Fred and Wendy

Posted by  on 
November 10, 2017

Our insurance and investment needs were transferred to Jason earlier this year.

We were immediately impressed with his knowledge and experience, but were even more impressed with Jason’s interpersonal style. We are not wealthy, but were treated with respect and appreciation by Jason. We felt comfortable with him and confident that his engaging and warm style was a true reflection of him as a financial advisor. He took a considerable amount of time to get to know us, our future aspirations and our current financial situation.

He then developed plans that met our individual needs and circumstances. Jason answered all of our questions completely. His presentation style was such that his suggestions were nonjudgmental, supportive and encouraging, making us feel confident as active players in the decision making.

We know our investments and our future are in good hands. Caldwell Investments are fortunate to have Jason representing their firm.