Heather C.

As a couple married later in life, we didn’t have our future planned when we first met Pat Hinton and Jack Heintzelman, but they quickly brought us peace of mind. Pat and Jack met us where we were at, offering encouragement without pressure, and invaluable insights that for the first time in our lives, provided a holistic view of our overall financial well-being. We are grateful for their diligence in ensuring our investments are aligned with our goals, allowing us to live the life we want while also protecting our children’s future. They are smart, thoughtful, and always available – we couldn’t be happier with our decision to have them as our advisors.

The statement was provided September 25, 2024 by Heather C. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.