Client Testimonial

My wife and I were just beginning to grow our family when Guy had reached out a few years ago to make sure we were considering our financial future. Now, we were pretty fiscally responsible and savvy savers, but we really struggled with the bigger picture. Our first meeting with Guy opened our eyes on goals we should be setting (short and long) and what that meant 30+ years down the road. Guy and his team have helped us navigate different avenues and strategies that make sense for where we are in life. To this day, we have continued to be able to save with purpose and feel confident growing our finances with three children. Another added bonus working with Guy is that there is never any pushy sales pitch. He has always worked thinking of our best interest and goals, and it has been greatly appreciated.

Mike & Kristen, Client

Client Testimonial

I have been extremely pleased working with the team at NM. I feel like Guy and his team makes it a priority to connect with each client on a personal level. This allows them to help better reach my goals, address priorities, and continue to educate me. I truly enjoy every meeting I have with the team!

Brooke, Client | Nurse
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.