“Cierra is truly amazing. 10/10 will be the first person I recommend. And this is based on the first call and a few follow up texts. Very professional, knowledgeable and willing to help. You can tell she truly wants to see her people win you just hVe to be willing to do the work. She gave me some great tips on how to improve my credit and even gave some how to’s in terms of business credit. True definition of a 1 stop shop!”
“Well, I'm biased because I work here. We provide a personal experience in fulfilling insurance needs. Property, auto, motorcycle, boat, event, pet, and more. If you prefer to work with a person, this is your place.”
“Jonnie was absolutely amazing! From the start, she took the time to explain everything in a way that actually made sense, and she never made me feel rushed or confused. We shared stories, laughed, and the whole experience honestly felt more like talking to family than doing business. She truly cares about the people she helps, and it shows in her patience, knowledge, and attitude. If you get the chance to work with Jonnie, you’re in great hands. Highly recommend!”
“Our experience with Perfect Balance has been nothing short of exceptional. They are not only professional but communicative and proactive in keeping our books and ensuring we are in compliance. We so appreciated Sue and Jenni for their great work and help.
Paul Demboski
CFO
Certified Real Estate, Inc.”
“Wendy has been great to work with over the last decade. We have been very pleased with her communications and our portfolio performance. She is a great resource to us and we have referred two family members who work with her as well.”
“I just finished a session with Marne in Piccolomini and I have to say she surpassed my expectations. Not only is she versed with lending and gave me new insight but she coached me through my barriers and really helped me walk away with an actionable plan moving forward.”
“Our experience working with Barry Jamieson with Rebel Financial has been very professional, knowledgeable and personal. He has patiently, and kindly led us through current budget to recognize our opportunities in retirement. He is committed to our understanding the process and provides guidance for more clarity and simplicity. We are very grateful and confident with his service. We also value the services Rebel Financial provides to forecast and plan.”