Testimonials

VOICES OF CLIENTS

Clients Reflect on Their Experience

Beth G.

“Heath provides me with Financial Security which frees me up to worry about other things.“

This statement is a testimonial by a client as of 11/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Bill F.

“Heath brings a presence and sense of well being to our relationship in the way he manages our wealth.  I actually look less at how the portfolios is going as we have complete confidence in his ability to manage.“

This statement is a testimonial by a client as of 12/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

John S.

“I have confidence working with Heath as he takes that concern off of my plate“

This statement is a testimonial by a client as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Lynn M.

“It couldn't have been easier to move my business to 3C Financial and I'm SO glad I did it!“

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Alex K.

“I first met Heath nearly 20 years ago and was at a place where I just needed advice.  I had heard horror stories of people being misled by Financial Advisors.  However, after beginning to work together I trusted Heath and felt a personal connection with him.  He is very accessible, and I really sensed that he understood our needs.  Through his advice and guidance, I have come to understand that there are a lot of complicated layers to the process.  From how the investments are being made, triggers, safeguards, target setting etc., and he always discusses those with us which brings a real sense of comfort.  He has really thought these things through and makes sure that we have a target.  The other thing that is unique is the way he truly listens to my needs and shares his network with us in other areas that are helpful.  He has steered us through the process of creating a Trust and having all our affairs in order.  His unique awareness of our situation and his ability to care for and have a true desire to help us, along with his ability to maintain a good relationship with us has been the icing on the cake.  My trust in him is evidenced by the multiple years we have worked together and the financial standing we now enjoy.  We have been growing in all the right ways, in fact, I now have a Trust Fund and a great Accountant due to my relationship with Heath and 3C Financial.  I would tell anyone considering working with 3C that his accessibility is on a different level.  When I call, he knows who I am and what my situation is.  With Heath, you get so much more than a Financial Advisor, but a friend full of life lessons, advice, and a knowledge of how to handle different situations through his worldview and experience with clients over the years.“

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

Sheri W.

“I originally met Heath 15 years ago, through my local bank, and immediately felt comfortable with him, sensing right away his honesty and perception of relationship building.  I knew I needed Financial Planning and Investment advice and had neither the time nor inclination to do it myself; frankly, it bored me.  I had money and needed someone I could trust. Everyone else I met had no relationship building skills whatsoever. They were just a product of the institution they were working at.  Heath and I have been working together ever since, with me following him to different institutions; I trust him implicitly with my money. Not once has there been a problem, frustration, or challenge in our relationship.  Through my time partnering with Heath and 3C Financial, I have learned how well one can plan retirement and I so appreciate it when he runs different models for us.  This, along with not having to do it myself, is exactly what I needed.  Heath delivers on time and with different scenarios. He will always make time for a short chat or lengthy discussion on my portfolio.  I tend to read people well and appreciate the honesty and openness not only in what is spoken, but his nonverbal cues and ability to bring things together.  I can tell he isn’t making things up or feeding me a line.  It's so wonderful to work with an Advisor that is human and shares stories of his life and family with me.  I am so happy with how my portfolio has performed through the years. When I speak to people about 3C Financial, I tell them that you will always know where you stand, what you need to achieve and what retirement will look like; don’t be foolish, call Heath.“

This statement is a testimonial by a client as of 4/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing their testimonial.

OUR PROCESS

Bridging Gaps, Creating
Solutions, Earning Trust

Explore how 3C Financial aims to leverage its financial expertise to bridge gaps and provide distinct solutions for your financial success.