. There's so many ways you can use Tradefirst!”
“Very informative about market correction and inflation .Prior to this talk,I was always apprehensive about the market going into high gear,and worrying about inflation and market crash.I feel at ease since he had given us good advice on these two topics.Thanks.Cassim Parakl”
“The whole team here is top notch! I won't go to any other office, even if a branch opened closer I would still go here. Always attentive to my questions and needs.”
“Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.”