Intelligence Driven Advisers in Murrieta

Review №1

2024-02-14 02:55:11

I recently had the privilege of working with Rob Paterson at IDA as my financial advisor, and I cannot express enough how satisfied I am with the level of service and expertise provided.From the initial consultation to the ongoing support, IDA and Rob Paterson demonstrated a deep understanding of investment strategies, and personalized financial planning. What sets them apart is their ability to tailor advice to individual needs and goals, creating a financial plan that aligns perfectly with my goals.Moreover, Rob and IDA consistently demonstrated a strong ethical foundation, prioritizing my financial well-being above all else. They provided transparent and honest advice, steering away from one-size-fits-all solutions and instead offering tailored recommendations that reflect a deep understanding of my unique circumstances.In terms of communication, Rob Paterson was always accessible and responsive. Whether through scheduled meetings, emails, or phone calls, he maintained clear lines of communication, making sure I felt supported and understood. The proactive nature of his communication reflects his dedication to customer service and responding in kind.

Review №2

2023-04-04 16:36:20

Rick and his team are incredible bringing a wealth of financial knowledge and experience to their clients. If you want peace of mind and to enjoy life without the daily worries of constantly managing your finances/portfolio I highly recommend Rick and the IDA Team.

Review №3

2023-04-13 22:58:05

ALWAYS FEEL LOTS OF ENERGY AND POSITIVITYnever a chore to visit Shanda or Rick