5.00 · 5 Bewertungen
Gesamtbewertung
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Jes I
· vor etwa 2 Jahren
I have been a client of Ntact Retirement Solutions and Mahlon Edwards for several years. Mr. Edwards came highly recommended by my lawyer, and it has been an absolute pleasure to collaborate with him. He consistently demonstrates a commitment to attentive listening and promptly addresses any inquiries I may have. His availability and proactive approach to portfolio management, coupled with his adeptness at adjusting strategies in response to market events, instill confidence in his services.
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Deb Keenan
· vor etwa 2 Jahren
Ntact is amazing! I've had several huge events hit me the last couple of years and Mahlon has been there to assist with financial matters all the way through. From consolidating finances, setting up a workable retirement plan and helping with setting up a trust, Mahlon and Katrina do it all.
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Gary O'Shell
· vor etwa 2 Jahren
My wife and I have been a client of Mahlon Edwards since 2008. He has meticulously taken the time to understand our goals and risk profile. Mr. Edwards also encourages meeting on a regular basis to review our results and any events that may impact our portfolio strategy. I highly recommend Mr. Edwards as a Financial Planner.
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Greg
· vor etwa 2 Jahren
I’ve known Mahlon for many years. I consider him a friend as well as a financial advisor. He’s an excellent money manager & always considers my needs before his own. I recommend him & his services without reservation.
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Cindy Brown
· vor etwa 2 Jahren
I have known Mahlon since 2015. I was looking for someone to take over the handling of my finances because it was getting too much for me to do. I found Mahlon to be honest and trustworthy. Hehas done a fantastic job for me!
