Circle of Advisors Securus

"They clearly explain their plan include you in the decisions regarding your financial future."

"All personnel are always friendly and courteous. Everyone strives for customer satisfaction and achieve it. Welcoming, homey atmosphere with professional service."

"Thanks for the help and support of getting our Will and Trust established. Talking about your end of life can be difficult but it's important as a family and business owner. It was important for to my husband and I that one our business wasn't effected if something happened to us not only for our family but also the employees and community we serve. The team at circle of advisers gave us the time and attention we needed to make those difficult and important decisions."

"Being a client has helped my family set ourselves up for financial success. It has allowed us to create a legacy plan for our children and feel secure that we will have enough for retirement. Having all the services (taxes, insurance, financial planning) in one place has really helped us streamline our efforts! We can count on them to always answer our questions. Their team has been wonderful!"

"They are making a small coffee shop pay $5/customer to allow the customer to park in the lot right in front of the coffee shops building. If they are that money hungry over coffee shop parking then I won't trust them with anything else. Complete scumbags in my opinion. It seems like they want to run the small coffee shop out of business for some reason."