{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!”
“Kristin Lord, I want to take this opportunity to extend my largest THANK YOU for all your tireless efforts. Your shining, positive personality has been a delight to interact with. I have always looked forward to talking with you even when circumstances have been, shall we say, challenging!
I've been in the workplace since 1972. 2 careers which ran concurrently for many years. The car business is one, (and I celebrate my 50th anniversary in that industry tomorrow), and also International group travel, which ran over 30 years. So it goes without saying that I've interacted with many, many people during that time. I know a true professional, and I can tell you that you're in the top 10% of those I've worked with. If you give me the boss's email I'd like to communicate with him, or her, (or whatever is appropriate these days) to let him know how happy I've been working with you.”
“We had an excellent experience with Mortgage Trust! Michael and Shannon are an excellent team who helped us close on our new home with as minimal stress, as possible. We were grateful for their experience and professionalism. We felt very connected to process and they were responsive to our numerous questions and concerns. We appreciate the good experience.”
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
“Michael is now my go to for building my financial future. I was going to another firm in town, and it was all over the place selling me this and that. Mike built me a financial plan from the ground up. I finally have a plan in place to pay for college, save for my next home and work in some investments too. I was impressed.”
“Excellent service, very nice people working on this location, great costumer service and very knowledgeable staff who will help you out with all your questions :)”
“I have had the pleasure of working with Rachel Gustafson for years. Whether my referral clients are woman, solopreneurs, couples (the list goes on), Rachel always takes the time to really listen to the client needs and then educates and involves them in the planning process to ensure that everything is tailored and set up specifically fitting for them. I never have to worry about service with Rachel - I am certain that each and every client she works with will receive the highest level of service and support. Client satisfaction is a top priority and it shows. If I could give 10 Stars I would - THANK YOU, Rachel!”
“Wendy Wells has been incredible to work with. She's patient, has met with me many times to cover the same retirement issues, she is patient when explaining Fidelity's tools and helping me find what I need to tinker with different scenarios. She's not pushy for what investment vehicles to use and is always willing to take my call. Her team is fantastic about responding quickly with the information I need or help moving money where I need to. Can't ask for much more than this. I highly recommend her and her team.”
“Scott is so helpful!
Always super happy and friendly.
Very thorough and detail oriented.
Always a pleasure working with him.
He has a very uplifting personality, always smiling and easy to approach.”
“Kara at ABI was wonderful to work with. I can not recommend her enough! As a new homeowner she answered all of my newbie questions, guided me through the process and made me feel at ease with the intricacies of the policies I signed. I could not recommend her and ABI more! My husband and I felt like we got true "white globe" service when it came to our insurance needs and will never go anywhere else!”
“Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.”
“This is a revision to my original review. Aaron and his team worked hard to quickly resolve the issues that occurred with my initial experience with their tax preparation services. I appreciate the responsiveness and attention they gave when it was needed.”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”