What Our Clients are Saying
“Nate has been extremely helpful with my financial decisions. He's very thoughtful and returns my calls right away. I would highly recommend him to anyone looking for a financial planner. Oh yeah .... and he's made me a lot of money!”
— Hugh J.
Kyle is very knowledgeable and always takes time to listen to, and understands his clients needs. We have worked with several financial institutions, but none have come close to the service that Kyle provides. We would highly recommend him - he is awesome!
— Kathy R.
“I can gladly give Nate 5 stars. Nate is the 3rd FA I have worked with in the past 15 years. The other 2 delivered lackluster performance and were not that interested in my plans nor how I was doing. Nate went so far beyond what the others delivered that it was glaringly apparent. Yes he has delivered great investment results, he also offered suggestions in areas beyond return on investment that have had a significant financial and peace of mind impact for us.”
— William C.
“Nate is very responsive and has developed a portfolio that meets our needs and investment goals. We have been very satisfied with the options and management that Nate has provided. He takes time to listen and provide areas for consideration.”
— Cynthia T.
“Nate has done a great job in educating us, listening to our concerns, etc. In addition, his communication is great and our investments are growing. Highly recommend!”
— Patricia L.
“I have worked with Nathan for many years, and I'm happy with the results. He is always patient and takes all the time I need to understand my financial plan and assist with decisions regarding this plan. He is available for questions/guidance on an as needed basis, and responds quickly if not immediately available.”
— Susana H.
“Been with Nate for many years and his advise [sic] and hard work has allowed us to feel comfortable with our investments and savings.”
— Donald B.
“Nate is always available to talk, provides expert advice and cares about his clients.”
— D.R.