Waymond Floyd Truly some great people! A comfortable experience. No grey clouds at all in that building they make you feel like friends almost family and not because you’re doing business with them. We shared information totally unrelated to the business we were working on and they also give great advice and helpful information unrelated to the business we kept. I trust them with my business and appreciate a listening ear.
Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.
Johnson Pest Control They did a good job, they have a lot of knowledge and good staff. I am.only giving 4 stars because their attention to detail was a little lacking for me. Certain documents that needed filed werent. But overall a solid company. Would use again.
Randall Chioini As an attorney I deal with many financial advisors, however, Annie is one of the finest in the industry. If I need a client to get good advice and an excellent snapshot of their financials, I recommend; Annie.
Sue Robbins Working with The Center is an absolute pleasure. Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful. Each team member demonstrates top notch client service and is always responsive and helpful. You will be in good hands working with The Center team!
Lenore Hubbell Great advisors. Been with them for quite awhile. Thank you for all of your professional help. See you soon. Hi, Jason, I was in today to let you know I wont be at the Crystal event. Keep me informed of whats going on. Thanks Lenore Hubbell.