In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being... read full review
July 2023
In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term \\\"partnership\\\" because that is exactly what it is with TFS - a true partnership. We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals.... read full review
November 2022
In 2007 we became clients with Terwedo Financial Services. In 2008 the bottom fell out of the financial world. We'll here we are in 2022 and we are still very happy clients. It's not just a business relationship, it's a friendship as well. Dale and Aaron listen to our questions, things that are important to our future and our feelings about investing. The entire staff has also done massive research when we had questions about long term care insurance. Aaron was also very helpful with guidance when a relative was hospitalized. We are very confident that TFS will successfully guide us through whatever the future brings . The entire staff tries very hard... read full review
In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being... read full review
In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term \\\"partnership\\\" because that is exactly what it is with TFS - a true partnership. We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals.... read full review
In 2007 we became clients with Terwedo Financial Services. In 2008 the bottom fell out of the financial world. We'll here we are in 2022 and we are still very happy clients. It's not just a business relationship, it's a friendship as well. Dale and Aaron listen to our questions, things that are important to our future and our feelings about investing. The entire staff has also done massive research when we had questions about long term care insurance. Aaron was also very helpful with guidance when a relative was hospitalized. We are very confident that TFS will successfully guide us through whatever the future brings . The entire staff tries very hard... read full review