Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.
Blake Detwiler I can’t say enough good things about working with Michael! Not only is he incredibly knowledgeable and professional, but he truly takes the time to understand your personal goals and look out for your best interest every step of the way. You never feel like just another client — he makes everything approachable and easy to understand.
Bonus points for having the cutest office dog who makes every appointment even more enjoyable. If you’re looking for a financial advisor who is both personable and trustworthy, look no further!
Weston Varnes My wife and I had 2 years of back taxes to file (totally our fault for dropping the ball) and hired Tom do them for us. It has been 6 months the IRS never received them said they were never sent in. He has completely stopped answering our phone calls, text messages, and emails. He surely had no problem taking our money for the “service” he provided.