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April 2023 by Anne Rowley
We have been extremely pleased with all aspects of Connect Financial. Our rating is based on personal customer service, prompt up-to-date correspondence about accounts, advisors who are easily accessed to answer questions, andportfolio options that meet our needs. We highly recommend them!
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December 2022 by Bradley Vaterlaus
At Connect Financial they do everything they can to make sure you have all the information to make decisions regarding your personal finances. They will meet with you as many times as needed for you to feel comfortable with what the decisions you make. They are willing to meet with you as often as you want to keep you up to date with your finances.
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December 2022 by Lee Hansen
Having dealt with investing and finance for many years I have an understanding of the challenges surrounding it. Tyler’s expertise, approach to investing and his personal skill in the art of presenting, make him a genuine pleasure to work with. His 20 plus years in the game make his presence in positive and volatile markets alike, a powerful force that lifts a heavy burden and along with it, my concern for the future.