We have been working with Chris Wilbratte at Echelon Financial for nearly ten years now and couldn't be happier. Chris has become like family. He is professional, understanding, knowledgeable, and very relatable. He always makes time to meet with us to walk through our finances and investments and offer advice. Chris takes the time to explain everything and constantly helps us make the right decisions to secure our financial future. He has helped us develop our financial plan tailored to our financial goals and retirement objectives. He also holds our Wills and understands our wishes for our son should something happen to us, and that is a huge piece of mind to know that Chris will make sure that he is taken care of.
There are no hidden commission fees; he is honest, transparent, and has his client's best interests in mind.
We also use Echelon Financial Tax and CPA services for our personal and business taxes, and Kyle, the CPA, is incredible and knowledgeable about tax laws.
I am so happy we have Chris and his fantastic team for our financial and accounting needs, and I have recommended his services to friends and family. Give them a call today!
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.