Lee Christian has been our primary financial advisor for 10 years or more and we have been very satisfied with our association. His suggestions to transfer assets from Mutual Funds last my saved us from experiencing losses when the stock market fell. He has always been clear concise in explaining what is best for us in our situation of being aging retirees – which is his specialty and we feel secure in the fact that he has our best inters in heart. Lee is always just a phone call away and aways makes time for “sit down” whou us when we have questions or concerns.
I want to take this opportunity to thank you for all the help you provided to me as I was trying to figure out what to do with the money I worked so hard for all my life. I admit that I was very skeptical, and I relied a great deal upon the recommendation of my sister-in-law, Kathy Anthony. However, when I met with you and discussed my situation with you, my skepticism vanished. You didn’t try to “sell” me on anything, and you answered all of my questions in language I could easily understand. And you didn’t make me feel uncomfortable because I was skeptical at first. You were professional and up-front — and that made a big impression on me. Then, when I had problems dealing with my retirement account, you were there to help me walk through all of it. If you hadn’t been willing to make the conference call with me to my retirement plan, I wouldn’t have known what to do. You were professional and knowledgeable with them and with me.
I feel much better now that I know that my savings will go to my designated beneficiaries instead of to my estate. That means a lot to me, and you were there with me setting it up exactly as I wanted it to be. I feel like you work for me and have my best interests in mind. Thank you so much for all you have done. While I plan to be around for a long time, I feel much more comfortable knowing that my investments reflect my wishes. If you ever need me for a recommendation to future clients, please feel free to call on me.
We are in some difficult times in the financial dilemma with investments and retirement accounts. Our economy has become questionable with market trends bouncing around. What will happen in the future is questionable at least in my mind. In my search for what to do with my investments I have talked to several financial advisers.
About 3 months ago I met with Lee Christman. Senior Associate financial adviser.
On our first meeting we had an interesting exchange of questions and answers to address what I was seeking and what he knew was available to best protect a part of my investments. Our second meeting Lee provided a offering which meet with most all my concerns and we proceeded in changing a portion of my investment. This change has now been accomplished and I feel more comfortable with the future on financial basis.
Having gone through this process and exploring several options I believe I should recommend that you have an opportunity to meet with Lee Christman and determine what he has to offer. Naturally you will have the choice if you wish to meet with Lee.
Approximately 19 years ago when I was 70 year old, I met Lee Christman who became my financial advisor.
After a review of my financial situation, he recommended my purchase of some fixed annuities. After much fluxuation in the stock market, I have been especially happy with the purchase of these annuities.
Unlike some other accounts, that I have recently lost a considerable amount of money due to the stock market going down. Not only have I not lost one penny in these accounts purchased from Lee, but I have also earned a fair rate of return. I have taken money out of these fixed annuities to pay for the care of my wife.
I would highly recommend Lee Christman to anyone for his professional advice.