I have enjoyed the friendship we have built with David McIntosh most of all. When we get together, we often have to hustle through the business portion because of how much time we spend catching up on life, work, and family. Everything we have done together has flowed out of a long-term relationship and connection that goes beyond "retirement planning". I have always felt that our personal relationship is a big priority for David, and I feel it every time we get together. Another thing that I also have always appreciated is how David delivers on what he says he’s going to do. If he says he is going to call me in 3 or 6 months to follow up on something, he always does it. He follows-through on every question, to-do, information request, etc. If he says something will be done, it gets done. I love that. I recommend David so highly because he has been a faithful friend to guide us through an intimidating process. There are so many resources giving advice and opinions on how to build wealth and save for retirement. From the very first time we met 15 years ago to now, David has helped us take the right steps to stay on track with our financial plan. He cuts through the noise of the finance world to keep us focused on what we can do today to meet our goals. It's been so reassuring to have David as our guide. We have no fear of college tuition or what we will do when we retire. It's so freeing to know that decisions he helped us make today are going to pay off in the future. We know that all we have to do when these moments are upon us is call David, and he will guide us through it.
We have appreciated the experience Tim and True Wealth Partners provide. Talking about wealth management can be overwhelming and Tim makes the process easy and comfortable for us. We know he puts what is in our best interest as his top priority. We recommend Tim and True Wealth Partners because we trust them. Tim earned our trust through his approach to getting to know us as a family and identify what is important to us and our kids. He appreciates our short and long term goals and created a plan that achieves those goals. The qualities in the advisors and the team that matter most are how they approach helping us with our wealth management goals. Taking time to ask questions, listening to our priorities, and making recommendations that give us confidence in the future for us and our kids.
I’ve been working with Steve for almost 20 years and his professionalism, knowledge, expertise and customer-service mentality have instilled trust with my wife and I as we have navigated the financial planning & investment landscape during our partnership. We consider Steve as a valuable friend & expert in our important financial planning & investing endeavors. Steve, Cynthia and the True Wealth Partners team have advised & acted in our best interest over the years and they have truly given us a sense that they are working for us and our objectives. We have valued their commitment to us and their professional & timely follow-up, communication, and expertise. I would highly recommend both Steve & Cynthia as your trusted financial partner.
We have always felt that David has had the best interest of our family in mind with all of our interactions. It has never been about a number we are trying to achieve, but a longer-term focus on our objectives, timing, and post-retirement lifestyle for our family and the steps we need to take to enable us to get there comfortably while being able to enjoy life along the journey. The decision we made to work with David really came down to trust and the feeling we had from the first conversation with him. David wants to really know our family and our objectives prior to walking through a plan to get where we wanted to be. We have implicit trust that David is guiding us along the path to successfully achieve our goals. We are very comfortable where we are today and, perhaps more importantly, where we are heading as we enter into retirement. We are confident in our knowledge that David has us set up for continued success over the long-term horizon.
Because of the help and assurance I received from Tim Gilbert I was able to retire and spend the last 2 years with my mother before she passed. I will ever be grateful to him for that. Tim and his partners are continually and actively seeking the most beneficial strategies for my investments. I know this because they are excellent communicators: checking in, keeping me informed, and responding promptly to my questions. They have become my friends. I believe they truly care about helping me . . . and others. I think that’s where they find joy.
I’ve really appreciated how David has taken the time to truly understand my financial goals and craft strategies that are tailored to my needs. It started with Life Insurance and a simple plan and has grown into so much more. His communication and clear explanations have given me confidence and peace of mind, not only for myself but my family. I value the trust we've built over time, knowing that my financial future is in capable hands with not just a financial advisor but someone who always has my families best interests in mind. I constantly recommend working with David because of the deep trust and confidence I’ve developed over the past 10 years. His expertise and personalized approach have consistently helped me navigate complex financial decisions with clarity. I appreciate his proactive guidance, attention to detail, and his genuine care for my long-term financial well-being. He makes the process feel less overwhelming, and I always feel that my interests are his priority. Working with David has significantly improved how I feel about my financial future. He’s not only helped me create a solid plan but has also given me confidence that I’m on the right track toward my goals. His guidance has made me feel more secure and optimistic, knowing that I’m making informed decisions for my future and my family. I now view the future with less uncertainty and more clarity, thanks to the consistent support and expertise he’s provided over the years.
For more than 15 years, I have had the privilege of working with Steve Greene and Cynthia Durdin, knowing that my personal finances are managed by trustworthy individuals with integrity. My confidence in their skills and their guidance reassures me that my investments are in the right hands. Steve and Cynthia have taken good care of me financially and personally. They are smart and caring people, and that combination you do not always find.
I am incredibly grateful for the sound, thoughtful guidance David and team (Jason has been there from the beginning and Emily is available whenever I need something) have provided me throughout the years. Their expertise and personalized approach give me confidence in our family’s financial future. I know they have our best interests at heart and are always available when I need them—I am incredibly thankful for their partnership.
Tim always takes time to explain our financial situation to us in a way that is very understandable. He sets up regular meetings but is always available to answer any questions we have. Tim and everyone else at True Wealth Partners have been a pleasure to work with. They have all be very accommodating and helpful with making financial and investment decisions. Tim and the team have done a wonderful job educating my wife and I on our finances. I always feel comfortable that they are making the best decisions for my financial situation.
I have had the opportunity to work with True Wealth Partners for the past several years. The relationship has been fruitful and easy. This team is extremely knowledgeable in financial planning, understands the economic climate, and offers sage, sound advice. Key things I appreciate most about the services provided are the team’s ability to listen to our needs, plans, and goals; the attention to detail, and responsiveness. I highly recommend working with Tim Gilbert because of his professionalism and his ability to pivot as we experience changes in our plans and goals. I expect an advisor who understands our goals, is transparent and realistic. Tim exhibits these behaviors and I feel completely at ease with our decision to work with and trust this team.
The thing I've appreciated most about our partnership is full transparency in addition to who David is as a person with high integrity. He's not looking to cut corners and addresses any questions I've had. Knowing that David is taking care of my financial future gives me a sense of calm with my finances - I don't have to worry about where and how to invest. When I have had investment questions on areas that I wanted to explore investing on my own, he has always been more than helpful. David is a true partner and I would recommend him to anyone who wants have reassurance in their financial future.
We enjoy mostly the personal care that you guys give us. We always know where our accounts are doing and how they are invested. This reinforces our trust in you. We would recommend you without hesitation, have known you for over 20 years and have always felt you had our best interest in mind plus you always maintain us informed. Good communicators an always listen to our needs and requests without hesitation and always with the best suggestions of how to do it.
We have worked with Steve and Cynthia for many years and trust their advice and opinions. They have helped us see the big picture of investing and given us the tools to make informed decisions. Both are no pressure individuals and are responsive whenever we have questions. We have recommended them to others as knowledgeable advisors and people who will be responsive to their needs. Both are a pleasure to know and with which to work.
Even though we live in a completely different state, you’d think that we are next door. Right way, Tim & Shane wanted to know all about us and our investing goals so they could make recommendations for the present and of course, our future. I not only would recommend working with this team, I already introduced them to other family members who I knew needed investment advice. Everyone on this team is interested in YOU and YOUR needs. I like that several times per year they are checking in and want to set up a Zoom meeting to discuss our accounts and make recommendations for other investment options as they see fit or as new options arise. I trust this team with our future.
Thank you Steve, for 25 years of financial guidance and friendship. You came to us as just a pup through a bank relationship and have grown your business and our relationship into one of mutual trust on a solid foundation of market knowledge. As our financial needs have changed you have offered vision and flexibility. Cynthia has become a trusted asset willing to address every problem with a smile and a quick solution. I wouldn’t trust our future to anyone else.
We have been clients of Steve’s for 20-years. One of the things we appreciate most about working with him is his fast and friendly service. We trust Steve and value his integrity. He is honest, helpful, and great at following up.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.