C

Working with Wendy Skemer at Benetrends was wonder...

Working with Wendy Skemer at Benetrends was wonderful. She took the time to explain the Rainmaker Program to us and no question went unanswered. My husband and I are new to small business ownership and Wendy was so patient in explaining the entire process from start to finish, plus strategies for long-term planning even after we execute plans for retirement. We had already spoken with two other firms about their Rollover for Business Startups program but always came back to Wendy and what Benetrends had to offer to us as clients. We feel that Wendy went over and above for us. It was a hands-down decision to go with Wendy! I can't recommend her and her team enough. Thank you!

Comments:

No comments