Eagle Ridge Wealth Advisors - Morton Carolyn Tobin: We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us.
I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it!
In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away.
Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!
