I am completely happy will all of IPC’s Services. I handed the major portion of my money to them after my husband passed away and have not looked back since. Even the current see-saw of financials has been expertly handled. My portfolio went down a bit -- but nothing compared to the market in general.
They made an appointment to see me immediately when I got nervous and had already made changes to ensure that my plan was followed. I never feel as though something could have been missed. I was really impressed by the list experts available for clients as they age.
They anticipate and plan very carefully. They truly help with a "life plan"!
Honest, forthright , hardworking and above all a team player. Wayne is genuinely caring, smart, intuitive, and focused on our objectives at all times. He also plans and prepares well in both good times and bad, and is steadfast yet adaptable, to market and personal conditions. His commitment never wavers and he continues to grow his team of knowledgeable, astute, and caring professionals. He has, and will continue to handle our affairs moving forward.
We are extremely happy to have entrusted Wayne to help us reach our goals.
We love Leigh Ann! Very thorough and she explains things in simple enough terms. She is very knowledgeable, approachable, patient, personable and trustworthy.
We felt safe leaving our money with her.
I feel everyone is really helpful and never too busy to take your call. They do their best to make things clear. They make you feel very important.
Knowledgeable team that is very easy to talk to. Questions and concerns are well answered.
Our experience with the Baxter group has been literally “life changing”! Their holistic approach to wealth management and life planning has allowed us to take huge steps towards our retirement planning, as well as, addressing our needs to get us to retirement.
It is obvious to us that everyone that we deal with is working for us! From Leigh Ann, Wayne, to Rebecca, Lee and Amanda, and Richard Allatt, they have been exceptional in their service and personal touch approach. In the short 1 ½ years we have been their clients, our lives and plans now have direction and a long term goal.
Thank You!
Thank you so much for all the time spent explaining so much of my information.
I must say that I now feel reassured and relieved that I have switched to the Baxter Team. I should have done it before.
Thanks again.
Through much hard work, Wayne got us to see the value of having clear financial planning goals and tried and true strategies to get there. Wayne's passion for what he does and commitment to teaching us how to reach our goals has been incredibly valuable to us and we are forever grateful!
Thank you Wayne!
