TruFinancial

Working with Dan has been amazing! He has helped both me and my husband better understand our finances and budget. He has helped us build a plan that gives us confidence in our future. His professionalism, responsiveness, and genuine care sets him and TruFinancial apart. We appreciate his proactive approach, honest advice, and the peace of mind he has brought to our financial lives. Highly recommend to anyone looking for a knowledgeable and trustworthy financial advisor!

Sean is a god send and so knowledgable of not only the current financial landscape but my needs as well. He's been a true help and support to get me on the right track thinking about my financial future. We've created a custom budget together and are working toward my financial goals. He's kind, compassionate and has an analytical approach as he works with his clients. I'm so glad I have him in my corner and I look forward to our check ins. Thank you, Sean!

I can't say enough amazing things about the Tru Financial team. Working with Indigo first and now Sean, they've taught me how to successfully manage my debt and budget. It's the first time in my life I've truly felt 100% in control on my finances and have confidence about my financial future. Most recently, Sean has helped me manage my debt by making me aware of all the tools at my disposal to lower interest rates, prioritize certain payments, and budget successfully. If anyone is feeling like their debt and finances are becoming unmanageable, please reach out to Sean and Tru Financial for help.

As an independent hairstylist my job requires me to wear many hats - including accountant/bookkeeper etc. I’ve tried my best to manage the past few years but separate from my business accounts I had credit card debt, no savings, no budget and nothing even rhyming with retirement. I felt like I was making good money but nothing to show for it. Now after a little less than a year my business and personal finances are very well organized, my debt is dwindling down, I have more than one savings account and I never have to open turbo tax again. I’m so grateful for Evan & TruFinancial because a giant weight has been taken off my shoulders and I’m able to focus on my clients in the salon. Evan has a great attitude, is very knowledgeable and he’s easy to work with. From just the few changes he made to my banking at our first meeting I already felt like I had a better handle on my money and where it was going. I’m learning a lot, it’s been so easy and the best thing I’ve done for myself and my business.

Evan is awesome. He came highly recommended from a family member who had worked with him for years. I’ve been with Evan and TruFinancial for 3 years and won’t be leaving anytime soon. Daniel is another person I’ve worked with here and is also fantastic. They taught me everything I need to know how to be an adult with my money and plan for the future. I highly recommend this company for anyone who wants to invest in themselves and a comfortable future. They provide a personalized and professional experience where their passion is easy to see when it comes to helping people achieve their financial goals.