“Nathan genuinely wants to help people grow their wealth. He does not try to sell you things you do not need. All in all, this was a very pleasant and stress-free meeting about my finances.“
“Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!“
“All I can say is you will be very happy you made this choice when you leave. All around great guy.“