Larry and I thank you for helping us with retirement plans and explaining our options. We have very much needed your help and feel you have our best interest at heart.
- Marilyn & Larry
His suggestions to transfer assets from mutual funds last May saved us from experiencing losses when the stock market fell. He has our best interests at heart. Lee is always just a phone call away and always makes time for a "sit down" with us.
- Mary Beth & Jay
After a review of my financial situation, Lee (he) recommended my purchase of some fixed annuities.
After much fluxation in the stock market, I have been especially happy with the purchase of these annuities.
I would highly recommend Lee Christman to anyone for his professional advice.
Having gone through this process (of finding a financial advisor) and exploring several options Ibelieve I should recommend that you have the opportunity to meet with Lee Christman and determine what he has to offer.
When I met with you and discussed my situation with you, my skepticism vanished. You didn't try to "sell" me on anything, and you answered all of my questions in language I could easily understand. And you didn't make me feel uncomfortable because I was skeptical at first. You were professional and up-front -- and that made a big impression on me.