Don't take our word for it
Our customers depend on us to provide them with reliable, useful and knowledgeable tools to navigate their financial life. We do our best every day to not only meet but exceed their expectations. Here's what our customers say about our efforts.
"Alas we'll be stuck in Portland on the 8th -- but we're in Hawaii right now with Brian and Young-jin. Today at the Moana Hotel -- over Mai Tai's -- we spoke of you and how much we value your care for all of us. We felt that it was because of you that we are gathered here in Hawaii, enjoying being in such a wonderful place together. So, THANKS!!!"– Ricki P
"As you must remember thanks to you I do HAVE
"In these difficult and trying times it is comforting to know that caring people like Randy and Jenn have our best interests in mind and they do really CARE"– Bob K
"I have just said "thanks to Randy the money man" to a friend when regaling her with last weekend. SO reckon I should thank you as well! This is a real quality of life client thank you... What joys you have enabled us to have"– Cordelia R
"Who better than you to be my financial guru, advisor, mentor! You're
"Thank you for all you do for me and particularly the safety net
"Thank you for your guidance and care. You go above for your support and willingness to share, listen, weigh in, and consider. Appreciate you in my family's life" - Amy B
"Thank you so much for being there for us during this difficult time. If not for you, my mom could not have remained as comfortable as she was in her own home. I thank you so much for that." - Robin B.
We saw this quote over the weekend and both immediately thought of you….
“When you have the right Financial Planner…life can be brilliant” And our lives are brilliant…thank you!!! Regards, Janine and Bob
"I know that buying my place in NM made no sense in terms of financial investments, but I'm very happy here surrounded by this beautiful landscape, and love being close to Ma and Mike, and my sweetheart, Jeff. The house is midway through being re plastered, so it's a dismal grey currently, instead of a rosy pink adobe, but I wanted to show you my little place and new car. Thank you for all your help enabling me to live a life I couldn't have even dreamt of when I first spoke to you 3 years ago. I'm looking forward to seeing you and Gwen in Albuquerque next month" - Anna B