Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!
Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.
Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.