What Clients Are Saying About Us

Choosing a partner to help you reach your financial goals can be scary, especially when unexpected events can impact planning. Read what a few clients have to say about taking this journey with us

Melanie Said... Back to Top

“Always a fun day when we get to meet with Kris Maksimovich. Retirement on the horizon is a beautiful thing! Grateful we met 20+ years ago to travel on this path together.”

The statement was provided in 2022 by Melanie 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.

Barb Said... Back to Top

“I wouldn't have my account anywhere else. Kris has managed my portfolio with care and excellence throughout the volatility of the last decade. A well-balanced allocation has provided me with confidence and makes me feel well protected in my retirement. Executive assistant Tiffany is friendly, accurate and available to help no matter what. I am blessed to have them as my financial planning team!”

The statement was provided in 2016 by Barb 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.

Rob Said... Back to Top

“I've been a client of Kris' for at least 6 years now and wouldn't trust my financial portfolio with anyone else. Kris is professional and trustworthy. We make changes to my portfolio together and he understands the level of risk I'm willing to take. I would recommend him to anyone looking for a financial adviser.”

The statement was provided in 2008 by Rob 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.

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