We were one of Rick's first clients as Beacon Wealth, over 2 decades ago. I found him as a referral of the Dave Ramsey Show, as a traveling sales rep I listened to all the time. As newlyweds, my husband and I needed someone we could trust, since we didn't know a thing about investing. Rick came to us, sat down, discussed our goals/plans, mapped out a plan and made us feel at ease. We have been very pleased ever since! When we moved out of state, he took necessary steps to remain our advisor. Our soon-to-be 20-year-old called him about investing some of his money and Rick gave him some great advice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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