Testimonials

“My wife Erin and I feel lucky to have had a decades long relationship with Bob. Meeting him was an important mile marker in our lives. Bob has provided steady guidance through the ups and downs in the markets and given us confidence in our plan through turbulent times, helping us remain focused on the big picture. I always feel like I learn something about investing from Bob when we meet to review long term planning goals. I’ve recommended Bob to a number of friends, family members and co-workers, which I believe is the ultimate vote of confidence.”

–  John Engel

“I met Bob, through a mutual friend, when I was preparing to retire, and looking to select a financial planner to partner with. Of the five interviewees, I decided Bob was the correct choice to entrust my family’s future, based on his overall industry knowledge, his simplified planning tools, and most importantly, the care and caution he exhibited, while assessing our needs.  He is a consummate professional, as well as, a down-to-earth guy, that I have and will continue to refer friends, family and associates to, when they are considering their retirement.”

–  Ron Nikliborc

“We have loved working with Bob. He is extremely knowledgeable, kind, and gracious with his time. We always walk away feeling more informed and educated than when we came in. He is an absolute pleasure to work with and we are grateful for his teaching and guidance.”

 –  Ross and Stephanie Karlins

“Bob Griffin will contact you when there is something of substance for you to consider. He is creative, thoughtful and thorough. He has vetted the solution before bringing it to you. He cares about the fit of the product to your needs. He won’t waste your time and he will help you sleep better at night! I have always been happy to refer Bob to friends and associates.”

 –   Andrew Kerr

“I have known Bob Griffin for over 20 years. We first met when we worked together at the Harris Bank. I have been a client for many years as well, and consider Bob a good friend as well. He is a bright, through and consummate professional, with expertise in investments, insurance, financial and estate planning. He treats all of his clients with respect and diligence, regardless of their wealth or how much business they may do with him. I would recommend him without reservation.”

 –  Luke Collins