What Our Clients Are Saying
5/11/2023
Knowledgeable and trustworthy. Love working with Kelly. She’s patient, knowledgeable and I simply trust her.
John C.
Client of Kelly Gallimore
Georgia
5/25/2023
His advise is comprehensive, he comes prepared for discussions, adaptable to changing topics/situations.
Mary G.
Client of Justin Eccleston
Florida & New Jersey
5/25/2023
Justin provides a sense of stability into a sometimes-chaotic market.
John W.
Client of Justin Eccleston
Florida & New Jersey
5/9/2023
My family and many friends have already took my advice and invested with Tait!
Melissa T.
Client of Tait Lane
Washington
5/11/2023
Kelly is more than an advisor - she is a teacher and a friend.
Darlene B.
Client of Kelly Gallimore
Georgia
5/20/2023
Excellent persont to work with!
Cheryl C.
Client of Marcus Anderson
North Carolina
5/25/2023
Justin is extremely knowledgeable, friendly, easy to communicate, listens well.
Jason H.
Client of Justin Eccleston
Florida & New Jersey
5/25/2023
Tait's integrity is impeccable. He is straightforward, honest, and his commitment to being a fiduciary is stellar. He is an excellent listener, compassionate, and has a fabulous sense of humor.
Susun L.
Client of Tait Lane
Washington
5/11/2023
We have complete trust in Kelly, both in her knowledge and also her care for us. She is both professional and personal.
Scott B.
Client of Kelly Gallimore
Georgia
5/11/2023
Tait listens to you. Then, makes financial plans for you based on what he has heard, your financial status, and your projected longevity.
John B.
Client of Tait Lane
Washington
5/25/2023
I have explained to friends and family that Justin takes the time to get to know you and what you hope to accomplish in retirement. He asks questions to understand your risk tolerance.
Mel L.
Client of Justin Eccleston
Florida & New Jersey
5/9/2023
We've already shared with several friends and family members how our initial conversations with Tait have gone, as well as our ongoing support. This has included a general free structure. Tait's availability and accessibility, the results of his reporting to us, and the documentation we received on a semi-annual basis.
Laura P.
Client of Tait Lane
Washington
5/11/2023
Marcus has always listened to any questions or concerns I have voiced. He has taken all the time that I have needed to explain to me the market movement and what is in my best interest to do. I have a trust in Marcus and his abilities that I did not have with my two previous advisors.
Ray G.
Client of Marcus Anderson
North Carolina
5/9/2023
Tait is extremely knowledgeable and experienced in financial markets and strategy. He is patient and thorough in explaining information. He is very personable and is not satisfied until you are comfortable with what is transpiring. Would recommend him to anybody looking to create a financial plan.
Roger M.
Client of Tait Lane
Washington
5/25/2023
Easy to communicate with. He takes as much time as is necessary to share his insights, and he is always available.
Hilary K.
Client of Justin Eccleston
Florida & New Jersey
5/11/2023
Tait does a great job managing my investments and providing retirement income for me. He is easy to work with and I feel honest.
Patricia B.
Client of Tait Lane
Washington
5/11/2023
Tait genuinely cares and it shows. We are living in turbulent times and I appreciate Tait's calming effect when it comes to my finances.
Andrew B.
Client of Tait Lane
Washington
5/11/2023
Kelly is an excellent listener and cares about my family. She couples outstanding customer service with excellent financial planning and advice.
Amber G.
Client of Kelly Gallimore
Georgia
5/9/2023
Tait Lane and the entire team at Merit have been very helpful and are very quick to respond to phone calls and emails. Willing to assist with needs.
Mark T.
Client of Tait Lane
Washington
5/9/2023
I've worked with Tait for a number of years now and after having some bad experiences with prior financial planners/firms, I was reluctant to trust anyone. I was very upfront about this with Tait when we first met. After hour first meeting, I was willing to take the next steps and am very happy I did. Tait's approach, knowledge, personality, honesty and integrity restored my trust. He has helped me recover from losses and put me on a path to being able to retire when the time comes. I have recommended Tait to a number of people; some have become clients.
Margaret O.
Client of Tait Lane
Washington
Client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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