February 2024
Dale and Jackie are amazing , great advise and follow up , has done great w our portfolio , wouldn’t hesitate to refer !
February 2024
Dale manages our money and has all our trust. I've referred my sister, brother, daughter, brother in law and a few of my best friends. I like that he returns calls and that he reviews our account on a regular basis. He also manages our grandkids 529 plans for college.
August 2021
Dale is great to work with. He is extremely professional and thorough and I wouldnt hesitate to reccomend him. I'm sure our investment is nothing compared to other clients but I've never felt like we have been treated differently because of that. And most importantly we always make money!
