Carol Waldeck Bill Mahan is an extremely intelligent and experienced Financial Advisor. After having gone through a totally frustrating experience with a local bank trying to close an account my sister had after she passed away I contacted Bill regarding an account she had with Ameriprise. He reviewed the transaction and advised me what he needed to take care of me. We met at his office and he immediately handled the transaction. Explained what we had to do and prepared necessary documents. Everything was mailed in and he helped me send in the finishing documents. His staff is friendly and also very efficient. Ameriprise and Warren is lucky to have him.
Jonathan Luft Jeff and Kim at Lehigh Financial Group were extremely easy to work with throughout the process of getting a commercial loan. They were communicative, professional, and helpful every step of the way. Would absolutely recommend them and look forward to working with them in the future!
Ken Hoffer My wife and I have been assigned Shawn as our Financial advisor. His knowledge of the markets and financial tools available is literally mind blowing. What I like about TRS is that my wife has the security she needs with her funds while at the same time I can assume as much risk as I can tolerate.
Thomas Navarro Excellent experience dealing with Mike & Gina !! From day one, Mike asked all the pertinent questions to understand my needs. He followed up with several plans based on my needs.They treated me like family, and it made me feel SPECIAL!! I would highly recommend Mike and his group !!
Morgan Wray Austin Rehberg was extremely helpful in helping find the perfect coverage for our family. He made sure we had everything we needed in our health, dental and vision plans and at a price we can afford. If you are looking for someone who is personable, thorough and knowledgeable, Austin is your guy! I can’t recommend him enough!
James Morrissey Trustworthy advisor, many options for investments. Great performance in my kids 529 plans. Recommend everyone with kids check into this the younger the better!