Don't Take Our Word for It
Our commitment goes deeper than just putting the needs of our clients above all else. It's about dedication to finding solutions, it's about anticipating needs and it's the pursuit of your goals. But don't take our word for it — keep reading to see what our clients have to say about us.
What Clients Are Saying
"Pat and his team have been instrumental in planning and implementing our retirement plan since 2011. We always leave his office with the “sleep well at night” feeling. I do not believe you could find a more ethical person than Pat Strubbe, and he leads his team by amazing example. We are very grateful a neighbor recommended him to us 11 years ago."
"My husband and I came into the Preservation Specialists clientele early on. We needed good advice about preparing for retirement with the limited resources we had. I am now benefitting from the wise counsel and fund management that Patrick and his team have provided. I highly recommend the company to my friends and family."
"Pat and his team at Preservation Specialists are just that—specialists in knowledge, professionalism, and providing individual care to your personal account. It is so comforting to know that PS is monitoring your account continuously and “has your back” at all times. We have referred several of our friends to PS because we believe in the financial knowledge and individual care they provide. We look forward to continuing our relationship for years to come. They just feel like family!!"
"I trust these folks a lot. They have always been honest with me, and take the time to answer all my questions and even when they have to do it more than once I am treated with respect. Their advice has been good and their ongoing educational programs are helpful. I always leave feeling like they will keep me from eating cat food and living under a bridge."
"The team at Preservation Specialists took time to understand our goals and developed a plan specifically for us."
"The time taken to determine our needs really made us feel comfortable. The PS team is always available for any questions or concerns and we would never go anywhere else!!"
"We appreciate the personal attention. They always have time to address our questions and concerns. It is nice to not have to worry about the markets every day."
"The team at Preservation Specialists take the time to get to know you. Meeting with their advisors feels very comfortable, like talking to a friend."
"We turned to Preservation Specialists. We are so glad we did because we don't have to fret or worry about how to invest or whom to invest with. We feel Worry-Free and Safe! Thank You So Much!"
"Preservation Specialists cam into our lives during a deeply traumatic time. They were such a comfort, over and beyond our finances!"
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.