“I have had the pleasure and the honor of being a client of Abaris Financial Group for over 20 years and never once have I felt as just “another client”. Rather, I have felt that my future, not just financial, but my personal direction was of utmost importance to them.
Abaris Financial Group doesn’t just manage my money, they have guided my path to imagining my dreams and moving them into action with clarity, confidence and an incredible feeling of freedom. It is this confidence that has enabled me to spend summers in other parts of the country, buy land in Montana, travel to Europe and Asia or further commit to volunteer work.
I particularly want express my gratitude for Abbey Henderson, President, Founder and Coach of Abaris Financial Group. She is an extraordinary woman who is highly intelligent, truly professional, insightful, kind and most of all seeking the best in her clients.
Throughout my tenure with the Abaris Financial Group I have always had complete peace of mind that my finances were in the best of hands. What more could you ever ask for!”
Wayne and Kathy H.
“We have been clients of Abaris Financial Group since 2003, and in our almost twenty-year relationship have remained impressed by both the attention to detail in our financial management and the personal care we have received. As new customers many years ago our then financial situation was carefully examined, assessed, and overall recommendations explained and a plan put forth. In our annual face to face meetings, our financial plan changed as our needs, age and concerns changed. We were welcome to call or email at anytime with questions about money management decisions we were making and always received a prompt, clear understanding of our choices and how best to proceed. Complicated financial jargon was always translated into understandable language for us. We also often received clear, regular explanations of impactful world financial situations with invitations to call with any questions we might have.
A variety of client activities including wine tastings, and receptions based on client interests helped us know the management team better and fostered a sense of caring and community involvement. The level of patience and care we have received as clients allowed us to build a trust with Abaris that we find comforting. In a rapidly changing world, the steady guidance of the competent, caring Abaris team has helped us feel safe about our financial situation and we are immeasurably grateful for this peace of mind.”
“Highly recommend Abaris Financial. The staff is efficient, wonderful to deal with and most importantly extremely competent in the world of financial planning. We are living a life we hardly thought possible. Couldn’t have done it without them!”
“When I started searching for a financial advisor, my #1 requirement was trust. Having just completed my first full year with Abaris managing our portfolio, I’ve not only found the trust I needed, but I’ve found a good friend. My advisor is always checking on me. Always there to talk me off the ledge on bad days and remind me of the long term goals, on the good days. Abaris has taken my tolerance for risk and weighed that into our choices, but they’ve also pushed me outside of my comfort zone to make the smart choices, rather than the comfortable ones. If you are looking for an interactive yet simplified approach to managing your money, I recommend you take a look at Abaris.”
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use.