Testimonials
Customers who have already experienced the Royal Treatment!
Below are customers who have already experienced the Royal Treatment! You can also find more comments on Angie’s List (you must be a member to make comments or review others) and information about us at the Better Business Bureau.
"Hi Lee, thanks so very much for all your advice and thoughtful strategizing. You have been very helpful to us, as always. Our long relationship with you has once again proven its incredible value! We’ll keep you informed as things unfold."
Kathy Ogle & Val Ulstad - 6/16/06
"Just wanted to thank you for all your extra help. I spoke with [the mortgage company] today and he seems to think that we can make things work so we’ll see what happens. Either way, the process is educational and if not today, then perhaps in the future I’ll be able to consolidate.
I also met with [my financial advisor] and we changed to a traditional IRA and also looked into some ideas for the future.
Thanks for all your help Mike. I really appreciate it. You exceeded my expectations and I will be back as a client in the future!"
B. K. - 2/13/06
“Lee, what can I say? You are the best! I can trust you implicitly with my very valued clients. We collaborate on behalf of our clients, guiding them along the journey of their financial future. One of the most impressive qualities that you have is your ability to explain in an ordinary and interesting fashion very complex concepts. Over the many 15 years we have worked together, I have come to know that you will always have an answer to even the esoteric question, and that you will always act in the best interest of the client. In essence you have the best quality of one who is a trusted advisor: integrity."
Lois Carlson, Vice-President, Investments, UBS Financial Services Inc - 7/26/06
" Royal to our customers ~ without the marble walls."
~ a plucking from the tiara of the Queen of Queries