Brandon Black Working with Dan and his team has been a transformative experience, providing not only peace of mind but also a clear, strategic path towards achieving my financial goals. Dan’s expertise, patience, and personalized approach makes him a true asset to anyone looking to navigate the complexities of personal finance.
Jamie Meek Carter Financial Group is amazing. It was a little tough getting some of my stuff moved over but Mandee worked diligently and persistently until it was done. Client service is impeccable! I highly recommend them!
Lisa Weaver We met Ryan in 2016, when he knocked on our door. The best decision was opening the door, since then he has helped us with several accounts. Hes reliable, organized, thorough and honest!!
Hunter Haddad Chase was excellent to work with, other people saying he is rude obviously didn’t actually talk to him.
Chase went above and beyond in a very professional manner, explained to me my rights, explained to me how GAP works, and even went above and beyond to help me contact gap.
In a world where honesty is hard to find, my interaction with chase was a breath of fresh air.
5/5 whenever you need anything ask for Chase!
