Tara Harger The ladies here are super sweet! So helpful!
I’m not the fastest and they were so patient with me! Definitely will come back and recommend to all my family and friends!
Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.
Dennis I have had a Business Line of Credit with Idea Financial for just under a year now. My company was up for annual renewal in a couple of months. One of Idea Financials Client Success Associates, Jorge Soto, reached out to me to inquire about renewing early. I agreed and with his assistance my company was able to receive a huge increase in available credit! Jorge made the process very easy and I would highly recommend Idea Financial!
Nancy Alvarez Increíble service!! The staff in DAB has great Customer Service. There is not one time I call that Mayeline Alejandro or Ana Gonzalez do not go out of there way for. Thank you all and keep up the great. You guys really make a difference!!!!
Holly Bauerlein Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.