TruFinancial

I was recommended by a coworker and I had my complimentary meeting with Indigo in Sept and in that same meeting I was totally on board and trusted him with my finances. I am a hairstylist who needs someone who knows the business and Tru Financial are the people for us! Indigo has helped me actually understand my money and how to help me budget/save and to make it grow. He has been so patient as well, I was unsure about my ability to do the 'technical' download/upload of documents with the computer but they make it so easy and help you each step of the way. I have become obsessed with my finances and really look forward to my scheduled meetings with Indigo.

I am so happy we were referred to Daniel and his team. From the first encounter we were impressed with his organization, integrity and expertise. He is so much more than our financial advisor, he helps guide us through big life decisions both personal and business. Getting us on the same page in terms of finances and life goals makes for smooth conversations in our marriage. It’s also great to have deducted time set aside every 1-2 months to checkin as a family on where we are at and where we are headed. I cannot say enough good things about Daniel as both an advisor and person.

Before meeting Sean and coming to TruFinancial, I had so much trouble finding good financial advisors. Thank goodness for Sean! He's alleviated my financial stress by expertly managing both my company and personal finances. His approach is pleasant, his expertise is remarkable, and he's so easy to work with. I'm learning a great deal—it's been such a simple process and the best thing that I've done for myself and my business. Highly recommend!