5 /5 Lauren Wootton: Way more than advice… real strategy. Nick, Robin, David and the entire Proper Wealth team are outstanding! I’ve relied on Nick for years now for solid wealth strategies as well as business guidance. He and his team are always on-it for us, insightful and invested. I could not have built the company I did without them and wouldn’t trust anyone else with my growth. Highly recommended!
Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too!
Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.
Terry Bruce No answer, kicks you over to voicemail, you listen to the greeting telling you they will call back, leave your info, and........."this mailbox is full, try later".......3 weeks, at least 10-15 attempts, always the mailbox full scam.
Jennifer Shelton Ms. Megan is top notch! She had to work a couple hours but finally was able to get the funds to pay my parents electric bill that was gonna be shut off in the AM.