Stacy Heller19 days agoFrom
We switched to Tait and Triad Financial Strategies over 18 months ago and we couldn't be happier. Most financial advisors seem to focus solely on financial wealth; whereas, Tait focuses on financial health so you can experience personal wealth within your lifetime.
Pia Larson19 days agoFrom
My husband and I hired Tait to help us plan for retirement in the future. He is the consumate professional, explaining everything carefully, showing our options, in a no rush way. He truly knows retirement planning and how to calm the fears of our future. I highly recommend and trust Triad financial with planning your financial freedom. You will thank me!
Troy Hunter19 days agoFrom
I have a successful law practice but don't consider myself particularly sophisticated when to comes to finances. Luckily, Max Baer knows everything that I don't about investing and retirement. He has been instrumental in working with me and my family to secure our financial future and he always does it with a great attitude, a smile, a tons of patience.