Mark Nicolet-Trilogy Financial I met Mark 2 years ago when I was looking for a financial advisor. His name was sent to me as a recommendation, while I was working through Dave Ramsey’s 7 Baby Steps plan.
I had reached Baby Step 4. “Invest 15% of your Household Income in Retirement”, so I used the SmartVestor option on the Ramsey website that provided recommendations for financial advisors who had been researched and approved by their team.
While I met with and talked to several people, Mark was the one who made the biggest impact. I felt like he genuinely cared about me and my goals. During our visit/interview he identified... read full review
June 2024
I am an estate planning attorney and have worked with many of Heather Klutznick's clients. I have been impressed with Heather's hands-on approach, thoroughness, and assistance with trust funding. Heather's clients hold her in the highest regard as a highly skilled professional and a warm caring person. I would highly recommend Heather!
June 2024
Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passed away and I was lost in the chaos, Mike helped me find my way through the maze of accounts and helped me make very informed decisions about how to manage my money for my and my kid’s futures. He did all this with a caring ear and a box of Kleenex. Since then he has checked in and made sure that we are still on course to my financial goals.
Mark Nicolet-Trilogy Financial
I met Mark 2 years ago when I was looking for a financial advisor. His name was sent to me as a recommendation, while I was working through Dave Ramsey’s 7 Baby Steps plan.
I had reached Baby Step 4. “Invest 15% of your Household Income in Retirement”, so I used the SmartVestor option on the Ramsey website that provided recommendations for financial advisors who had been researched and approved by their team.
While I met with and talked to several people, Mark was the one who made the biggest impact. I felt like he genuinely cared about me and my goals. During our visit/interview he identified... read full review
I am an estate planning attorney and have worked with many of Heather Klutznick's clients. I have been impressed with Heather's hands-on approach, thoroughness, and assistance with trust funding. Heather's clients hold her in the highest regard as a highly skilled professional and a warm caring person. I would highly recommend Heather!
Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passed away and I was lost in the chaos, Mike helped me find my way through the maze of accounts and helped me make very informed decisions about how to manage my money for my and my kid’s futures. He did all this with a caring ear and a box of Kleenex. Since then he has checked in and made sure that we are still on course to my financial goals.