Client Testimonial
I am deeply thankful and fortunate that Andrew's team reached out to us. Without Andrew's guidance, I am afraid we might have faced financial difficulties as we lacked understanding in that area. Being young, I didn't see the necessity for financial planning until Andrew shared his own experiences and provided numerous examples that truly resonated with me. Little did I know that I would be diagnosed with breast cancer in the years that followed. The strategic planning we undertook with Andrew and his team proved invaluable, enabling me to secure disability income during a challenging time. The team's approach has been not only professional but also caring and personable, making the entire process seamless and our relationship immensely valuable. Today, thanks to Andrew's guidance, we are not only securing our financial future but also creating a lasting legacy for our children, breaking the cycle for our family's well-being.
Client Testimonial
As a business owner, navigating the world of employee benefits was one of the many tasks on my plate. Amid a busy schedule, I highly value the ability to delegate and rely on experts. Andrew not only demonstrated extensive knowledge in his field but also made the entire process easy and engaging. His approach began with a genuine interest in understanding my business and personal needs, ensuring a mutual fit before delving into financial discussions. Andrew's team provided a comprehensive overview of retirement and insurance products, tailoring recommendations to align seamlessly with my business goals. This strategic approach allowed us to enhance our employee benefits package, providing a competitive edge in the market. What sets Andrew apart is his team's ongoing commitment—beyond the initial sale. Regular consultations for my employees have proven to be a significant value add. I was particularly impressed by the compassion and dedication demonstrated when facing difficult moments. Andrew personally ensured that the policy was paid out and even attended the funeral when a friend and employee passed away. The core of Andrew's professional ethos is rooted in building lasting relationships and delivering exceptional experiences. Even in instances where issues arise, whether or not they are directly attributed to him, Andrew takes ownership and ensures resolution. Years later, Andrew's team continues to demonstrate a personal interest in me and my team. Their ability to recall significant dates and details about my life, sometimes even before I do, is a testament to the genuine and enduring connections they cultivate.
Client Testimonial
We love how relaxed and relatable Andrew's team is. They're not just about money; they're also fun to joke around with and share experiences. Andrew's team helped us score a new home by showing us the ropes on saving cash and clearing debts. Andrew met us right where we were at, helping set up goals that didn't stress us out and could grow over time. No pressure, no feeling like just a number. Sorting out our financial accounts was a game-changer too. We had some ideas for changes but were uncertain about where to start. Since we were working constantly, the thought of tackling it all felt overwhelming. But Andrew's team made it a breeze, and we didn't have to barely lift a finger. Now, instead of our accounts just sitting there, they're actually growing. We've got a solid plan and more diversification so when we need something, it's there. Life's good now, we're happy, and have peace of mind. And when we threw the idea of contributing more to our IRA Andrew, he didn't steer us where he'd make a buck but helped us figure out the smartest spots for our dollars. We know several other advisors and no one tops Andrew and his team.
Client Testimonial
Juggling caregiving for my single father with a career in the medical field brought its unique challenges. His diagnosis underscored the urgency to sort our finances, understand our assets and debts, ensuring his comfort in his final months and securing my own family's future. In the midst of this, I recognized the need to plan for my future, creating a safety net for those I might leave behind. Despite being in my 30s, Andrew quickly eased my uncertainties. Andrew's expertise proved vital in helping me grasp the importance of life insurance and estate planning, even at a young age. As the sole beneficiary of my father's assets and debts, Andrew took the time to understand my lifestyle without judgment, and together we devised a financially feasible plan within my budget. What makes Andrew and his team stand out is their ongoing support. Regular check-ins and those extra touches matter, especially when navigating life's unpredictable twists. Sorting out your financial house early is a game-changer, and Andrew is the advisor who can guide you without the typical sales pitch. He delves beyond the obvious, exploring options I didn't know existed. Thanks to Andrew's team, my financial position has significantly improved both in the short and long term. The positive change is truly invaluable.
Client Testimonial
I initially bought my policy in my early twenties, but looking back, I realize I should have invested more, especially in permanent life insurance. When a medical issue arose, paying for my policy became a challenge, leading to its lapse. However, Andrew stepped in, learned about my situation, and not only reinstated the policy but also had the premiums waived due to my medical diagnosis. His intervention gave me the security I thought was lost, providing crucial guidance when I needed it the most. Ensuring a financial legacy for my children became a priority. What sets Andrew apart is his unwavering dedication and personal ownership. It's not merely about making a sale for him; he genuinely loves working for 'his company.' This commitment left a lasting impression, prompting both my daughter and son to become clients after witnessing his dedication firsthand. I deeply appreciate the high level of dedication and care he brings to the table.
Client Testimonial
When my husband passed away suddenly, he had a policy with Northwestern Mutual, but no designated advisor. Walking into the Northwestern office, feeling alone and with my stomach in knots, Andrew came to my rescue. Instantly, I connected with him, and he transitioned from a stranger to a friend in our very first meeting. Andrew's perfect treatment and demeanor surprised me, especially when I learned it was his first death claim. His patience and thorough answers to all my questions, along with his reassuring attitude, quickly alleviated my fears. Andrew's team has been a tremendous support. They make everything easy for me, patiently addressing any concerns. Andrew's not just a good conversationalist but a genuinely good person, and our relationship has blossomed beautifully. It feels like he could be our son. I wholeheartedly recommend Andrew's team to anyone.