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.
Download this character reference letter — free!
Formatted and ready to use with Microsoft Word, Google Docs, or any other word processor that can open the .DOC file format.
Index of Character Reference Letter Examples
