I have used Dan Anderson at Rise Financial for several years and found him to be knowledgeable, professional and very personable. He keeps me updated and quick to return phone calls or emails. I am pleased with the return on investments he has suggested.
Investing for your future can be a tricky business and requires research and time to achieve your desired objectives. Dan Anderson is a consummate, compassionate, and easy to work with professional financial advisor that will examine your current assets, provide the options available to you, and provide a plan to achieve your short & long term goals. He also provides guidance on health care insurance, inheritance & wills, retirement planning & benefits and local and federal taxes on assets. My family has been working with Dan for numerous years and very much enjoy our relationship.
Working with Dan has been a very easy experience. He provided all the education I needed to make a decision on what was best for my family. Was very easy to get ahold of as well for my questions.
Dan Anderson is a very professional and trustworthy financial advisor. I have very high confidence in his financial services and would not hesitate to refer my clients, friends and family to him. A professional with this knowledge and extreme customer service is very hard to find these days! Great job Dan, you are truly one-of-a-kind!! 5 stars all the way.