5.00 · 5 Bewertungen
Gesamtbewertung
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Jen Mallette
· vor 3 Monaten
I've been with Cascade Financial Group since 2003, and have been very happy with their professionalism, care, and insight. More recently, I have been working with Graham Stephens on my retirement plan. Graham is someone that I can trust, and I feel comfortable speaking. He actively listens to my concerns and is very good at discussing all the options. He is diligent and a pleasure to work with. I would recommend him to anyone that is looking for a trustworthy financial advisor who provides a comprehensive plan that aligns with their goals.
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Don McEachern
· vor 3 Monaten
We have worked with Graham at Cascade regarding our insurance and were more than satisfied with the service we received. Graham is very personable and did not push any products on us at all. He was very efficient and very knowledgeable. Thanks to him and Kimberly for quickly cancelling our insurance when it became too expensive. Any questions we had were answered quickly! Kudos to Graham and Kimberly. Would recommend them any time!👏👍Brenda McEachern
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WCCP Finance
· vor 4 Monaten
Tom is a true professional. He always goes above and beyond. We recently wanted to improve our monthly cash flow through becoming more financial aware of our spending habits. Tom took the time to analysis our monthly expenses and worked with us to come up with a plan. We feel very lucky to have Tom as our advisor. He ethical in every sense of the word. I give my highest recommendation for Tom.
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Barrier Bay Resort
· vor 6 Monaten
Thomas has for years given us great service and has always responded promptly to emails and calls. Recently he worked with our son and went above and beyond to make sure he understood the items we were discussing. Looking forward to working with Thomas for years to come.
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Alex Haims
· vor 6 Monaten
I recently met with Hans from Cascade Financial to talk about life insurance and disability coverage. He was thoughtful, easy to talk to, and explained everything clearly. I left our meeting feeling well-informed and confident about my options. If you’re thinking about getting started with your own coverage, I highly recommend reaching out to Hans at Cascade Financial!
