Advisor Media & Thought Leadership: Press Features, Articles, Interviews & Published Commentary

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Laura nolan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Our family has worked with this financial advisory firm for several years, and the experience has been outstanding. They take the time to truly understand our goals and explain everything clearly, without jargon. Their guidance has helped us feel confident about our investments and long-term plans. Highly recommend them for anyone looking for trustworthy, personalized financial advice.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jennifer Obrien 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I've worked with my advisor for several years now and the difference in my financial confidence is night and today . They take the time to understand my long term goals explain strategies clearly and consistently follow through from investment management to financial plan and estate coordination kip has brought structure and clarity to every part of my financial picture. I've never felt rushed or sold to just genuinely advised. Highly Recommended
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Frank Geivelis 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I used to feel scared tax season and wasn't sure whether my investments were even working for me. The advisor looked at everything found costs didn't know i was paying and cganged my portfolio so that it was based on long term goals instead of short term trends. What i liked best was how they kept teaching me as we went along. Clarifying each choice until it made sense. For the first time in years i feel like i have everything togather am sure of my self and am in charge
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Leslie Gullikson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Kip is highly qualified, knowledgeable and responsive. It's reassuring to wealth advisor I have confidence in.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Mark Wilson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Very hands-on, knowledgeable and well-thought out investment (& retirement) planning.  The fees are fair, and lower than the others advisors I met during my vetting process.  I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio.  Happy with results!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Paul Turner 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
An overall amazing advisory firm.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Josie Pugh 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Outstanding advisory experience.  Very patient, good returns overall and helps with my other asset decisions.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Daniel Elliot 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Truly excellent investment advisory services. Kipley and the team have an incredible depth of knowledge, and it shows not only in their performance, but in their frequent articles and newsletters, and their clear, understandable responses to questions. I've never been anything less than satisfied.
  
 
 
 
 
 
 
 
 
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