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When It Comes to Financial Planners, Can You put YOUR NAME behind one?

By
Mortgage and Lending with Cherry Creek Mortgage Illinois Residential Mortgage License LMB #0005759 Cherry Creek Mortgage NMLS #: 3001 NMLS ID# 158606

It's so hard to put your name behind anything it seems.  I am a snob about putting my name on anything because I expect the best of the best when it comes to things attached and associated to my name.  Given that, I want to share with you a local treasure....

OnPath Financial based out of Saint Charles.....

On Path is More than Just a Good Looking Team

  I can find a great professional every now and then, but to find a great team of professionals....it's rare. 

Great hearts with these guys who seem to get the big picture.  The big picture is that your money and your future is not transactional...it's relational.  Whenever I can find anyone in medical or financial services who are experts and get that relationships are to be relational and not transactional...I'll put my name to them.

I've referred my own family to these guys and God knows that I don't want my family to not get screwed...further, I want them to have the best service possible.

Dan Tresemer and Kyle Witt have seemed to have built a great team of folks who understand that for someone like you and I to plan to live, retire and leave a legacy, they have to not only know what they're doing, but they have to be invested in the best interests of their clients.  They have my confidence and my support.   It's no wonder that they win the best of the best award year in and year out. 

Call Dan or Kyle at 630-584-8100.  Feel free to mention my name!

 

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Comments(5)

Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

What a great endorsement...I agree with you on the snob part, not that YOU are one silly, but I hold myself and others to a very high standard (just ask my hubby) LOL

Apr 26, 2012 11:38 PM
John McCormack, CRS
Albuquerque Homes Realty - Albuquerque, NM
Honesty, Integrity, Results, Experienced. HIRE Me!

A huge endorsement one I know they will appreciate.  It's always good to have people we can refer and know our clients will be in the very best hands!

Apr 27, 2012 12:36 AM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Takes a lot before I put my name behind someone too.

Apr 27, 2012 01:18 AM
Larry Bettag
Cherry Creek Mortgage Illinois Residential Mortgage License LMB #0005759 Cherry Creek Mortgage NMLS #: 3001 - Saint Charles, IL
Vice-President of National Production

Kristin...I am a snob.  Aren't we all about something.  Thanks!

John....I think so, but mostly...just important to have awesome professionals who I can put my name behind.

Tammy....indeed it does!

Apr 27, 2012 04:14 AM
Beth and Richard Witt
New York, NY
The best Retired Brokers !!!!

Larry... I like your style and more than that I feel your sincerity. I'm sure they earned your endorsement!

Apr 27, 2012 04:50 AM