Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have worked with financial advisors with my commercial bank in the past to help me with investments, but my experience with Adam has been entirely different and exceptional.
First, he has got to know me as an individual so that he knows my interests and goals and can personalize a financial plan that we are able to adjust and accommodate for changes that life throws at me.
Second, it is more than just my investments. When designing my financial plan, he also has helped me choose appropriate insurances to protect me and also has encouraged me to have estate planning such as will and power of attorneys in place. He also has helped me plan my savings to be there for an emergency or adventure.
We enthusiastically recommend the services of McInroy & Associates. Cindy and Adam have been a joy to work with over the years to help us make wise financial decisions. We especially appreciate their customized approach, attention to detail and timely follow-up.
I have been with Adam McInroy, IG Wealth Management, for approximately two years, after many years with another financial group. The change to Adam has been nothing but positive. Adam has sound advice and answers most questions and concerns before they are asked. His approach to my investments fit my lifestyle. Adam is a great choice if looking for a financial advisor.
We want to thank you, Adam, and your team for the outstanding job you have done over the years to get us to the point we are today. Yes we were committed to save (I do have some Scottish heritage) and make some smart decisions, but without the guidance we have received over the years (I believe I was 23 when I started with IG) we wouldn't be in the position we are today.
We have full trust in your team's direction and have encouraged our kids to follow the plan as well.
We met Adam 4 years ago. We had lost all our retirement income on a bad business venture. Adam helped us create a new plan and has worked with us every step of the way to keep us on track. He is compassionate, professional, experienced and addresses our concerns and fears. He is not pushy and always takes the time to answer any questions. Adam is always willing to work out different case scenarios so we can make informed decisions about our financial future.
I told Adam at the beginning my biggest fear was retiring and only being able to afford to sit in front of a TV. Even during the pandemic when we lost jobs and everything went up in price Adam has worked with us to get back on track to a healthy, happy retirement possibly even a few years sooner. I would recommend Adam to anyone who is seeking a bright financial future.