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October 2023 by Caren Fried
Valerie is a wealth of financial knowledge and has great way of keeping us in line with our retirement goals. Highly recommend her for anyone that wants to build their financial wealth.
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May 2021 by Amy Wright
Valerie has been a God send! I was very nervous to meet with a financial advisor and was very overwhelmed with the idea of where to even start. I met Valerie in a networking group where I heard her share her true passion for helping women become financially independent. After listening to her and getting to know her I knew she was someone I could trust and I felt very comfortable scheduling an appointment with her to discuss my financial needs. During our initial meeting Valerie patiently explained many things about investing. She repeated things I didn’t quite understand and she even drew me an example on her whiteboard when I wasn’t fully understanding. Since I was so unfamiliar with investing I really needed everything explained. Valerie made sure I understood everything and never made me feel rushed or d*** (which I was afraid I would fell). Instead, I got an education that day and was thrilled to have learned so much about investing in my future. Valerie guided me through some of my divorce issues to ensure I was represented correctly for a transfer of funds. She truly has my back and I am so grateful to have met her. I recommend speaking with Valerie if you need any financial guidance. She will take very good care of you and ensure you are making the best financial decisions for your personal needs. Thank you Valerie for teaching me and caring about my personal situation! You are a blessing to me and I know you have been a blessing to many others. Your strong work ethic and caring nature are second to none!
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October 2018 by Raleigh Cleaning Company
I have had the pleasure of working with Valerie Hoy for the past 3-4 years. She is top of the line! The care and confidence I had when we did our initial consultation was very high. She is such a smart woman. Whether its budgeting, getting out of debt or what she's best at, investing- she is AMAZING. Worth the extra drive for me. It's hard to know who to trust when it comes to your financial future- she's 100%.
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October 2018 by Daniela Alldredge
Valerie's office always stays in touch. She doesn't just take your money, invest it, and then never reaches out. I had a previous Edward Jones rep in Bolingbrook, Illinois who did that and because he didn't listen to me lost me money. Valerie's office called me yesterday to touch base about the major market drop to see if I had any questions, etc. WOW! I was impressed. So glad that I switched my account to Valerie.
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October 2015 by Mary Anne Hooker
I love working with Valerie! I didn't even think I could afford to plan for my future at this time in my life, but Valerie met me where I was and helped put me on a path that worked for me. She inspired me to care for myself through my finances. As a Certified Financial Planner, she brings so much knowledge and experience to the table. She showed compassion to me as a single woman and that was the cherry on top! Thank you Valerie!
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October 2015 by Chad Erling
A CFP like Valerie is hard to find. Not only is she smart but she helps educate you on all of your investment options. She has a lot of experience and the heart of a teacher. When it comes to my financial future, there is no one that I trust more than Valerie. She is as careful with your capital investment as she is with her own!
