Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Rick Dell and his team have helped me achieve my goal of an early stress-free retirement. I would recommend Rick and his team to anyone who would like to build a ‘nest egg’ for their retirement.
Our experience with Rick Dell and his team over the last 40+ years has been excellent. Through his guidance our portfolio has developed far beyond what we would have anticipated 40 years ago. He has become a mentor and friend and has gone far beyond what the average agent would do. He has always been available when we needed help, and if away, Dair has provided excellent backing for him. We would have no hesitation to recommend Rick and his team to anyone (we certainly have in the past). We feel very fortunate to have him advising us.
We can honestly say we would not be near as ready for retirement if we had not had our friend care to see us achieve our family and retirement goals. We are second-generation IG investors and are proud to say Rick and his team are now working with the third generation as our children begin their financial journey towards their own “family” needs. We would highly recommend Rick and his team to help anyone with their financial goals! Money well spent for amazing wisdom from a wonderful team of individuals!
Dean has been a wonderful financial advisor to our family for several years. He is patient, flexible, quick to respond, knowledgeable, and even explains things in ways my teenage children can understand. He’s never pushy, and we appreciate his help and advice. We couldn’t ask for a better advisor.