Take It From Them

We can tell you why you should use Dennis Financial, but nothing means more than a referral. See what our clients have to say! 

What Our Clients Have To Say

Dennis Financial has garnered many fans in our clients, both long and short-term. Our top-notch expertise, trustworthiness and family-like atmosphere make us the go-to for comprehensive and unbiased financial advice. But don’t take our word for it – keep reading to see what our clients have to say about us.

All of the following testimonials are from current Dennis Financial clients, and no compensation has been given for their statements.

"I’ve been working with Terry developing a retirement plan that best fits my needs. He provides exceptional personalized service (even coming to see my wife and I out of state.) He’s been instrumental in recommending short, medium and longer-term strategies and products that will deliver a very comfortable income at retirement. Terry understands how to leverage money and knows how to mitigate investment risk. We’ve even taken measures to protect against unexpected healthcare expenses. He’s not just a great advisor, but a good friend as well. I can’t recommend him highly enough."

Ron A.

Cultural & Brand Management

Miller Coors Brewing Company

"I’ve worked with Terry over the last several years or so. Terry has always been straightforward, honest, and thorough. To this point, under his watch, my portfolio has increased in value by more than either of us expected.

I can truly say that Terry is a good guy. He goes above and beyond what’s expected. He’s enjoyable to be around, and a great conversationalist. Since we’ve come to know each other he has become more than just a financial advisor to me. He has become a friend. I could not recommend him more highly."

Charles C.

Software Development Manager

U.S. Government Contractor

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