What current clients have to say...
"Dan Girard is the type of Investment Advisor that every business person needs to have on their side. He has an acute sense of how the 'business' world works for the small entrepreneur. After being disappointed several times by various other planners, I am confident in recommending Dan wholeheartedly to anyone interested in long-term wealth management."
— Wanda A. Leis, former President, Rowann Logistics
"We were impressed with the comprehensive and balanced nature of the investment portfolio ideas that were presented and how our needs and desires were evaluated and implemented into our investment program."
— Stephen James, Partner, KPMG (retired) & Carole James, Teacher
"After interviewing numerous Investment Advisors, it was soon apparent Dan Girard was the right person for our family's wealth management needs. In short, he knows his business and has developed a true passion for his trade. There is no better choice for an Investment Advisor."
— Bill Zinger, CEO, Blendtek Fine Ingredients Inc.