MICHAEL Budzinski Very good group to work with for investing in yourself and future. Bryan and his team are well rounded and have alot of knowledge to help get you started to secure a future.
Jaclyn Hattermann Highly recommend Terry and his administrative assistant, Jessy! Jessy is timely with emails and communicates very well! Terry is extremely knowledgeable and helps make important financial decisions, and cares about his clients.
Brian Berkey Jeff and Wendy Malas make a great team. I have been investing with Jeff Malas for many years. He has a Christian background which I love. He provides advice that is best for me rather than his commissions. He advises on debt reduction and investing to balance my financial future. I highly recommend Jeff and Wendy as financial advisors.
kris diekhoff I had an amazing experience with this company today! The customer service from Danny was above and beyond! He was Friendly, knowledgeable, and always ready to answer my questions. I highly recommend them to anyone looking for an insurance agency that puts customers first!
Kris D.
Marilyn Habecker Jeff and Lorri are so kind and patient. They are a tremendous help to me since my husband died in June 2024. Managing finances was his job and now I am learning with excellent teachers.