Client Stories
“Among the many benefits of partnering with Chris, the most important has to be the financial confidence I now experience”
When I realized I wanted to retire soon, I knew I needed help. Chris Price was highly recommended by a friend, so I reached out. After meeting, Chris explained how my investments will assist me during retirement, which eased the insecurities that come when you’re no longer earning a regular paycheck. I never hesitate to refer Chris to others. He’s hardworking, happy to answer questions, and knowledgeable when going over plans and explaining the market and investments. Among the many benefits of partnering with Chris, the most important has to be the financial confidence I now experience.
-Angela
“I was experiencing uncertainty regarding my future investment goals, and Chris provided the confidence and comfort I needed.”
In 2021 I began looking for a financial advisor. Chris and his office came highly recommended, so I reached out to connect. Finding someone via a trusted referral made all the difference. I was experiencing uncertainty regarding my future investment goals, and Chris provided the confidence and comfort I needed. It’s critical to know I have someone in my corner looking out for my best interests; that quality relationship with my advisor is the most important benefit. I will recommend Chris to a friend or colleague without hesitation.
-Lori
“Chris’s knowledge, understanding, and guidance are beyond reproach, so I recommend him without hesitation.”
Although finding a financial planner had been on my mind for a couple years, I never pursued it until faced with a family tragedy. After connecting with Chris Price, I found him to be a well-rounded fit for the needs of my husband and myself, and our communication styles just clicked. It’s difficult to wade through the pool of financial advisors and find someone you can communicate well with. Chris’s knowledge, understanding, and guidance are beyond reproach, so I recommend him without hesitation. Chris provided me with a better grasp and understanding of my current and future financial situation, and I appreciate the individualized attention.
-Barbara
“The list of benefits to working with Chris is long, but just to name a few, he is honest, trustworthy, patient, knowledgeable, he listens, understands, and researches to find the best solutions, and his integrity is beyond reproach.”
I began partnering with Chris around 2005. Direct access to my advisor is very important, and I have found Chris always willing to assist and very responsive—usually the same day or within 24 hours. Not only does he make me comfortable discussing my finances, I know he cares about my financial well-being. Chris is not a salesman; he has been my financial partner for over 15 years, and has provided clarity and guidance regarding my retirement investments and insurances.
I have recommended Chris to many people, including family, friends, and co-workers, many of which are now clients or soon-to-be clients. The list of benefits to working with Chris is long, but just to name a few, he is honest, trustworthy, patient, knowledgeable, he listens, understands, and researches to find the best solutions, and his integrity is beyond reproach.
-Pamela
“Chris is patient and reaches out to me often just to let me know what’s going on in the market and to see how I’m doing.”
When I realized I wanted to retire soon, I knew I needed help. Chris Price was highly recommended by a friend, so I reached out. After meeting, Chris explained how my investments will assist me during retirement, which eased the insecurities that come when you’re no longer earning a regular paycheck. I never hesitate to refer Chris to others. He’s hardworking, happy to answer questions, and knowledgeable when going over plans and explaining the market and investments. Among the many benefits of partnering with Chris, the most important has to be the financial confidence I now experience.
-Jennifer
