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All reviews are from current clients unless otherwise stated

 
 
 
 
 
 
 
  
 
 
  
Mr. Goodman has guided me through all my questions regarding my investment portfolio.  He is always available to answer my questions through email and in person. He is very knowledgeable and patient to help me understand the financial world.  I cannot think of anyone else that I would go to for financial help!
  
 
 
 
  
 
 
 Andrew Craig 
 
2023-03-01
 
 
 
  
 
 
  
I am very pleased with the years of service I have received with Lifetime Wealth Strategies. It is refreshing to work with a financial advisor who is truly interested in their client’s needs, circumstances and preferences. Adam took the time to get a feeling for where I was at and what I wanted to achieve for my future. His depth of knowledge, lateral thinking and common sense approach is very abundant. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
  
 
 
 
  
 
 
 K J 
 
2023-01-15
 
 
 
  
 
 
  
Since we started working with Adam and his staff, this past year, they have been very friendly and helpful during our meetings and very responsive to our inquiries.  All of our questions and concerns have been taken seriously and dealt with promptly. We are very comfortable knowing Adam is guiding us toward our financial goals.
  
 
 
 
  
 
 
 David Cutler 
 
2023-01-13
 
 
 
  
 
 
  
I have been working with Adam Lifetime Wealth Strategies  for several years after attending one of his financial investment seminars. It was during his seminar that I learned about financial products that could be helpful with my retirement, which my previous financial adviser never provided. Adam is always available by phone and text to answer any questions you may have. I like that he thinks outside the box on investments and that he always keeps you informed.
I like that Adam provides many free financial investment seminars throughout the valley area. They are helpful when you have limited experience or knowledge of investments. I have recommended him to all my friends, and that he is available to anyone for a free consultation.
  
 
 
 
  
 
 
 Karen A. Sabol 
 
2023-01-09
 
 
 
  
 
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 4 reviews 
 
  
 
 

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