Clients work with us for only one reason: they want to partner with a competent, caring advisory team that will help them navigate the often intimidating world of finances and guide them toward connecting their wealth with their life. Clients are informed and engaged delegators that understand and value competent advice. They appreciate the pilot, but ultimately are in control of where they go.
We pride ourselves on partnering with clients to provide comprehensive unique and client-specific financial solutions. The best compliment that we can receive is an introduction to friends, family and colleagues.
Here are a few examples of why clients trust us as their wealth management partner and the solutions we have developed for them:
We have worked with Corey for many years. Corey and his team did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies. We are confident that Corey and his team are helping us achieve our financial goals in retirement, and would recommend them to anyone looking for financial planning.
Working with Ryan, Connor and Keith has been an exceptional experience. Their dedication and professionalism, combined with their warm and personable approach, truly sets them apart. From investment strategies to estate planning, they have guided us through every aspect with great care and attention. Their availability and responsiveness have been invaluable, ensuring that our questions and concerns are always met with thoughtful and thorough explanations. With their expertise they have helped us create our Living Plan which has brought us the comfort and confidence that we will be able to really enjoy our retirement. It's truly been a pleasure collaborating with this outstanding team, and we are immensely grateful for the level of service they consistently provide.
Corey has been very sensitive to our perspective and experience - generous in presenting his acumen as a resource but not to dictate decisions, and generous in respecting our choices. Because of this, we have been able to build a relationship with him over time that can be best described as trusting and valued. Because of Corey's ability and input, my financial future is expected to be dramatically different than it would have been otherwise.
When we decided to wind down our business and plan our retirement, Corey and his team proved to be a great choice in helping us work through our options. They were able to keep us focused on a clear and concise plan and introduced us to many tax and estate planning strategies, saving us and our estate a considerable amount of tax. We would highly recommend them to anyone looking for a comprehensive planner!
We have been with IG for over 20 years. In an uncertain economy you want to know that your future is safe, secure and the people watching after that have your best interest in mind. Ryan Quinn and his team are those people. Ryan helped lay out a comprehensive retirement plan to help us visualize where we were at and what we needed to do to get to our retirement goals. We are now approaching our retirement years and are so happy with the plan that Ryan laid out for us. Ryan and his team always keep us fully informed on any issues that might arise and meet with us regularly to make sure we have a complete understanding of what is happening with our investments and that we are happy with the results. We are so happy!!!! Thank you Ryan and Team!
I was facing a completely unforeseen change in my life, struggling with cancer at the same time my husband of 39 years requested a divorce. I became completely overwhelmed! I had very little experience in dealing with my financial situation, but then a very close friend introduced me to Corey. I met with him and immediately felt supported and at ease. He directed me through a journey that I lacked confidence and knowledge of. Corey’s professional approach, planning, strategies, and patience made an extremely difficult challenge easier to navigate. His guidance, support, and advice has moved me forward to a successful financial future.