Financial Planners near Auburn

“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“

“My spouse and I have been clients for several years now and I couldn’t be happier with Pace. Because of our age and recent retirement at the time, I was cautious and truthfully suspicious because of articles I’d read about financial managers and scammers. I’ve since become very at ease and completely trust this staff. As things change in our world ( which has been a lot), I still have 100% trust and confidence in Pace. I always feel better after having financial reviews because everything is explained in detail and if I have questions or concerns, I can call, text or email and am answered or an appointment set up immediately. Jacob and McKenzie are the best!“

“A financial advisor that can be trusted 100%. A true Christian who demonstrates God's word in all he does!“

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“Dixie has filed my taxes for the last 3 years. She is always professional, thorough, and efficient! Her assistant is quick to schedule a tax appointment (during what I'm sure is a very busy time for Dixie) and before the appointment is very communicative, providing reminders and a list of everything I should bring to make sure that my taxes can be filed most efficiently. Dixie's knowledge and experience is extensive, and it's obvious in the care she takes with my money. She makes the overwhelming task of filing taxes simple and easy. I plan on continuing to trust Dixie and her team with my taxes and financial needs, and I highly recommend them to anyone in the area!“