Fraser Wealth Management

Dec 2023

Knowledgeable, thorough, and professional, yet completely approachable. Everyone in the office I have met has been trustworthy, and acutally listens to and cares about accomplishing my individual financial goals. Fantastic!

Feb 2022

I highly recommend Tim Fraser and the whole Fraser Wealth Management team for your financial needs.Eight years or so back, we were looking for a financial planner. We had been handling our own retirement accounts with mediocre success, and with retirement on the horizon, we wanted professional guidance. A friend recommended going to a Fraser Wealth Management Social Security Seminar. We were quite impressed with Tim and his team, and learned a lot about Social Security. After a long vetting process, we set up a meeting with Tim to discuss how he could play a role in our financial future. We were very impressed with Tim’s knowledge base, ideas, and personalization...read full review

Feb 2021

We had struggled at first managing our money ourselves, but that led to very little return, and without the knowledge or time we were getting older and not having a plan that would sustain us in retirement. I finally tried someone a friend recommended. He put our money in a plan that assured us would be managed, we paid high fees and lost more than $50,000 in less than two years.I had known Tim as we both serve on the Trinity Oaks Christian Academy board. After many years of little financial success, my wife and I finally asked Tim to tell us about his services. He first asked many questions about our plans, timing and needs and then had us take a test to get an idea...read full review