Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Coleen and Todd became part of our success team as financial advisors about three years ago after being friends for a few years before that. What started as a casual conversation to educate us on some financial aspects ended up with us bringing all of our investments under the IG Wealth roof. We have been so impressed with Coleen's expertise, knowledge, efficiency, and calm manner. We are so impressed with how our asset growth has exceeded our financial goals in a short period of time. Coleen has listened to both of us on our goals and supported each of us to feel comfortable with the direction of our investments. We never felt pressured, only supported, and encouraged.
Coleen and Todd have surpassed our expectations of working with financial advisors. They are passionate, knowledgeable and have a genuine interest in achieving the best for their clients. They regularly provide updates and provide learning opportunities through workshops, video conferencing, individual and group meetings. They ensure our investments align with our goals and our “big picture.” They are available to answer and research our questions and explain options. Transitioning into retirement has been much easier and fun, thanks to Coleen, Todd, and their efficient staff. We would highly recommend C. Taylor & Associates.
Todd Taylor has been our consultant for approximately 10 years, we have found the service that he provides to us is exceptional. He is always there to answer our questions or concerns and is always willing to speak to us without hesitation or delay. Even through the roughest market times Todd was there to ensure us to hold tight and not panic. With his knowledge and passion for his job we will be able to reach our goals and definitely have a bright future.