What our wonderful clients are saying…
“I have been working with AIO financial since 1998 and couldn’t be more comfortable. I feel secure with my future planning which has been personalized over the years. As life events happen, AIO has been with me the whole way. I feel supported and heard, in more than one situation, AIO has anticipated my concern and contacted me. And they know financial planning. I have recommended AIO to several friends over the years, no one has been disappointed. AIO is the best of small business; smart, sensitive, kind and stays current. I highly recommend.”
“I am a single professional woman who has worked with AIO Financial since 2005. While they have guided me throughout, I have always felt ultimately in charge of my finances. In those seven years, I have purchased and paid off my home, built a solid retirement account, and taken the dream vacation of my life. I am extraordinarily satisfied with their service.”
I really appreciated the one fee structure. I noticed that I had already given up more than I should have in transaction fees to my former “portfolio” keepers.
It was a tremendous relief to have my investments reviewed by AIO and to see all of my assets listed in one place. From there we went on to create a portfolio appropriate to my age and needs. I was equally relieved to see that my money was being handled in a responsible and trustworthy manner.
My advisers at AIO Financial listen. They try to serve me and guide me as I and the market change. We have a relationship that I treasure.”
“I have been a client of AIO Financial since 2002 and to say I am a satisfied customer would be an understatement. Bill & Sylvia have not only taught me what it takes to move toward financial security, they have given me peace of mind around money. I would highly recommend AIO Financial.”
When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary financial planner working just for you.
Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances.
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AIO Financial, 520-325-0769