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We value our relationships with all of our clients and pride ourselves on our exceptional support and service. Find out what some of our clients have to say about working with us.
We have a lot of respect for Derek. He is knowledgeable, straightforward and honest. He really cares about his clients and works hard on their behalf.
Derek is an excellent financial advisor. We are very pleased with the recommendations he has made to us. He can be trusted to give accurate, timely advice.
You truly have our best interests at heart. Although we look to you for advice to help us meet our retirement objectives, you always take the time to look at the whole picture and that is why we trust you. You have always made us feel that what is best for us is what matters even if it leaves you with a little less in your own pocket.
We were very fortunate to have been referred to you. We not only respect your financial decisions but also your life decisions. Lots of good advice in the 12 years we have known you. All the Best for your 25th and many more!
Derek, we thank the day that Linda suggested that we see you for our financial advice those many years ago. You put us on the "straight & narrow" for retirement planning. You have also taken care of Mom's hard won savings for her. Also I know you have helped our son. We send you our love & appreciation on your 25 years!
Derek, congrats on 25 years. You have been a great friend to me! I appreciate all the help and support.
Derek, Congratulations on 25 successful years. We appreciate your honesty, dedication and tremendous efforts to make the best of every situation. Your assistance in financial matters has been invaluable. We wish you continued success in the future. Thanks for all your help.
Congratulations on such an accomplishment - 25 years - It is great to see how much you enjoy what you do--it shows. You are very well respected and you make your clients feel like family/friends. Your help to my family and myself means more to us than just a professional relationship as your beliefs and morals act as a guidance to us all. Thank you.
Congratulations on your first quarter century in business. I still remember interviewing several financial advisors and how your sincerity and obvious honesty stood out above all the others. We have never regretted choosing to place ourselves in your hands.
Thank you for all your investment and financial guidance over the years. Now that "retirement" is ever so near, I expect to rely on you even more. I definitely know you will be there for Renee & myself. Congratulations on 25 years in Financial Management. We sincerely wish you an abundance of success going forward.
Thank you so much for your guidance in the good times and the “handholding” in the bad times. I am proud to refer you to my friends and relatives. Congratulations on 25 years of faithful service. May there be 25 more!
Derek, you have made an excellent choice to use your skills in the field of personal finance. Although we haven't always followed your advice, we've always known you had our best interests at heart, and that is so important. Joe says he'll make chili for you again soon!
As one of your first clients, we have kept our trust in you and accepted your guidance throughout all these years. Thank you for always being available and making us feel special.
Thanks for your guidance over the years. It's comforting having someone you absolutely trust watching over our investments.
Congratulations on Twenty-five years "plus". We have enjoyed over 20 years of financial guidance from you. The "plus" of course is in reference to the way in which you and your staff have diligently provided that service to meet our needs. You definitely walk the talk.During this time we have become well acquainted with both you and your family and the inspiring values therein. It has been a pleasure knowing all of you. All the Best. PS....I still remember the cornflake pie and ice cream.
Thank you for almost twenty years of financial guidance. We appreciate your honesty and advice and the genuine interest you show in our personal lives. Congratulations on your 25 successful years. We wish you many more!
Hi Derek, Peter & I are so thankful for your years of calm and sincere guidance. Many more years of happiness with your clients and wonderful family.