Trusted Financial Advisors

As Certified Financial Planners (CFP)®, we serve clients whose investment and retirement accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.

As Certified Financial Planners (CFP)®, we serve clients whose investment and retirement accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.

37 Reviews

Client Reviews

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    helpful and timely in giving advice. good follow-up and personal attention.

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    Trusted Financial Advisors and we have been together for about fourteen years. During that time they have proven themselves dependable, trustworthy, knowledgeable and available to us whenever we have questions about our accounts. They were recommended to us by an ex-colleague, and we do not hesitate to recommend them in turn.

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    Trusted Financial Advisors, with Gary Miller at the helm, have been our financial advisors for quite a few years. During that time they have proven themselves knowledgeable, dependable and trustworthy.  They maintain regular contact with their clients and are available to us whenever we have questions about our accounts.  They came highly recommended by a financially savvy ex-colleague, and we would not hesitate to recommend them in turn.

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    We have been with Gary for many years and appreciate his professionalism and eagerness to help his clients. Whenever we have any questions we can count on him for a speedy response. More than anything else, we don't need to worry about our investments. Great job and "thank you." The word "trusted" is very appropriate here.

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    Love working with Gary. It feels amazing to have someone so educated and cares so much about my financial future. I trust and highly recommend Gary and his team as your financial advisor.

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    I have been with Trusted Financial for a very long time. They always deliver prompt, efficient, and curteous service. I highly recommend them.

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    We always appreciate the responsiveness and trust we have with the Trusted Financial Advisors team. we sleep well with our investment decision Gaye & Kent Wellbrock

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    I have been with Gary Miller for more than 18 yrs. and I can highly recommend him . He is 'hands on' and listens to your needs and concerns. He is there to help!

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    We've been with Gary for 9 years now and we couldn't be happier. The ROI has been great for the low risk of our portfolio. We don't worry because we trust Gary's investment choices.

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    Gary has managed a major portion of my retirement funds for over 15 years. "Trusted Financial" is aptly named - you can trust Gary and his staff. He manages conservatively, honestly, and with the customer's interest as top priority.

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