What Our Clients Are Saying

“We have been working with Jeff for over 25 years and have trusted him with all our financial planning. When we started with him we had just purchased our home and really had no savings. With the guidance and help of Jeff and Mackenzie and the team at We Listen Financial, we saved for and are now enjoying our retirement. I don’t think we would have been in this comfortable position without their advice. The entire team is so knowledgeable and we trust them with everything. As I like to tell people, they have taken us from zero to one hundred painlessly!! We Listen Financial always has your best interests at heart!”

- Pat

 
”Jeff and Mackenzie at We Listen Financial are the most trusted Advisors and Financial Planners I know. I have known them for more than 25 years, and for peace of mind financially, just call them and then you can relax.”

- Burt

 
"We have been with Jeff for a couple of years. They help me and my family invest our savings and plan for our future. Jeff added Mackenzie to his team and all I can say so far is WOW! Amazing service - I have questions or need something and it is resolved ASAP. They treat our money like it’s their own and wants the best for us, makes us feel part of the family. When investing they show what’s best suited for the individual and let you decide no pressure. We like them a lot and enjoy working with them."

- Nick
“We recently changed over to We Listen - Financial Planning Solutions and we couldn't be happier. Jeff and Mackenzie are knowledgeable, organized and a pleasure to work with. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Jeff and Mackenzie are amazing, work seamlessly together and I would recommend the We Listen team to anyone looking for quality financial advice and guidance. They are the best.”

- Jeremy

 
“Jeff is an excellent advisor and makes financial planning easy and trouble free. Now it’s a team with Mackenzie joining. They are knowledgeable, patient and honest with their advice, and they customize financial plans to each individual. They are truly trusted advisors, that always have your best interests in mind when planning your future. We have been working with the We Listen Financial team for over 25 years and we believe them to be the best in the business. Trust We Listen Financial to help build the best financial plan for you!”

- Stephen

 
“Jeff is an excellent Advisor and makes Financial Planning easy. He is knowledgeable, patient and honest with his advice - he makes complex topics simple to understand. Jeff has been key in helping us successfully build plans for education, retirement and insurance purposes for over 25 years. He is truly the best of the best and makes his clients feel like family. Now with the addition of Mackenzie as an advisor, We Listen Financial is a class act like no other in the business. Trust them to help you build your future.”

- Valerie

"I have been working with the We Listen Financial Team for close to 20 years. They are knowledgeable, patient, and explain things in a way that make complete sense for me. They offer great advice and I have always felt that they have my best interests at stake. The We Listen Financial Team does not feel like "advisors", rather they feel like knowledgeable friends who I trust implicitly."

- David

 
“We have known Jeff for 25+ years (and Mackenzie for several years now) and they have always had our best interest in mind. Through our many changes and needs in life, Mackenzie and Jeff have been there to advise us, helping us come up with plans to achieve our goals. We would highly recommend We Listen Financial to anyone seeking a financial planner!”

- Jason

 
“I have worked with Jeff for over 25 years, and he has been an excellent advisor. He explains things in a way that I can understand and is patient. He has made some very wise recommendations for me over the years. I feel safe knowing he has my best interests at heart! I also have learned a lot about finances.”

- Tammy

If you are an existing client of We Listen Financial and would like to submit your own testimonial, please use the below form to do so.

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