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April 2024 by P. Allen Thomas
Probably a better fit for those with limited financial knowledge and who do not ask questions. Being new to the area we were looking for a local advisor and spent two sessions with Patrick. Unfortunately, he was very vague with responses and spent more time criticizing our current investments than offering advice. He insisted on managing our entire portfolio before he would offer any recommendations. When we asked more detailed questions he abruptly ended our discussion and suggested we work with another advisor since he was not a good fit for us. We will keep looking.
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March 2024 by Su Taylor
Started a client relationship in Nov 2023 after attending one of their dinner seminars held at Frankie Rowlands. Definitely alot of useful information was shared and we felt it was worth our time to see what services they could offer for continuing on the right track to prepare for our retirement years.We are looking forward to having Ayers Financial as a partner in helping us reach our retirement goals.
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June 2023 by Tara White
My husband, Roger, and I have been so very impressed with Patrick, Aaron and the entire Ayers Team! They are all very knowledgeable and professional. They don’t just take your money and invest it. They explain all your options, in great detail, and listen to your retirement wants and needs and help you be much more educated in preparing you for your retirement years. It shows in everything they do, that they care about you and take pride in their work. Thank you Patrick and your entire team for making us feel so much better about our retirement years and for making us feel special! The welcome gift basket was such a sweet touch also, thank you!!!
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May 2023 by Cathy
Ayers staff is always friendly, helpful and goes above and beyond to make us feel like part of the Ayers Financial Services family. They provide services and advice that are helping guide us through our retirement. Highly recommend them if you are nearing retirement and need help with putting a plan in place.
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April 2023 by Steve Weir
In my dealings with Ayers, they have been a very professional and trustworthy group that pays very close attention to detail and doesn't cut corners. The team at Ayers is very knowledgable across a wealth of financial services issues, and they seem to genuinely care about their customers!