Andreason Elisabeth, CFP, CAP

Elisabeth inherited our account from our advisor who retired and the word that best sums up her counsel is WOW. I didn’t know much about Roth IRAs, particularly that you could convert traditional IRAs over to Roths if you could pay the taxes. Elisabeth is smart and genuinely warm and authentic. She explains exactly how she can make the most of your retirement and other investments without exorbitant fees. She knows the tax laws and financial tools inside and out and helps you find the best path. I feel comfortable knowing our money and future is being cared for by Elisabeth. I highly recommend her, no matter where you’re located!

I have been working with Elisabeth as my financial advisor since 2010. I could not be more satisfied. She is absolutely expert in her field, is very, very strategic which is critical to me, is thorough and as detail-​oriented as necessary depending on the topic. She has tremendously increased the value of my investment portfolio while managing risk to my satisfaction. In addition to all of that, I just really LIKE her as a person and respect her tremendously. I am grateful.

Elisabeth has been my Wealth Advisor for over a year now. I find that she is very client-​focused, quite knowledgeable and a great visionary. She takes the time to thoroughly explain my options to me and makes sure I completely understand the concept. She goes the extra mile when needed.
She is not a «wait-​a-​minute, I’ll get back to you» person. She has the answers and loves to get questions cuz she says «if you’re asking questions, you’re starting to get it !» She promptly responds to all of my e-​mails and phone calls and answers every question. She will take the time to sit down with you (for several hours, if needed) and whip out a piece of paper to illustrate her investing strategies and concepts to you, drawing graphs and diagrams to give you the «visual picture».
Elisabeth comes across as a very «down to earth» person and thinks (treats) of her clients as family. She appears to be very committed to her clients and looks out for your best interest. At times, I am amazed with her wealth of knowledge and decision-​making abilities.
Her immediate support team are also very pleasant and professional. If you knew me personally, you would understand how few times do I say that someone really impresses me. Elisabeth has impressed me so far.