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“We have been with Creative Planning since we sold our family business and decided to retire. Going on three years now. Been one of the best decisions I've ever made. I would highly recommend CP for your planning for the future. My only regret is that I didn't start sooner.”
“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”
“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
“Jerry is one of the best people you can meet! Him and his team helped us move into our first home and the process could not have gone smoother. His attention to detail, availability and communication was something I didn't expect but am thankful for. No one tells you how important having the right loan officer is but after working with Jerry I'd recommend everyone to him.”
“Amanda Barcy was very helpful to assist my friends to open new accounts. It's was very pleasant and smooth transition. Highly recommended Amanda as your personal banker”
“If you need banking services, you must request Kyle!! He is absolutely amazing, extremely knowledgeable and works efficiently. Best Wells Fargo experience to date.Thank you Kyle!”
“My wife and I are in year 3 of our relationship with Higdon & Hale and have been very happy with their service. They have an amazing team that works incredibly hard to get your return done correctly and ahead of deadline. I'm very happy to be a second generation client of Higdon & Hale, having been introduced to the firm by my dad.”
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.”
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“My now 16th month old has been thru so much in her lil time here and they have taken such good care of her! She gets so excited when she sees the building she has grown so much since she started going there!!! She loves all of her teachers”