TrustWell Financial Advisors

May 21st, 2021

My wife and I became acquainted with Brett and the team in 2015 as I contemplated retirement. Brett helped me to clearly understand my options and how my financial situation would look in my retirement years. It was one of the best decisions I've made. My wife and I feel reasonably financially secure and I sleep well knowing that professionals are managing my savings. Brett and Tanner keep us informed and have answered every question we have posed quickly and with professionalism. I could not be more pleased. Highly recommended!
May 18th, 2021

I would highly recommend TrustWell Financial Advisors if you are looking for a fee-only financial manager. They are a highly professional firm with reasonable rates and extremely competent fiduciary advisors. We have been working with Chris Daunhauer for several years and we are very pleased with his work and his careful attention to our specific needs and requirements.
May 9th, 2021

I would recommend them anytime! They really treat you like family here and they have the best interest and intent with helping you invest your money.
May 8th, 2021

The name TrustWell says it all. This firm can be fully trusted to make investment recommendations and actively manage the personal investments of their clients. I have found them to be extremely ethical, professional, and dependable. The TrustWell team works with each client to develop a relationship built on trust, respect, and communication. This allows them to better understand the needs of individual clients and to then customize an investment strategy based on the client's goals. My advisor is always available to discuss market conditions and address any concerns or questions I may have. Not only that, he has been a sounding board for me numerous times on issues not directly related to my investment portfolio (e.g., home mortgage refinance). TrustWell has greatly exceeded my expectations since I became a client five years ago and I couldn't recommend them more highly.
May 16th, 2021