Rebuilding Your Present to Accommodate Your Future
hear from others
I have been immensly impressed with Ronnie's knowledge, professionalism, and intensity as a Fiduciary! His light-hearted and humorous nature certainly add to the whole experience! The fact that I have my investments, as well my father's accounts, with True North Advisors illustrates the trust I have with Ronnie and his team. I am "truly" elated with the team and sleep well at night knowing they are in my corner!
We have been loyal clients of Ronnie’s for nearly 20 years. When we first met Ronnie, we were setting our financial foundation with two small kids and little savings. Since then, our family has grown and Ronnie has created a family and a thriving business of his own. Over the years, we are continually impressed with his passion and commitment as he confidently prepared us for the different phases of our life. He has successfully guided us through life’s financial journey including college savings planning and other significant life transitions as we now move closer to retirement.
We appreciate his calm, engaging, funny, down to earth, honest, and professional manner. We have complete trust in his knowledge and abilities and are grateful he was referred to us.
We feel lucky to have maintained a long-term relationship with him and have referred many of our family members and friends to him as well. We know they are in excellent and expert financial hands.
Jayson and Laurie G.
"Look no further. True North Advisors exceeds the standards in excellence in all levels of service you can expect for your financial needs. With our past advisor of over 15 years, we knew it was time to find someone else as we learned we were missing the relationship needed to understand and listen to our needs moving forward toward retirement.
The ability to connect to both me and my husband was easy and that is not often easy in such an important role as financial advisor. Ronnie meets you at your level and gives you confidence in your decisions through time and education that was a breath of fresh air. Between the market and the world economy, Ronnie creates the calm we both need. Ronnie is honest, sincere, trustworthy and has strong family values and we now have an advisor we are grateful for and fortunate to call a friend too.
We feel so confident about our relationship with Ronnie and working in so many supportive and invaluable facets with Darcy, we were excited to connect this important team with our young adult children as they can now have a strong confident foundation for their investing needs. Look no further, you are at the right place. "
April & Paul B.
"When my wife and I started our search for a Financial Advisor, I worked as an automotive engineer for over 30 years. Given my day-to-day situation, there were many factors at play as to whether I wanted to keep working and we knew a better financial picture would help with the decision. Retirement would only be an option if our financial future was secure. We were interested to know what our income would be both short and long term if I retired and my wife kept working a few more years. The bottom line was - could we afford for myself to retire and if so, what would our projected income be through the years?
As we searched for a Financial Advisor, Ronnie Thompson stood-out due to his passion, expertise, and experience with automotive retirees. His honesty and genuine interest in our well being was clear from the start. After a couple of meetings, we felt very confident that our best interests would be held first and our money would be in good hands. We needed someone we could trust like family, someone completely transparent. and someone with the financial expertise to navigate the markets. We were shown precisely how our funds would be invested, the anticipated return, and given a detailed plan with projected income through the years. This was precisely the information we were looking for.
After decades of self managing our investments, it became a tremendous relief to have a financial expert in our corner going forward. We feel very confident this strategy will ultimately provide the best results and also provide the financial stability we were striving for. Once we began the process, the set-up went very smoothly with the help of Ronnie’s support team. We’re very pleased with our decision to join True North Advisors."
Michael & Jodi S.
"An unexpected death, anxiety, a funeral to execute with my family, and my financial health to tackle alone. Since my spouse took care ofthe bills, taxes and the retirement accounts, I was thankful that we had a binder and an "ICE" (In Case of Emergency) list of who to call if one (or both) of us were to pass. As much as this list helped with personal and our work contacts, life insurance and account numbers, it did not clearly identify where to engage the bank accounts, investments, CD's and retirement benefits. My sister recommended True North Advisors and Ronnie Thompson.
With some reluctance, I called and made my first appointment with Mr. Thompson. I brought the binder of documents that my husband had kept of statements, bank records, 401K, IRA and tax information. In my state of mind, I was hoping my sister's recommendation would be my life raft as I was drowning in a sea of grief.
When I entered the True North office, I was greeted, walked into the conference room and was offered a refreshment. The meeting started on time with introductions. Ronnie met with me and another experienced advisor of the firm, Steve. The first meeting was emotional for me, but Ronnie and Steve took the time to explain to me what they do and how they may be able to help. The binder opened, papers were sorted and discussed. With my permission, they were copied for electronic files. I was immediately impressed with Ronnie and Steve as pure professionals, genuinely interested in helping me organize these accounts to yield the highest value for my future. As expected, I was needed to help verify information to banks, etc. Ronnie has and continues to construct my future just as my husband and I were planning for retirement. He offered options on a plan, educated me on the definition of each plan and benefits. He explained how True North is paid, and how much he loves his job. If you have ever heard to trust your gut, I can honestly say I felt I could trust Ronnie, Steve and all the staff of True North Advisors. They truly want you to succeed. They know their business, including the most updated rates and trends in the financial game. They care about me, my future and their community. With or without a binder of statements, a call to True North is an excellent option or financial peace of mind. Thank you, True North!
"In 2017, my wife and I were looking for an honest and hard working financial advisor that we could trust to manage our investments. We met Ronnie Thompson and felt an instant bonding. His knowledge of the markets and his expertise in personalizing our investment plans to our financial requirements was spot on. Since 2017, we have recommended Ronnie to our friends and family. They have experienced the same trust in him and his expertise with their personalized investment strategies."
Jim & Pattie H.
These testimonials reflect the individual’s real-life experience(s) and the individuals providing the testimonials do not receive compensation. Consequently, testimonials and reviews are individual results which may vary and are not indicative of or are necessarily illustrative of all individual experiences. We believe the testimonials and reviews expressed are the unbiased and honest thoughts, opinions, findings, and experiences of the specific individuals. CoreCap does not share in the opinions, views, or commentary of any testimonial on this site, and are strictly the views and opinions of the reviewer.
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