We are grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism we offer. Please take time to read the following:
Mark did a great job in helping us to improve our employee Group Benefits plan while bringing additional value to our employees via highly informative seminars on various financial topics.
From a Business Paul Vedam, CEO, TierOne OSS Technologies Inc.
Mark put some safeguards in place to protect me and the business in the short term, while developing a plan that maximizes corporate assets and minimizes taxes well into the future.
From a Business Owner Dave Wingert, Owner, Dettmer Tire & Auto Centre
Mark invested many hours over several meetings with us to put a plan in place that ensures my wife and I will be on solid financial footing well into our 90s, and beyond if we make it that far. It was way more than we expected.
From a Senior Citizen F. Viveen
When I retired, I was unsure how I would manage my income to allow me the chance to travel and maintain my home. Paula made an appointment and sat down with me, outlining my options and the best way to achieve this. Thank you Paula.
From a Retiree
I was not happy with the interest I was earning on my bank investments. Paula came to my home, looked at everything and came up with suggestions to maximize my investments. I would highly recommend Paula.
In the four years working with Ryan he has been extremely patient, understanding and always willing to re-explain a concept if I don’t grasp it the first time. I would be happy to recommend his services to others.
Prior to professional financial advice, I found my financial situation to be a bit messy. Since working with Ryan I now have a better vision and understanding of my financial situation.
During the three years working with Ryan we got married, bought a house and had our first child, any one of which would have been a stressful situation. Ryan was able to guide us in making the best decisions with his financial knowledge and understanding.