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August 2023 by Muhammad Hamza
I called them and they are ignorant, careless and have no clue in fact I asked them many questions their answers were not accurate though and I spoke to their one of the financial adviser he was so confused that he was asking me some questions about products and services which I was not qualified for. That means this company is not legit. Scam overall they also do false advertisement on their website that they are qualified in many financial planning when I spoke to them they were not sure what I was taking about scam company.
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July 2023 by Brandon Haydt
I met with Cait and she was very professional and easy to talk to! She was more than willing to answer any questions or concerns I had. She has really helped me out with my 401k and really given me peace of mind. Thank you Cait!
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June 2023 by Elisabeth Kerper
I met with Cait, a young woman, who was helpful, nice, and flexible with my schedule! I was nervous about talking with a Financial Advisor, because I had never done it before, but Cait was very easy to talk to and she helped me decide what to do with the money I wanted to put away. It was so refreshing to talk to another young woman! Thanks, Cait!
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October 2022 by Daniel Raps-Huffman
Steve and his team at Tristate are excellent! If you are looking for a financial advisor that communicates quickly, acts in your best interests, and services you to the best of their ability, call TFA today!!!
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October 2022 by Robin Veshosky
Working with Tim at Tristate Financial Advisors has been a great experience. He takes the time to make sure everything is explained clearly and that you have everything you need to make well informed decisions.
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October 2022 by David Grieneisen
Working with Tim at Tristate Financials has been the best experience I have had working with any other planner. He takes the time to listen to my questions, needs and inputs. He then presents options with details regarding each option. Then he executes on the option I feel most comfortable with. I highly recommend Tim if you are looking for professional guidance in your financial planning.
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October 2022 by Blake Wiseman
We have had a fantastic experience with Kyle and Nick from Tristate. They’ve helped my family structure the right retirement plan for our needs now and when it’s time to retire. I would definitely recommend a discussion with them. We’re happy we did.
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October 2021 by Elizabeth Tan
Fantastic firm with great people. Tim has done a wonderful job working with me to help achieve my financial goals.
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October 2021 by Paul Maggio
Working with Erik E. was a no brainer. He has a lot of insight and helped me make the best decision for me and my young family. Would highly recommend!
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October 2021 by Josh Deller
I just started with TFA about a month ago, and already I'm extremely impressed with the responsiveness and ability to tailor needs to the client. So far, I have zero complaints about my investments, Time will tell, but I know I can trust that if anything does go wrong, Nick at TFA will be there to help me sort through it
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October 2020 by Eric King
Tristate Financial helped me out so much. I was in a pit and needed help, desperately, and their representative, Jeff R (I believe), helped me work through things slowly and effectively. Service was great, I'd rate 6/5 stars if I could.
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October 2020 by Jacob Schechter
Amazing company! I worked with Thomas and he helped me create a great financial plan that matched my situation. I highly recommend him and the TFA team!
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October 2020 by Dawn Plum
The advisors spent a lot of time with me helping me understand my current investments and giving me suggestions of how to modify them to meet my needs , goals and concerns. The team worked diligently to help me get my old 401k’s closed and transferred over.
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October 2020 by Bret Romanzak
Karianna was incredibly knowledgeable, helpful, and made me feel more certain regarding my financial goals. Great experience, would recommend Karianna and the Tristate team to anyone!
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October 2020 by Maria Wakefield
Steve and Paul, as well as the other advisors on the team, work hard to find the best opportunities for your investments. They care about your success and take the time to listen to your goals and then steer you in the right direction.
