PROFi - Professional Financial Planning

"This team of consultants are top notch with consulting, managing, educating and caring about their clients and funds. They are highly qualified in the business and professional yet =personable and approachable. Thank You to all at PROFI !"

"PROFI, i don’t know how to explain. this is the best group of people me and my wife could have ever met. PROFI has are needs and best interests not only an a Business aspect but true to there heart. only company I trust to take care of our financial needs."

"I met with Brennon Bowen and David Kleinman after my husband passed away and I was faced with making some significant financial decisions. Before our initial meeting they gathered my information and prepared thoroughly. When we met at PROFI, Brennon and David presented a well-researched financial plan that met my immediate needs as well as my long-term goals. I appreciated their insight and knowledge as I asked a multitude of questions about their recommendations. I never felt rushed or pressured. They went above and beyond what was requisite by meeting with me two additional times (at my request), once with family and once with an advisor. Their expertise at understanding and clearly explaining the intricacies of various financial options was not only impressive but immensely helpful. The staff at PROFI were quick to respond to any inquires, always kind and respectful."

"PROFi is a great place for financial planning! These wonderful people know what they are doing and treated us like family. We felt welcomed and were treated with respect and friendliness from the moment we stepped in. They took as much time as needed to explain everything to us so that we got all our questions answered. Bruce, Mary, David and the whole team are true professionals and we know they truly have our best interest at heart."

"PROFi is the most trustworthy and professional financial advocate that I have ever worked with. I was amazed at the savings and insight that they discovered for me in just the first meeting. Their comprehensive financial overview makes me feel secure in my financial future. Their staff is personable and I look forward to every interaction with them. They truly care about each client and take the time to explain complex financial concepts. I highly recommend working with PROFi!"