Griffith & Werner, Inc – Our Testimonials2024-01-03T19:31:30+00:00

Client Success Stories

We can tell you why you should use Griffith & Werner, but see what are clients have to say!

At Griffith & Werner, there is nothing more important to us than doing right by our clients. It is a responsibility and a privilege we take very seriously, and we believe in building long-lasting relationships. Our team of experts is committed to giving each client the time and attention they deserve.

Disclosure: All the following testimonials are from Griffith & Werner clients, and no compensation has been given for their statements.

October 2023

best financial decision I’ve ever made

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Very professional and friendly. Always respectful of my questions. Plain and simply put partnering with Griffith & Werner was the best financial decision I’ve ever made.

– Steve

Portfolio Growth

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Greg, Kyle and the entire team are knowledgeable, patient, and readily accessible. We especially value their time and effort to keep us informed and prepared. Their passion, market foresight, and business savvy made our investment management transition seamless. It also increased our understanding, confidence, and most important our portfolio growth.

– Stephen & Zelda

Awesome Guys

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Awesome guys to work with. Spot on with advice. Professional, Honest and Trustworthy. You won’t be disappointed.

– Jan & Linda

Stop Worrying

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We couldn’t be more pleased with the entire Griffith & Werner Company. We have worked personally with Kyle and Chris and they are amazing! If you want to stop worrying you’ve found the right group!! They are so knowledgeable, kind and transparent!! The Best!!

– Mike & Melissa

Want the best for my family

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Kyle Tomlinson always makes me feel as though I’m a priority. He listens to my needs and is quick to respond. His personality makes me feel as though he really wants the best for my family. I would highly recommend him to anyone.

– Brian Padgett

Very Impressed

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We have used Griffith & Werner for several years now. We have been very impressed with their service, their integrity and have recommended them to several people.

– Linda S.

VERY Satisfied Clients

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We have been a client of theirs for almost 10 years now, and have been very pleased with their services, especially the communication and accessibility. As retirees, it is very important to us for someone to stay on top of the market, as we depend on our investments as our income. With the recent volatility in the market our income has remained stable which makes us very satisfied clients. And we really enjoy working with Greg, Kyle, Chris and their office staff.

– Edward Walker

Our Firm

At our firm, your portfolio is managed by our in-house team with years of financial experience. We give each and every client the time and attention they deserve.

Our Guides

Browse our financial guides to help you assess your current investment and retirement strategies.

Our Process

We follow a five-step process to create your financial plan. We intimately understand your short and long-term goals and take an active approach to helping you pursue them.

YOU’RE NOT JUST A NUMBER, YOU’RE FAMILY

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