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May 2025 by Dan Oberschlake
Dave Jensen always listens and only gives advice with my best interest in mind and does not try to sell unneeded services
A man you can trust
Dan Oberschlake
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May 2025 by Larry Laehn
Prof4essional and thoughtful advice
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April 2025 by Michael Schmidt
Enjoyed the updates and information that Christian provided.
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April 2025 by Mark Richter
Good conversation, seem to be looking out for our best interests.
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April 2025 by Adam Friemark
There's no one else I would trust with my family's financial planning and future. This team provides exceptional service and you can tell that they truly care.
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April 2025 by Ricky Much
Everything went well
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March 2025 by Mitch Patri
I have worked with Dave for a number of years and feel very comfortable with his advice and the management of my funds!
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February 2025 by LJ Gitz
We've always had great experiences dealing with Mark at Avaii. He explains things thoroughly and responds quickly to any questions or concerns that come up. We feel confident entrusting our finances with Avaii. Thank you.
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February 2025 by Craig Taylor
Christian has been very helpful guiding us with our finances. He explains what is happening in the market and how it affects our investments. Our questions are answered thoroughly.
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February 2025 by Margie Carlson
We have been working with Avaii for years. Christian is wonderful! He is very knowledgeable and so easy to talk to. He answers our questions and I know that if we need anything we can call and get a timely response. He's our advisor and friend. We wouldn't go anywhere else.
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February 2025 by Jim Koehne
Always enjoy talking to Christian or any of his staff. What I like the most is that he listens to us and addresses our questions. Very straight forward and no nonsense.
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February 2025 by Greg Bowen
Well prepared. Answered our questions succinctly with easy to understand words
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January 2025 by Jason Severson
Mark T is great to work with. Takes the time you need to explain things so you can understand. I highly recommend.
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January 2025 by Anne Donnellan
We had a fantastic meeting with Christian who gave us a thorough review of our financial progress and briefed us on our future outlooks. Our meetings are always educational, informative and helpful.
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January 2025 by Dyanne Ramirez
Advisors are very helpful and knowledgeable.