Doug Wasson Steve is a top notch adviser and has been an incredible help to my family. We highly recommend his financial services which are grounded in a wealth of knowledge and wisdom in navigating the financial world. Steve also has the grace to customize a tailor made approach to the clients needs. We have worked with Steve over a decade and the results have proved solid fruit over a period of time through his services.
Wald Taylor Ive gotten to know Stephanie over the past few years and have always been impressed by her professionalism, reliability, and strong work ethic. She’s responsive, detail-oriented, and a pleasure to work with.
Melissa Fielding I originally went with with a “Big” bank for my first mortgage. 36 hours before closing, that bank decided to back track on the loan and Cardinal (Hillary Bryand) saved the day. I was able to transfer all of my paperwork and close within 2 weeks with my same rate and lower closing cost. I wished I would have picked them 1st, but I trusted the bank I had been with for years. I’m so glad that I found Hillary and the Cardinal team.
J. Fischer I’ve been a Financial Synergies client for many, many years. My mom and dad originally introduced me to Mike Booker and Bryan Z and I’m forever grateful. Not just for the increases in my investments, but for the peace of mind they give me during turbulent times. Will Goodson is my day-to-day contact there. He is brilliant when comes to my taxes and retirement type questions. I give them a solid
5-stars!! Call them for a consultation today.
