All our clients enjoy peace of mind offered with a level of care, trust and integrity that sets us apart.
Our clients say it best....
 

Retired Persons

“Ed is a good listener and gives honest advice. He keeps us well informed about developments that may affect our portfolio. We are pleased with the efforts that Ed makes on our behalf.”
Mr. & Mrs. Coutts - clients of 10+ years

Farmers and Business Owners

"Before getting into a Financial Plan, Ed took the time to get to know us.  We feel he genuinely cares about us & our family's needs.  Ed makes himself available anytime we have a question or concern.  We trust him & are grateful for his sounds advice."

Mr. & Mrs. Bowier - clients of 1 year


“We have worked with Ed since 1996. I first met Ed while on a joint committee and was impressed with his character. We were interested with Ed’s philosophy of investing and as a result we transferred all our accounts to him. Since then, we have recommended 5 clients, close friends of ours, to call Ed and they in turn have also transferred their accounts to him."
Mr. & Mrs. Moffitt - clients of 10+ years

 
Retired Professionals
 

"I find Ed to be a person of truth and integrity.  I trust him to take the same care with my investments as he does with his own."
Ms. Bishop - client of 10+ years

 

Working Professionals
 
“In the time I have been working with Ed, I have found him to be consistent, honest and knowledgeable. His approach is personal and goal directed with my best interests in mind. I appreciate his advice and integrity as he maintains and grows my portfolio.”
Mr. Crenna - clients of 7+ years