“We moved our portfolio over to McFawn Financial Services close to 15 years ago and it was the best decision we've made. Dale, Pat and the rest of their team take great pride in cultivating a relationship with their clients, which means everything. Aside from the fantastic performance we've attained in our portfolio, Dale always takes the time to answer any questions we have and has really helped us create a crystal clear path to reach the goals we have set. We couldn't be happier.“
“Steve’s knowledge has proven to be incredibly valuable in the past year that I’ve been working with him. He has always been eager to answer any questions within his scope of expertise or refer me to the right person within his trusted network. With his guidance, I finally felt confident enough to become a full-time business owner. I trust that any decision Steve makes will always be in the best interest of his clients, and I look forward to continuing to work together so that I can hopefully retire early! ?“
“Mike and his team are great. First and foremost, they will be honest and respectable with you or your loved ones. Secondly, they provide a great breadth of knowledge and expertise in their field. You will be in good hands with IWC.“
“I didn't know what to do as I plan on retiring this year. I made an appointment with Tom VanDoorne Jr who gave me terrific advice after answering a few questions. I was worried that a financial planner wouldn't want to even talk to me as I don't have a great deal of money, but Tom treated me like a millionaire and with total respect! I will be contacting Tom again in a few months to have him handle my funds and help grow my account to allow me to retire with peace of mind. That alone is priceless. You can't go wrong to select Firma Financial Planning to take care of your financial needs!“
“Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.“