Testimonials and Satisfaction Rating
Adam Beaudin-Ball’s doing a fantastic job for both myself and my husband. We trust him completely and feel well informed and educated after a meeting with him. He has our best interest at stake and prides himself on keeping abreast of our needs. He is approachable and never makes you feel you are a burden. - M.C.
Adam is fantastic. He is the reason we are with your firm. - R.M.
Satisfaction Rating – 47 respondents
Overall Satisfaction Rating: 96%
I am confident that I will reach my financial goals: 96%
I feel in control when it comes to reaching my financial goals: 96%
I feel financially secure: 94%
I have a clear plan in place to reach my financial goals: 96%
My advisor helps me define my financial goals & objectives: 92%
My advisor helps me make difficult decisions: 96%
My advisor adds value above and beyond investment performance: 98%
