Credence Independent Advisors - Review in Financial Services - Consulting, Marketing category
Myself and my colleagues have worked with two of the chaps from Credence (Mark and Chris), they have always been very knowledgeable and truly care about what the client wants and needs.Instead of selling me the standard 25 year plan Chris put in place a 15 year plan because of the bonuses I received and flexibility as apposed to the longer term one I was recommended by other companies (I am 44!).I would happily recommend the company to anyone who wants a knowledgeable and honest financial planner.If you want my phone number for a recommendation please don't hesitate to reply to this.Thanks again guys.
Review about: Positive Experience.
Review #531615 is a subjective opinion of a user.