I had been with another investment before I retired and saw it go down badly in 2000–2002. I was concerned whether there would be enough income after my 42 years of working at a factory.
After working with Ellis in these four years, not only has the account grown but it has also given us a steady income and paid for replacement windows throughout the house, a 16x24 vinyl deck with roof, a 16x18 storage shed and kitchen cabinets in the basement. I have enjoyed working with Ellis.
Ellis's ability to match his knowledge of the financial industry with our values has proved to be invaluable for my wife and I.
Charles' perspective:
I was interested in investing more strategically and was looking for a professional who was approachable and receptive to any question that I had about finances. During our initial meeting with Ellis, he asked good questions, listened, put us at ease and did not pressure us into anything. Having similar backgrounds and coming from the same community, we knew that we could trust Ellis to think about finances in a way that matched our values. It is always apparent that Ellis is on our team and is thinking for our interests first. We feel comfortable asking any question that we have about finances, and know that Ellis will take the time to answer our questions in a way that we understand.
Cynthia's perspective:
Ellis helped us to step back from the daily grind to get an overall picture of our financial health. He took the spotlight off of the amount of money, and placed the focal point on our phase in life and the goals we had. Over the time that we have spent with Ellis, we have clarified our financial goals and strategy. Once these important things were better understood they brought clarity and guidance to our financial decisions, and the decisions themselves were much easier to make.
*The testimonial here may not be representative of the experience of other clients. Your future performance or success may vary.
**Used by permission.
***Names were changed.