Character Reference Letter Examples

   Financial Advisor Testimonial

We have been exceptionally pleased with the services of {Name}. We had long been searching for a {fee-based/no fee} financial advisor whom we could trust. How fortunate we were to receive the recommendation that we consult with {Name}.

Our experience has been wholly positive. {Name} evaluated our current investment portfolio, reviewed our retirement planning and even recommended rebalancing our child’s 529 account as they get closer to graduation. There was no question we asked that {Name} could not answer, and they even researched a special situation for us.

We feel a lot more confident about our financial future knowing that we have {Name} in our corner.

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