lemuel jones I was very lucky to find Fred. He actually cares about his clients well being. My #1 rule in my mind, when I was looking for an advisor, I didnt want one that thought they owned my money. If I wanted it give it to me. Fred does that, but explains the consequences. Hell even research what you want, to help you spend your money wisely. I couldnt be happier.
Deana Calvert For years I was flying blind without a financial purpose and plan. I was paying way too much in taxes and no plan for retirement. My family had always invested in Real Estate but I was tired of needing big chunks of cash needed for Real Estate purchases. Enter Daniel - I kept running into him everywhere in town. Turns out he is deeply rooted in the local community and charity organizations – I started asking around and everyone had nothing but great things to say about him. He has solved all of our financial problems, and we now have a great plan. He works very closely with my CPA to keep us financially on track and is really good with explaining what I am investing in and what amount of risk I am taking. There is no one else I would trust with my money. We Highly recommend Daniel for all your financial advisor needs.
Ed Forrest There is an old saying: "Top Notch". Thats the experience my wife and I have had with Bruce Alden. "Thoughtful", "Compassionate", "Trustworthy" are only a few words. We had had a rough time...and he clearly walked us through the options. No pressure. No commission...pressure. Yes, there is a fee, but seems to us to be worth the price. August-2016
