Hear From Our Clients
At Touchpoint Financial Advisor Group, fostering enduring relationships is at the core of our mission.
We value the opportunity to serve our clients and create bonds that stand the test of time. Here are a few testimonials from those whose trust help to fuel our dedication and drive us to provide the best in financial guidance and support.
“David Erwin has been our financial advisor for more than 20 years. We have been together through good markets and bad! He has explained the always-changing possibilities of how to reach our financial goals with extensive knowledge and patience. He continues to answer all our questions and concerns, which at times, have been many! We are recently retired and very thankful to David for assisting us in reaching this huge milestone in our lives.”
~ Bob and Lori Packert, current clients, 6.16.23
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Dave Erwin has been my financial advisor for many years. I have recommended him to numerous friends and business associates over the years. I have also recommended him to all my children and grandchildren, and all are currently using him to advise them on all their investment portfolios. He is the best.”
~ Noel F. Widdifield, current clients, 7.18.23
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Last year we sought services to advise us on planning for our financial security in retirement. We signed on with David Ervin and Patrick Sheehan, based on a recommendation from friends. Several meetings have served a number of purposes including our retirement expectations and longer term estate planning. Based on their knowledge and professional manner, we feel very comfortable putting our finances in their care.”
~ Lorraine Savinelli, current clients, 7.26.23
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“John was recommended by a friend when we needed help planning our retirement. Our goal was to retire in approximately 8 years but we were completely unsure of how to plan for it. With John’s knowledge, vast amounts of patience and guidance, he dealt with our numerous questions with a sense of calmness and laughter. Because of that our dream became a reality and we were able to happily retire. He and his staff were and still are always available to help with any questions we have, and there were many! They alway put our needs first and we would not hesitate to recommend John to anyone planning a retirement or needing financial advise.”
~ Tom & Joan Higgins, current clients, 5.14.23
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“I have been working with John, Phyllis, and Jen for about 20 years and I’m very happy with the services they provide. John puts all our meetings at ease and explains in detail when I have questions. He makes sure I’m aware of all of my options. I feel very comfortable with John and his team and I’m happy with the results we have seen over the years. I would highly recommend working with John!”
~ Kathy McGee, current clients, 5.27.23
This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
