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September 2023 by Jillian Bader
Joining Avier was by far one of the best decisions my husband and I have made in our adult life, setting up our family up for success. Managing finances [portfolio investing, college funds, retirement planning, estate planning, taxes advantages to name a few] are not things I enjoy doing or want to do when I’m off work. Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I’m prepared for any financial investment/decision we face. In the couples of years we’ve been with them we extremely confident Lars & Angela have changed the outlook of our future and I can’t thank them enough.
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August 2023 by John Halpern
Highly recommended. Lars and Angela are amazing. This comes from someone who thought I could handle my retirement on my own. After our first meeting, I was convinced that Avier Wealth Advisors was the right move. They laid out the current state and spent a lot of time developing our personalized plan. Since we have started working with Lars and Angela, our plan has changed multiple times. This is not due to Avier changing the plan, but due to them being able to give us the time to let the decision settle in, and over time, changing the outlook of our plan. I can say that we would not be in the position we are in without their help. If you are in the tech industry, specifically Microsoft or Google, Angela knows the HR systems, benefits and how to get around better than I did as an employee. If you are even thinking about retirement, do yourself a favor and contact Avier and see what they can do for you. You will find a level of trust needed when it comes to life decisions that need to be made sooner, rather than later. Thank you Lars and Angela for all that you have done and continue to do for my wife and I. We are now on track with our retirement plans.
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July 2023 by Google user
Highly recommended. Lars and Angela are amazing. This comes from someone who thought I could handle my retirement on my own. After our first meeting, I was convinced that Avier Wealth Advisors was the right move. They laid out the current state and spent a lot of time developing our personalized plan. Since we have started working with Lars and Angela, our plan has changed multiple times. This is not due to Avier changing the plan, but due to them being able to give us the time to let the decision settle in, and over time, changing the outlook of our plan. I can say that we would not be in the position we are in without their help. If you are in the tech industry, specifically Microsoft or Google, Angela knows the HR systems, benefits and how to get around better than I did as an employee. If you are even thinking about retirement, do yourself a favor and contact Avier and see what they can do for you. You will find a level of trust needed when it comes to life decisions that need to be made sooner, rather than later. Thank you Lars and Angela for all that you have done and continue to do for my wife and I. We are now on track with our retirement plans.
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June 2023 by Efrain Reyes
My first engagement with Lars Phillips from Avier Wealth Advisors was genuine and the information that he shared with me was clear/concise. Looking forward to building a strong financial future off and relationship with Avier Wealth Advisors.
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December 2022 by Robert Rochester
Professional. Looking out for me and all financial services. Top notch.
