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Creamer Family

November 04, 2023

Axim planning & wealth client testimonial. Fiduciary financial planning. Retirement planning. Fiduciary retirement planning. Fiduciary financial advisor near me.


Video Transcript


Speaker: James Creamer, Washington State

James Creamer: Hello, my name is James Creamer. Uh, my wife and I were trying, we're struggling with, uh, some financial advisors at one of our banks and, uh, seemed to be giving us some very, uh, poor information. Hard to get a hold of, hard to, uh, uh, get him to call us back. And, uh, anyway, we found Bret and, uh, anyway, he helped answer all our questions and, uh, got us, uh, going forward with, uh, some good plans and some good thoughts, good ideas and, uh, generally just, uh, have had nothing but, uh, success with, uh, what he said to us so far. So, I mean, uh, that's, that's where we're at as far as, uh, having a situation that worked out with him and for us.



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