-
February 2025 by BLUEGLUE SMURFBLOOD
I meet with Tim on a regular basis, when it comes to making sure you are set up for retirement Tim is the man to see. he is highly educated in his field, and I highly recommend Tim.
-
August 2021 by Scott Davis
I met Tim 7 years ago at a community event in Monticello (Tim is very involved in the Monticello and Big Lake communities). We hit it off right away and we moved our investments to Tim soon after. We have seen continual and steady growth of our investments since then, EVEN in 2020. Because of Tim's guidance, we will be able to retire earlier than we thought with more savings than we thought we ever would.
If you are looking for an investment person to help you navigate the steps to retirement or just financial security to start with, take a few minutes and meet with Tim.
-
August 2020 by Alayna Ward
Disappointed in their attention to detail which has resulted in multiple issues, leaving the customer waiting a week for a resolution (or even a phone call saying they are still working on it)
-
August 2018 by Joe Telega
Tim manages my retirement and is always looking out for my best interest. Thank you for your quality service in planning my retirement.
