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Finance Advising reviews in North Hills

  • A
    W Financial LLC

    I recently used Don, and he was absolutely fantastic!  I felt like he really wanted to understand me and my concerns. 

    He put me at ease right away, and I enjoyed listening to the stories he used to help me understand the financial ideas that he talked about.

    I believe that Don has created something unique for a financial advisor.  He told me up front the costs for what I wanted to do.  He gave me several options, explained the good and bad for each, gave his recommendation, but let me make the final decision!  It was a great experience, and I was amazed at how much I learned and how many choices he gave me.

    I was also surprised at how much of his time and effort I received.  During appointments I felt like I might be taking too much of his time, but Don always took the time to make sure the job was done right. 

    I highly recommend Don for his knowledge, his professionalism, and his honesty.


    - k q.
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Financial Advisors in North Hills

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