-
January 2024 by Masud Shamsid-Deen
After suffering a loss in our family, I knew I needed to make sure that my financial affairs were in order. In today’s world you can get a lot of financial and estate planning advice online, but it can be overwhelming and frustrating.I needed to talk to someone to make sense of it all and get some direction. Derek with the Jal Dennis Group was there and walked me through the steps I needed to take. He did a comprehensive review of my finances with the goal of being in the best position in terms of insurance, investing, retirement and beneficiaries.Now I have a plan, and a partner! Everything I read about Jal Dennis online turned out to be the real deal, and even better in person!
-
August 2023 by Greg and Amy Myers
Always enjoy working with the Jal Dennis group! Rhonda seriously goes above and beyond with all the details and communication. Regina has a friendly smile and is always welcoming. Trace keeps us posted on market fluctuations. We appreciate our 6 month reviews and are excited about our investment strategy. Trace even helped our sons understand the potential of investing early and helped them get started.Because of our moves to different communities, we have worked with several financial planners. Jal Dennis group is by far the best we have worked with.
-
July 2023 by Daniel Brenner - REALTOR
Derek Draper is the best financial advisor for investments and for navigating life events. He has truly helped me and my clients best prepare for life and navigate this tumultuous ever changing market. I will always recommend Derek for all Financial Planning!Follow him on LinkedIn for complimentary educational content. He leads with value and is always there for me and my questions. Thank you Derek for all the value you add to my life and the life of my clients.
-
April 2023 by Domenica Irula
My experience with Kristi Denham has been so amazing. She is so helpful. She knows my family’s situation. I can honestly say and know advises me on what is best for my family. I am beyond grateful for finding her. I highly recommend Kristi Denham.
-
December 2020 by Frances Peckham
Confidential
-
December 2018 by Work
Where have all the honest financial planners gone? To Jal Dennis group that is! If you need help with your finances, stop by. Jal, Trace, Melodie and the rest will take good care of you. They have taken care of our portfolio and I can trust that they are working for me.
