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“We have been using them for many years and I have used CPA services for over 40 years. I am repeatedly amazed at the service we receive from Eide Bailly in general and Mike Klaich, CPA specifically. We have multiple complex business income tax returns. Mike gets the returns back to me in less than 24 hours after I provide him with the information. The previous firm would take weeks to get done what Eide Bailly does within hours.”
“Lou Robinson, CFO, has been a trusted financial advisor of mine for almost 15 years now. When we first spoke about me investing my retirement funds through his trust company, what he told me was, "The more you find out about us, the better we will look compared to other retirement management companies. " And he was right. The more research I did, the more impressed I was.Alliance Trust is a fiduciary and therefore held to a higher legal standard of representation. I compared the fees to my previous investment management company, and Lou was right, Alliance's fees were maybe half of my previous company's. But honestly, it's not even about the fees, though that is definitely important. It's about what quality of service I always get. The attention to detail and time Alliance invests in me, as a client, makes me feel like I'm not just another number; I'm someone who matters.The knowledge that I've gained since working closely with Alliance in my business and personal investments is incredible. I've never had a company go out of their way to go above and beyond before.I would recommend Alliance Trust Company to anyone and everyone. They have employees who care at this company. They go the extra mile to make sure they take care of your best financial interest, and make sure you understand what is going on.”
“I am so incredibly proud of our agency and staff. They are great at what they do and provide an invaluable service to the community. Most of the comments left are from former disgruntled clients. Please disregard!”
“I would like to thank the 2 people who helped me yesterday. Both teller and manager saw my behavior and saved me from myself. I am completely indebted to you both. Thank you for a great job.”
“Went into the office to open a new account. Brand new facilities and an amazing front desk staff. In particular, Ruthie was super helpful and knowledgeable. Was a great first experience.”
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“Caring, professional, ethical and transparent. Not sure what more you could want from a wealth advisor, but if there are any doubts, he's also an author of a very comprehensive money management book!”