Testimonials

I met Ron over 20 years ago through church. We became friends and enjoyed golfing together. At that time, my wife handled our finances and was brilliant at doing detailed research and gathering information but when it came time to make decisions, she felt overwhelmed by the possibilities. We trusted Ron and went to him for advice. He helped us invest our money wisely. At one point my wife was very stressed about our mortgage and owing money so Ron helped us navigate paying off our mortgage which allowed us more freedom and peace of mind. He has helped us make other difficult financial decisions through the years and offered sound advice when I made the decision to retire. I appreciate both his friendship and his financial advice. We can rest easy knowing that he is always looking out for our best interests.

My husband used to describe Ron Paull as “the friend he could call on no matter what.” In 2020, after my husband died suddenly, Ron Paull became the friend I needed to call on. Sensitive to my grief, Ron quickly and kindly compiled what I needed to transfer my husband’s existing investments into my name. Over the next four years, Ron has given me wise and profitable counsel about many things: my own investments, retirement, pension, taxes, the sale of my larger house to build a smaller one, securing a fabulous life insurance policy when my term policy expired, and investing assets inherited from my parents. Ron’s even advised me about smaller things like leasing a vehicle and purchasing hearing aids. Like many people, I recognize the need to invest, but I have no idea where to invest or how to start. Ron understands these things. He watches the trends and markets for me. Instead, I watch my monthly investment returns. Because of Ron, I like what I see.