Kirk,
Thank you again for the time you gave us on Wednesday to go over our taxes. We really appreciate your wisdom and guidance in these matters.
Since we've switched our investments to Friedline, I can't tell you the weight that's been lifted. We (for the 1st time) have peace and confidence in our retirement plan.
We also enjoyed getting to know you a little better and hearing about your history with baseball, wedding, and vision concerns.
We will be praying for you and Lyall in this (eye) area and that He will continue to bless your lives and business.
Jim & Mel
This statement was provided on April 2021 by Jim and Melonie K. who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Jason,
Thank you for your time in helping me review my 401(k) investments quarterly. I appreciate your help in preparing me to reach my retirement goals.
Carmon D.
This statement was provided on 5/15/23 by Carmon D who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Dear Lyall,
I want to thank you and Cindy for your patience with me today. Whenever I need any help with my financial questions you always take the time to explain everything in simple terms for my understanding.
Your solution to my problem today was exactly what I was looking for. You always take the time to understand my request and do not make me feel rushed.
Thanks again.
Warm Regards,
Bert R
This statement was provided on July 12, 2021, by Bert R who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.