Guidance Wealth Advisors
I first met Nick when I worked with him at his previous firm. After seeing how well he treated his clients and how his clients trusted and respected him, I knew that I wanted him to become our financial advisor too and my husband and I moved our money to him. Nick is a continuous learner of the industry; always reading, attending webinars, and attending classes so he can always offer his clients the very best advice and recommendations. Nick has a conscience, is honest and has high integrity, and will only make recommendations that he believes will benefit the client. He takes the time to listen to your goals and objectives and will customize a plan to meet those goals and objectives. He is quick to return phone calls and e-mails and will make himself available to you for questions...
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Sentiment Analysis
Nick and his very well qualified team presented a great vibrant and safe plan to us so we could achieve our financial objectives.
You just know upon meeting Nick that he is truly passionate about what he does and what he can offer to his clients.
Nick can develop a diversified strategy to meet any investing comfort level, and Heather provides great, timely follow-up when implementing or adjusting the plan.
We had family action steps after that that we were to do our homework getting things together for and once we did that then Jeanette helped in setting up another appointment with Heather and also answering any questions we had.
Mindfull and open minded with helping his clients with future retirement planning as well as knowledgeable in so many options i.
He's always had our back to protect our investments and also shown us ways to improve our positions in the market.
After seeing how well he treated his clients and how his clients trusted and respected him, I knew that I wanted him to become our financial advisor too and my husband and I moved our money to him.
As time passed we felt it was in our best interest to have our investments managed more effectively.
He is knowledgeable and communicative and has really helped me navigate the financial world and make the best choices in planning for our future.
He truly values the long term relationship and provides honest guidance regardless of monetary benefit.
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