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!
October 2023
Very knowledgeable, friendly !! Answers questions and makes effort to help us really understand what is best for our situation and lifestyle-for today and the future Jacob and McKenie are a dynamic team for sure !!
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!
Very knowledgeable, friendly !! Answers questions and makes effort to help us really understand what is best for our situation and lifestyle-for today and the future Jacob and McKenie are a dynamic team for sure !!