As a real estate broker in the Las Vegas valley, I run across many professionals and many lack the service and care that I know Patti and Williams Financial possess. Most financial advisers would try to keep every dollar in house so that they make money on it. With a recent mutual client, Patti actually recommended the client buy real estate for her unique needs. I was floored. In my other correspondence I have always encountered an upbeat and knowledgeable Patti which is refreshing in my world. :)
October 2014
When we sat down with Patti Peterson to go over our finances, she helped us see how when we retire we would be in a world of hurt. She helped us come up with a plan, and execute that plan. We are in the baby steps of that plan but we are making progress and are secure that under her watch we will be able to enjoy our retirement when the time comes. Thank you Patti for knocking some sense into our lives!
As a real estate broker in the Las Vegas valley, I run across many professionals and many lack the service and care that I know Patti and Williams Financial possess. Most financial advisers would try to keep every dollar in house so that they make money on it. With a recent mutual client, Patti actually recommended the client buy real estate for her unique needs. I was floored. In my other correspondence I have always encountered an upbeat and knowledgeable Patti which is refreshing in my world. :)
When we sat down with Patti Peterson to go over our finances, she helped us see how when we retire we would be in a world of hurt. She helped us come up with a plan, and execute that plan. We are in the baby steps of that plan but we are making progress and are secure that under her watch we will be able to enjoy our retirement when the time comes. Thank you Patti for knocking some sense into our lives!