Ralph
GBThe way they laid it all out for me The way they laid it all out for me. They explained everything to the smallest detail. Made it so easy. I'm not tech savvy so they took me through all the steps. Step by step. My brother-in-law got on a conference call with me and my advisor. My brother-in-law is a know it all,but I can't deny he is incredibly smart. He asked all his questions, I'm sure he was hoping to find something wrong, but my counselor shut him down. He had no questions unanswered and was absolutely satisfied with the direction I was taking. I personally would highly recommend them to anyone looking enhance their financial future!
Kelly
GBBest investment I ever made They provided a great service at an affordable price. They developed a sound retirement plan for me, including target allocations for my existing rollover and my Thrift Savings Plan. Learned more in a 30 minute zoom meeting than I had in over a year working with one of the large brokerage firms that had been managing my account. I feel much more confident in my current investments and look forward to working with them when it's time to de-accumulate the funds. I highly recommend Tyler and his team.
Darlene C
GBMckayla Johnson initially impressed me… Mckayla Johnson initially impressed me with the prep work she put together even before we started. If she worked this hard before I became a client, I felt she would do due diligence for a client. She has been patient with my computer-ignorance, walking me through step by step. I am optimistic about managing my funds for retirement.
Valerie
GBMy financial planner was an expert at… My financial planner was an expert at explaining, and making sure anything I did not understand, was clarified. He was patient and kind and really instilled a sense of trust in me that him, and the company had my best interest in mind. Both on zoom and multiple phone calls plus emails I felt he was really ‘ taking care of me’ and not just dollars. After my first zoom meeting I had such an enormous sense of relief going forward in my life, financially. I have already referred the company to several people and will continue to do so in the future. Great service!
Lisa
GBWhat made my experience so great What made my experience so great? I would have to say it was my sales agent, Eric. Eric was very patient with me and very knowledgeable. I’m so impressed with the company and would recommend them to everyone!