Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!
November 2024
My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.
October 2024
Five star service all the way! Spencer is the real deal, knowledgeable, professional, and really wants to help you hit your financial goals. I felt this was not just a job to him but a passion to help people make the best decisions to ensure their future financial plans. He wants you to succeed. I was very lucky to have him help me with great solid advice. Thank You Spencer, I really appreciate your services.
Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!
My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.
Five star service all the way! Spencer is the real deal, knowledgeable, professional, and really wants to help you hit your financial goals. I felt this was not just a job to him but a passion to help people make the best decisions to ensure their future financial plans. He wants you to succeed. I was very lucky to have him help me with great solid advice. Thank You Spencer, I really appreciate your services.