Tim Smith, Jen Henry, and the entire team at Continuum Wealth Advisors is wonderful! I have been a client for nearly 10 years and was recommended to Tim by a family member who was a client before Tim established Continuum Wealth. Investing and managing money can feel a little scary to me but Tim and his team always invest the time to answer my questions and understand my goals.

I have been a client of Continuum for many years, and am always confident that I am receiving excellent management of my portfolio. My needs, concerns and questions are addressed timely, thoroughly and with respect. Continuum is a top notch firm that stays on top of activities in the financial world and moves carefully and decisively to see that client’s needs are met.

I became a client of Continuum after my husband passed away suddenly and I had no idea what to do. My brother is also a client so I felt safe. It’s very intimidating when you put your trust in someone with something that is so important. I am always made to feel comfortable and am treated with respect and concern with out condescension. Any concerns I may have had were professionally explained, the concerns placated. All the people there are also welcoming and approachable. I am very happy with Continuum and recommend them with utmost confidence.

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Continuum is a very strong company that does a great job managing your investments. They are open and answer any questions from the clients no matter how big or small. They do a good job of navigating your portfolio in the tough times, which really defines how well a financial company preforms.

Even though I’m not one of their largest clients I feel that my account is managed with great care. I enjoy my dealings with all the staff and feel that I can rest assured and not worry about any changes that they make. I feel very confident with the partnership we have established over the years.

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As soon as you walk in the door you are greeted warmly, made to feel comfortable and expected. The meeting room is comfortable, each employee you see is ready with your forms and reports to answer all your questions. The whole office works well together and before you know it, they are like family. They take an interest not just in money but in your exact situation, where you want to go, how long you have to do it and then a plan is formed.! Presto, you have a team working for you and your future.

Very pleased with their professionalism. They always take the time to reach out not with his emails, but personal phone calls. They have taken the time to really learn about me my personal situation and my goals . During our time together, my life has gone through changes and they've always been there to reassess my needs and strategies. Always very welcoming to questions and very willing to offer honest advice with other investments I keep personally through my 50 years in business. I've had other financial consultants that don't come close to performing as well as continuum.

After 22 years of working with Continuum Wealth Advisors, we continue to be pleased by the detailed and personal attention we receive from the entire staff. They effectively handle our portfolio and individual questions and concerns. We are grateful to the folks at Continuum Wealth Advisors for our financial security.

Tim, Jen and the team at Continum are fantastic. They have done great things with my portfolio. They are always there if you have a question and the response is very quick . I have been with them for many years and will continue to do so. The best!

Tim Smith and his team take the time to hear your current life situation and plans for the future. The investment strategy is tailor-made to optimize both financially while limiting risk .

Excellent Wealth Advisory group who go the full mile+ to care for their accounts!

My wife and I have been working with Tim Smith and Continuum for approximately 20 years. We have been extremely pleased with the service and guidance that we have received from everyone at Continuum. Tim and staff are excellent at structuring portfolios to your short-term and long-term needs based on individual preferences, risk thresholds, and suggestions on their part. Above all, we have found Tim and the entire staff to exhibit the highest levels of honesty and integrity, which is of the utmost importance to us. We would highly recommend Tim Smith and Continuum, as financial advisors.

I began working with Tim Smith about 8 years ago never having met him prior our first meeting. I was met with a warm welcome, financial acceptance and professional courtesy I had never experienced. Our professional relationship progressed easily and I am very pleased with how my assets are managed, how routine business matters are handled and how one on one meetings are the norm. Continuum is a remarkable firm.

I've worked with Tim and company for years and I'm delighted with how my portfolio has grown. Tim and his colleagues are friendly, respectful and easy to work with.

As I retired about 18 months ago my wife and I turned to Continuum to help manage our retirement income and savings based on recommendations from a friend. They have been a fantastic resource and provide timely guidance, support and service and easy access to funds. The whole staff is welcoming and professional and cater to individual needs while always keeping an eye on growing and protecting assets. It is a relief to not worry about our finances because we know they are in good hands with Tim and the rest of the team.

We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

I have some competing goals. One goal is to use my resources to secure my future (i.e., make money). This goal competes with my unwillingness to learn the vagaries of the stock market and other investment opportunities. Happily, I have worked with Tim Smith and Continuum since their beginning days and through them I have managed to achieve both goals. I highly recommend them.

Twenty-four years ago, we joined Continuum Wealth Advisors, expecting they would organize and update our portfolio as needed in the changing world of finances. We continue to be very pleased with the service and advice we received over the years. Thank you to all the members of Continuum Wealth who have simplified our lives. The Fitzgeralds

I have had many financial advisors over the years. Tim Smith and his team are the most outstanding in that they listen to what I want, make recommendations when asked for them and are always very responsive to my requests.

David’s expertise and explanation in simple terms has been very helpful for me to understand what is best for my future…thanks Dave!

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