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Testimonials

See What Our Clients Are Saying

Michelle and I have known Brian for a number of years. He has provided sound advise on our mortgage which we believed has saved us thousands over the years.
Brian was right there with us when the markets have been down and often shares new ideas with the goal of protecting our money and putting us first. Wee would recommend Brian to anyone who is looking for someone who wants to deal with an advisor who shares ideas and concepts relevant to today’s market.

- Duncan and Michelle Prestage

I have known Brian for over fifteen years. I am happy with the fact Brian does not hesitate to come up with new ways to help my family and me. The latest example is helping me organize my financial life and put me on the right track. Brian’s philosophy is to educate me and my wife to make better financial decisions rather than telling me what to do which makes us more comfortable about the direction we are going.

- Gary Schneiderbanger

I was referred to Brian by my brother. With Brian’s approach we were able to get all our finances in order. He also spent a lot of time going over a number of important items covered in the Financial Viewpoint. We appreciated Brian’s ability to take some complex issues and break it down in terms we could relate to. He made insurance easy to understand.
Both of us like the fact that Brian works in a collaborative way in order that we can solve some complex problems together.

- Kelly and Jonathan McKee