Our 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.
You backed up everything you said with solid reasons and said that it would be a work-in-progress approach. I will be referring you to my car pool buddy who was really impressed that we actually hear from you on a regular basis, and that we have a real relationship.
Rob Daumler is an excellent financial advisor! He really takes the time to listen and understand you, either as an individual or as a couple. He builds trust through relationship and he understands that financial planning can be very emotional. It's not always just about the numbers, there is way more to it than that! He wants to know what is important to you and develops strategies to help you get to where you want to be. He works with you to make sure the retirement you envision can be a reality for you, if you follow the plan. We are grateful to have Rob in our lives. He has given us the confidence to know that we are on the right financial path and the future is bright. We would recommend Rob in a heartbeat.
Lucas is knowledgeable and supported by a great team. His suggestions are genuine as they are ones he would use for his own family. I would highly recommend him for someone looking to create a successful plan for your future.
I have been working with Rob since my retirement over 13 years ago. From our first meeting presentation to review how my investment would provide me with my future income, I was impressed. His care and attention to me has always given me confidence that I am being taken care of. He has always been available whenever I have questions, explanations or needed help. I highly recommend Rob and IG.
Rob and his team have given us peace of mind as it relates to our financial future. Our will is now updated and done right. We value Rob and his team. They are exceptional.