Client Testimonial - Trusted Advice

Nov 15, 2024 Willow Creek Wealth Management Posted in Client Testimonials

Hear from Christine, a client of Willow Creek since 2007, about the start of her relationship with Willow Creek. 

My siblings and I inherited some property when my mother died. So, we asked some friends, and it seemed appropriate to talk to a financial advisor – I had a lot of questions. And they said, ‘Willow Creek. Go to Willow Creek. Everybody we know goes to Willow Creek. Go to Willow Creek.’ So, we did and, fortunately for us, the person we talked to had an extensive background in real estate. So, we were able to get our questions answered and basically make decisions that were right for us. And that's how we came to be here.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

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