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“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.”
“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!!”
“Christine Lam is an exceptional advisor and Certified Financial Planner! She brings everything you’d want from a financial professional: deep knowledge, transparency, honesty, and strong leadership skills. Christine is organized and thorough, making complex financial decisions feel easy and manageable. I have complete trust in her expertise and integrity, and I highly recommend her to anyone seeking a top-notch advisor. You can trust Christine with your financial future—she’s truly one of the best!”
“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 :)”
“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.”
“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.”
“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!”
“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.”
“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.”
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“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.”