Cassi Bentley Rhonda was awesome!! She made it work for me & made it work fast! I couldn’t be more thankful and appreciative of her ! Great customer service! Lacey was also very informative since this was my first time ever getting a loan .
Whitney Norton The service was A1. She is very professional and always updating you. She is the best, i been with her for about 4 years now and she always got me right. 10/10.
Sarah Smith-Jones Before being referred to Brett by a friend, we contacted other financial advisors. They declined to meet with us since our portfolio was "not large enough". We had lost hope in finding someone to work with us until we met Brett. He told us he does not turn anyone away. Bretts genuine goal is to achieve the best outcome for his clients. His approach was not only about the successful performance of our portfolios. He was also focused on all facets of our estate. After reviews and meetings, he suggested other options for us to consider to round out our estate planning. As a result of Bretts hard work and guidance, we now feel comfortable and confident with the status of our estate going into the future and for our beneficiaries.
mark mckenzie I’ve been a client of Joe and the financial services he provides from many years. I can truly say that he is a stand up guy who creates a very calm fruitful and rewarding atmosphere to understanding the process of my financial goals. I’ve had nothing but positive and rewarding outcomes and I appreciate his honest and straightforward approach to business. He’s professional, patient and thorough. He keeps me abreast of any changes to financials, he’s available and he doesn’t BS when comes to returning phone calls, text or emails. He’s always on point and I know his partners at Innovative Financials will foster the same work ethics and values. I’m looking forward to working with you with you on future financial needs. Always a rewarding experience. Thanks again.
T L Brenda has been my CPA for personal taxes and monthly accounting and payroll for my two million dollar revenue businesses for more than 6 years. Her strong work ethics, honesty, integrity and dedication have earned my trust, respect, loyalty and friendship. I would recommend her to anyone without hesitation. Brenda is wonderful !
