Asset Financial Planners

Zach Powell _{on Google}

Feb 17th, 2024

They were much help with planning and investing!

Donna F _{on Google}

Sep 4th, 2023

Dan has been working for me for more than 10 years. I am financially secure thanks to him. He knows what he is doing and is professional as well as fun. I HIGHLY recommend him for any financial assistance you may need.

Eddie Griego _{on Google}

Aug 3rd, 2023

Dan is a top notch professional and a superb financial planner. He has many excellent qualities but the one that sticks out to me is his ability to connect on a personal level and provide ideas to meet any financial goals you have, he works with you rather than just manage your portfolio on paper. My wife and I both agree hes a great asset to have in planning for retirement and investment management. I highly recommend for anyone to visit with him and his team to see for yourself just what I mean.

Candis Pickard _{on Google}

Aug 2nd, 2023

Dan is wonderful to work with. He is personable and truly cares about each client and our financial future. He is very responsive to calls, texts and emails when I have a quick question. Highly recommend Dan!!

Andrew Shaw _{on Google}

Jul 19th, 2023

A top notch finance professional. Dan does an amazing job working through my financial journey and works to be not simply an advisor but an advocate and partner in achieving my goals. Cant say enough about how great my experience has been!!