I made a phone call to Wade Financial Advisory and spoke to Ethan. He was incredibly patient and helpful. He helped steer me in some very helpful directions and provided some very helpful resources.
Anna L.
Tu valoración: 5 Palo Alto, CA
We are so grateful to Ethan and the rest of the staff at Wade. They have helped us navigate through planning for college, retirement, tax planning, a new home purchase, you name it! I love that they see the whole picture and are unbiased with regards to investments. They are not paid on commission, so you can trust their recommendations. Plus, they are just nice, personable, organized, bright people. I have never felt like I was valued less because I am not a «high roller.» Getting our financial house in order was worth every penny. Best thing I have ever done for my peace of mind.