5 Stars
✅ Wealthtender Certified Advisor Review™
February 2, 2023
Chris is an amazing partner to have when it comes to figuring out how to take charge of your finances. My husband and I so appreciate his ability to help us clarify our financial goals and most importantly in a way that feels attainable. We look forward to working with him for many more years.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Diana A
5 Stars
✅ Wealthtender Certified Advisor Review™
January 31, 2023
My wife and I have both been working with Chris Dime for several years now, he’s great at framing complex financial situations in simple terms and has helped us to understand and manage our finances.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Patrick Clark
5 Stars
✅ Wealthtender Certified Advisor Review™
October 17, 2022
Chris has been our financial advisor for several years now. He has given great advice and given us piece of mind about our retirement. Beyond being a trusted advisor, Chris has taken the time to get to know us and cares about making sure that our family is well taken care of.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Mark Mydland
5 Stars
✅ Wealthtender Certified Advisor Review™
October 15, 2022
Chris Dime is kind, responsive and manages our family’s financial needs with excellence.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Briana Magginetti
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2022
Chris has been my financial advisor for several years now and is completely indispensable. He’s helped me shore up my finances and given me peace of mind that I can comfortably retire some day. Chris is a subject matter expert who can discuss complex items related to investing and make them easily digestible for his customers. I don’t trust anyone else with my financial planning.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Sean Lynott
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