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“The counselor was knowledgable and answered my questions to my satisfaction. She was able to direct me to the correct education classes I need to take to start my financial journey”
“Jack and his team are fantastic! They are well-versed in a wide range of financial matters, from investment strategies and retirement planning to tax optimization and risk management. They explain complex financial concepts in a clear and concise manner which I appreciate. They patiently answered all of my questions, ensuring that I had a solid understanding of the strategies and options available to me. They provide a warm and friendly atmosphere, which made discussing financial matters comfortable and approachable. I never felt rushed or pressured into making decisions. I have sought Jack out for his professional input on many situations and financial decisions because I value his opinion in many ways. I highly recommend Jack Schirner and his team at Edward Jones!”
“I needed help filing my taxes and fixing filings from a previous year when I lived overseas. Dana Hopkins was wonderful and made the process a breeze. I highly recommend Trimble & Co.”
“From the moment I walked in, Carmen and the whole team made me feel welcome. The process was simple and stress-free, and every question I had was answered clearly. What really stood out was the personal touch I never felt like “just another customer” being rushed through a line.
At other banks, you can feel like a number, but here I felt like a person who mattered. Carmen took the time to explain everything and made sure I understood my options. The whole team was friendly, professional, and genuinely cared about helping me get started.
Highly recommend this branch to anyone who wants real customer service that goes above and beyond!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Our family trusts TriCord Advisors, Inc. with our financial planning needs. They take a holistic approach to financial wellness and have ensured that our goals are being met. Client services are outstanding.”