Testimonials
“Reid has helped me try to pull together all these little retirement accounts I had to better organize my financial information. He stays in contact with me on a regular basis to make sure I am happy about what is going on with my accounts.
Anytime I have needed to ask him a question, he has responded quickly. If a meeting was necessary, one was set up immediately.
Reid has always been honest with me when I wanted to jump the boat when the market would go down. He would listen and then make suggestions and I normally go with his suggestions since he knows much more about the financial world than I do.
Reid has been a tremendous help in organizing my financial acoounts.”
Top qualities: Expert, On Time, High Integrity
Sissy E.
Client since 2002
“Reid is a great person to have on your team. He always returns phone calls and makes himself available for consultation. He is very knowledgeable about his work and is always helpful.”
Top qualities: Personable, On Time, High Integrity
Christy H.
Client since 2007
“Reid has given us great advice on how to save for retirement and we enjoy working with him.”
Top qualities: Great Results, Personable, High Integrity
Rhiannon H.
Client since 2005
“Reid is very low key while providing the highest level of financial and retirement advice. He really takes the time to examine your situation before he makes recommendations. Exactly what you are looking for in a financial advisor.”
Top qualities: Expert, High Integrity, Creative
David R.
Client since 2005
