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Inflection Wealth Management
15117 Main St Suite 207A, Mill Creek
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15117 Main St Suite 207A, Mill Creek
Directions Call Website Suggest an Edit
First, the aesthetics are wonderful, a very cozy waiting room. Shawnee works really hard to make you feel comfortable and get you settled in.
And then the financial advice is outstanding, we have worked with these guys for 15 years through all phases of protecting us financially due to disability and now just strictly investments for retirement.
We had a great experience with Inflection. We needed help with estate planning, and the team was just outstanding from start to finish, guiding us through many steps with terrific communication from everyone involved. We couldn't be happier with the results.
My relationship with Inflection Wealth Management originated by meeting Noel Soderblom through some chamber of commerce events. Over time, I grew to respect their approach...one that required them to fully understand your approach, knowledge, and investing objectives. It took months (due to me) to get things started, but it was very apparent they are interested in long term relationships. Noel coordinated the completion of a living trust, and I will be transferring various self-administered investment accounts to them. The time spent creating the trust gave me the insight and trust required to consolidate things with them. I look forward to working with Noel and... read full review