Reviews

14 Reviews

Brett Willson

24 March 2025

24 March

2025

Tom was my financial advisor for many years. He analyzed my investments and cash flow, provided sound recommendations and explained them to me in a thorough, pr...
Read more

Charles Hershberger

12 March 2025

12 March

2025

Tom is a very dynamic and thorough professional. His attention to the smallest details is astonishing in todays fast pace world. We utilized Tom’s services for...
Read more

Gwen Gale

10 March 2025

10 March

2025

Tom has been my financial advisor for the past 10 years. He is very meticulous, and detail orientated. He is very honest and dedicated. I highly recommend us...
Read more

Barbara McCleary

08 March 2025

08 March

2025

Tom worked with us for many years as we were planning for our retirement. Now that we are retired, we are secure in our knowledge that we have the finances to ...
Read more

Dennis Huston

05 March 2025

05 March

2025

I've known Tom for well over 10 years in a client services relationship. Interactions have been quite pleasant, efficient, and productive, and he comes prepare...
Read more

Milt Robinson

05 March 2025

05 March

2025

I've known Tom about 15 years and would trust him with any business. Tom is as honest and hard working as you will ever find anywhere. His knowledge is extensiv...
Read more