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"I am working with
Tom Newell regarding my personal & business financial
management needs. He has been delightful to work with.
You know right away that you can trust him with your personal
financial data & that his recommendations are sound &
well founded. He is reliable, trustworthy, & very
quick to respond to my needs & questions."
Marcia Barker
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Working with Tom
on my personal financial investments has been easy and enjoyable.
He looked at my statements from my previous investment service
and saw I was losing money, and showed me a much better plan
for my investments and retirement portfolio. He handled all
the necessary paperwork to rollover to the new plan, which
will grow my investments. All I had to do was sign. He also
is very honest and straight-forward in his business. This
was shown to me when he asked me to bring my current life
insurance statements so that he could save me money. When
he looked them over, he saw that I already had a great life
insurance plan and recommended that I keep it. He did not
try to sell me something, he was looking for the best for
me. Thanks Tom.
Wayne Pulkinwww.pulkin.com/
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"Working with Tom
Newell has been a uniquely pleasant experience. It was
clear from the outset that Tom was genuinely concerned for
our long-term financial success. From a short-term prospective,
Tom is also very adept at providing a dose of realism in a
calming manner. His skill in this area allowed us to
make the necessary decisions without the confusing cloud of
emotions associated with financial matters. With confidence,
I strongly recommend Tom Newell for professional financial
advisory services."
Thanks Tom!
Darrell D. Bauerwww.MrHandymanAtlanta.com
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"Tom cuts
through the clutter and mystique about financial planning
and gets down to what you need to know. He spends a lot of
time educating you, but works at whatever level you want him
to. This means you don't have to understand ALL
the intricacies of personal financial management, insurance,
retirement planning and everything else most of us busy people
don't have time to learn. I trust him and I trust his judgment--he
knows his stuff."
--Tim Smith, senior consultant,
Y2 Marketing
www.y2marketing.com/
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Tom Newell is a man
of vision, insight, and creation. His remarkable ability to
guide others into creating effortless, abundant lives by applying
life based principles is truly nothing short of incredible.
--Dr. Jill Kahn, D.C.
www.DrJillKahn.com
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