Dave Divine18 days agoFrom
We have been working with Ben Bunfill for almost 15 years now and have been very happy with the process and results. The things that impress me the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Ben and his team pay to changes in our lives and the impact they may have on the plan. Working with Ben, we've met and exceeded the goals we set 15 years ago.
Rachel Espasandin18 days agoFrom
As a young, female professional, I was pretty nervous to get started with my financial planning. I wasn't sure what to expect and I was worried that I would be talked down to. From my first interaction, Kyle and the team completely put me at ease with breaking down the process step by step and explaining financial concepts to me in ways I could understand (without patronizing me at all). My trust grew for team 3030 throughout our conversations and how quick they were to get back to me about my questions. I highly recommend this experienced team if you are looking for confidence in your financial future!
Jonathan Cole18 days agoFrom
From the day I met Kyle Scott until now, I've received nothing but superior service and attention to detail with my finances. The communication and professionalism I've experienced with Thirty30 has been exemplary, and I know that they have my family's best interest at heart with every interaction. I cannot recommend this group enough! They are incredible!