Overall Rating
We listen, amazing!
Been with Jeff for a couple of years. 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 it is resolved ASAP. They treat our money like it’s there 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. I like them a lot and enjoy working with them. I would give them a shot!
Highly recommended
My family has been working with Jeff for about a decade. He has always been a good communicator -- he explains things well and also won't hesitate to state his opinion. I have confidence in both Jeff and Mackenzie, and trust them to help me make the best decisions for my family. We've undergone some major life changes recently, and Jeff and Mackenzie have been very responsive. They've found time to answer emails, follow up with phone calls, send documents, and meet virtually, all on tight timelines. They've been knowledgeable and patient. I trust that they have my best interests at heart and wouldn't hesitate to recommend them to my friends and extended family.
Knowledgeable and trusted
I’ve worked with Jeff for around 12 years and my parents had plans with him before that. Once Mackenzie started working with him, she also assisted us in planning for our future. They are knowledgeable, trusted and great at explaining things in an easy to understand way. I recommend Jeff.
We Listen are the best
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.
Trusted advisor/planner
Jeff has been my financial advisor/planner for close to 20 years. He is knowledgeable, patient, and explains things in a way that make complete sense for me. He offers great advice and I have always felt that he has my best interests at stake. Jeff does not feel like an "advisor" he feels like a very knowledgable friend who I trust implicitly.
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Fantastic financial planner
We have know Jeff for over 24 years and he has always had our best interest in mind, when advising us. Through our many changes and needs in life, Jeff as been there to advise us, helping us come up with plans to achieve our goals. We would highly recommend Jeff to anyone seeking a financial planner!
Most trusted financial planner
We have known Jeff for 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. Through the years with his guidance we saved up for our retirement so that now I am able to retire. I don’t think we would have been in this comfortable position without his advice. Jeff is so knowledgeable and I trust him with everything. As I tell people he took us from zero to one hundred painlessly!! Jeff always has your best interests at heart!
Trusted Financial Planner
Jeff is an excellent advisor and makes financial planning easy and trouble free. He is knowledgeable, patient and honest with his advice and he customizes financial plans to individual. He is truly a trusted advisor, that always has your best interests in mind when planning your future. I have been working with Jeff for over 20+ years and I believe him to be the best in the business. Trust Jeff to help build the best financial plan for you!
Most Trusted Financial Planner
Jeff is the most trusted Advisor and Financial Planner I know. I have know Jeff for 25 years, for peace of mind financially just call him.
High Praise for this Financial Planner
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. He is a class act like no other in the business. Trust Jeff to help you build your future.
Great teacher and my money guru
Jeff has been an excellent advisor. He explains things in a way that I can understand and is patient. He has made some wise choices for me over the years with my input. I feel safe knowing he has my best interests at heart! I also have learned a lot about finances.