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Client Testimonials

These are some examples of how client testimonials can be displayed on a website home page.   Google Reviews can be integrated into a website using a third-party module for a small monthly fee.

Testimonials – Option #1

What our clients are saying…

Testimonials – Option #2

What our clients are saying…

“I would give Crescent Financial a 5-star rating for my recent appointment. I appreciated the great safety measures your office has in place in support of the current COVID-19 restrictions. I also am grateful that I was able to come into the office for an in-person meeting with Kevin.”

Anna Marie

“Our meetings with Cory have been informative and thorough. We trust all his input. I always felt that you need a mega portfolio to have a financial advisor, but I was wrong. Cory has handled our questions and concerns with professionalism. We have nothing but confidence with him and Crescent Financial.”

Tom and Edith

“I always appreciate speaking with Kevin, it means a lot to me that he takes the time to help put my mind at ease about our future with finances.”

Sandy R.

“Our meeting with Cory was the same as always, with Cory being helpful, knowledgeable, prepared and honest. Excellent advice from an honest and fair source.”

Wayne and Irina H.

“Kevin’s ease of communication always makes me feel comfortable to share my concerns; not only do I come away with a sense of security & learn something, but my financial burden feels lighter. Thank you for your confidentiality and honesty always.”

Donna

Testimonials – Option #3

What our clients are saying…

“My wife and I have known Bill for over 10 years, working with him in various settings from investments to taxes to even charity planning. It is good to know that Bill has such a great reputation in the community and a heart for serving and helping others. He is sensitive to our particular needs and is a good teacher in helping us to understand a holistic picture of how to handle our finances.  We wholeheartedly recommend Bill Thompson for your financial needs, you won’t regret it.”

Gregory & Nerissa Bainbridge

Director of Community Services

“The smartest move we have ever made financially was signing on with Bill Thompson. The value he provides is not limited to his extensive financial knowledge, but also the passion and the care he shows his clients.  You could say that Bill lives and breathes “know your client”, getting to know his clients and tailoring strategies to help them get to where they want to go.  It’s been 15 years and we can’t wait to work with Bill for the next 15.”

Carlos & Esperanza Alvarez

Alvarez Plumbing Contractors