When asked how our firm has exceeded expectations, Craig Witbart stated:

"Communication is far better than with other advisors.”

Craig Witbart is an investment advisory and insurance client who has not been compensated for this statement. 6.17.21

When asked how our firm has exceeded expectations, David & Mary M. stated:

“The attentiveness and response of the entire team and your efforts to work in the community through various volunteer opportunities.”

David & Mary M. are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21

When asked how our firm has exceeded expectations, Gary B. stated:

"Per your risk analysis we were overly exposed to market fluctuations. Since redistributing our assets, we have truly had our account "stress tested" during the recent pandemic."

Gary B. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience. 7.1.21

When asked how our firm has exceeded expectations, EM stated:

"Retired sooner than expected."

EM is an investment advisory and insurance client and has not been compensated for this statement. 7.1.21

When asked how our firm has exceeded expectations, Tim Nienhaus stated:

"The detail of our plan and the potential to still leave funds for our kids or grandkids."

Tim Nienhaus is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client's experience. 7.1.21

“Knowledgeable, Professional, Courteous, Excellent Communicators.”

Craig Witbart is an investment advisory and insurance client who has not been compensated for this statement. 6.17.21

“Knowledgeable, Listening and offering alternatives.”

David & Mary M. are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21

"Megan was very conscious of our situation. She was understanding and prompt when we asked for specific documents."

Gary B. is an investment advisory and insurance client and has not been compensated for this statement. 7.1.21

"Awesome experience working with everyone."

Gary B. is an investment advisory and insurance client and has not been compensated for this statement. 7.1.21

"Friendly, knowledgeable, helpful."

EM is an investment advisory and insurance client and has not been compensated for this statement. 7.1.21

When asked the main reason for working with our firm, Gary B. stated:

"Highly knowledgeable about market conditions and options in planning for the future."

Gary B. is an investment advisory and insurance client who has not been directly or indirectly compensated for his statement. 7.1.21

When asked the main reason for working with our firm, Tim Nienhaus stated:

"All bases are covered to ensure a successful plan that is individualized."

Tim Nienhaus is an investment advisory and insurance client who has not been directly or indirectly compensated for his statement. May not be representative of all client's experience. 7.1.21

When asked the main reason for working with our firm, Craig Witbart stated:

“Personalized Service.”

Craig Witbart is an investment advisory and insurance client who has not been compensated for this statement. 6.17.21

“Keep doing the same things.”

Craig Witbart is an investment advisory and insurance client who has not been compensated for this statement. 6.17.21

“Keep up the good work.”

David & Mary M. are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21

“We're pleased with the services we've received over the years. Hopefully the impending expansion of your offices will enable you to continue your fine service and expand our family of retirees and retiree hopefuls."

David & Mary M. are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21