Friendly, Cheerful and Knowledgeable
The friendly, cheerful and knowledgeable handling of our investments by Lifetrek Financial has given my husband and me a worry-free future. We feel that we have a trustworthy friend, as well as an advisor, and our relationship with him has been extremely rewarding over the years” – Robert and Geneva L.
Lifetrek met that goal painlessly
I came to Lifetrek with one goal in mind. Lifetrek met that goal painlessly, with a very personal approach. Different strategies are used for each client, which is not what I’ve experienced in the past. – Richard K.
Personal and proactive than most financial institutions
Lifetrek has had a big impact on our quality of life over the last 14 years. They are more personal and proactive than most financial institutions, and my questions are always answered. – Pat K.
Impressed with Lifetrek’s team approach
I have always been impressed with Lifetrek’s team approach. I really appreciate the continuity of service and have a lot of trust in their recommendations. We were late bloomers, but now we’ve built a portfolio that helps us to sleep better at night. – Tom and Nellie H.
"I am grateful to have Jerry as a trusted advisor"
I have known Jerry as a neighbor and friend for over 30 years. For the last 20 plus years, Jerry has managed our family’s financial well-being. In the late 90’s, he ensured that my ailing mother was able to maximize her assets in her final years and we all had comfort knowing she was well taken care of. As time passed, we migrated our own portfolio to Jerry knowing it was in hands more capable and knowledgeable than we could ever accomplish on our own. Even so, Jerry has always been able to translate the complexities of financial planning into plain language to allow us to stay engaged and make informed decisions. - Vicky W.
I have known Jerry as a neighbor
For the past 25 years, my husband and I have entrusted our investments to Lifetrek Financial Group. The communication on the status of our accounts has always been excellent and our regular twice-yearly meetings with Jerry leading up to retirement were both reassuring and instrumental in deciding which direction to take them. - Tina B