April 28, 2021


“Like many doctors, I didn’t think I needed anyone’s advice about financial planning, writing our wills or buying insurance. However, the state of our affairs in 2000 said otherwise. Our relationship with Wise Riddell has solidified our portfolio, streamlined our insurance needs and established a sensible estate plan. Their advice has not only earned us money but saved us money. Our portfolio is not one of their largest, I’m sure, but they give us the impression that we are just as important to them as their wealthiest clients. We have recommended Wise Riddell to friends and family and we will continue to do so in the future. I will be 70 in November and I have been retired now for five years.”