Archives: Testimonials

“I’ve worked for First National for 37 years, and they treat their employees like family.”

“While it may seem obvious that your investment advisor should put your interests first, in reality it’s far from a given. In fact, it’s actually quite rare. We are proud to be among the less than 2% of advisors nationally who operate under a fiduciary standard.”

“They’ve been extremely responsive anytime I’ve had questions, and just answering any questions I’ve had. They make sure everything is really clear before we’ve signed anything.”

 

“We’re able to trust what they say, and they’ve been very good about getting us into a conservative fund that still allows us to grow our endowment. The team they have put together for us is excellent.”

“They treat you like how you want to be treated.”

“They have high integrity. They’re responsive. We have confidence in them. They understand what we do. They listen to what we want and what strategies we think are important. In a word, it’s a partnership.”

“Our relationship is quite positive. They have been very responsive to any questions we’ve had and helped us through the economic downturn of 2008 and 2009 with great results.”