Client Stories

 

Eby Financial Group works with clients who have broad financial opportunities and concerns and provides a wide array of financial advice and solutions which include investments and insurance. The following are experiences that our clients have had while working with us.

"We have worked with Duane for 10 years and have also referred several members of our family to him. He is competent, knowledgeable and we know we can trust him. Duane prepared an excellent financial plan for us and we have been experiencing a reasonable rate of return. Duane has also provided us with a level of comfort because we have a plan in place to protect our family and our lifestyle. We are very satisfied with his work."

Senior Corporate Executive - Retired

“Duane understands us. He knows where we are coming from and attends to our needs first. We are pleased with the way he looks at our overall plan and portfolio and assesses whether changes need to be made. What really stands out about him is that he never panics. His calmness is very reassuring.”

Executive - Retired

“What I most appreciate about Duane is that I don't have to watch my investments. He looks after them and keeps me informed with regular reviews. Duane has helped us talk together, as a family, to develop a plan to move our business to the next generation. He is always on top of telling us about solutions that we might need and he has helped put our total financial picture into perspective.”

Multigenerational Family Corporation     

“It has been 11 years since we began working with Duane and he has always provided good, personal service. He is accessible, honest and makes good recommendations, which he reviews with us on an ongoing basis. His advice has been most valuable to us and we appreciate that he helps us to see the big picture.”

Business Owner   

“Duane treats our money as if it is his own. He does not make any major decisions without consulting us and he is always mindful of the level of risk we are willing to take. He is responsible and honest and we are very comfortable with the entire Eby Financial team.”

Medical Professional

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