Client Testimonials
"Many words come to mind when I think of putting my money, my future, my family's future, and all of our financial future ability with someone, some group. Some of those words would be... Blessed, trusted, humble, truth, clear, godly, selfless, thorough, thoughtful, core-centric, passionate, professional, smaller feel, mighty presence, genuine, partner, family-like."
Josh M.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Working with Scott and the John Graham team has been fantastic. We have been working with them for over 5 years and they are always helpful, and go the extra mile in making us feel comfortable with our investment strategy."
Kevin F.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Mr. Benes was extremely helpful and quite knowledgeable regarding our financial situation and needs. We are extremely happy and intend to keep our financial portfolio with Eric and John Graham. Thank you so much."
Debra Y.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I would highly recommend Nik Adams and John Graham & Associates! Nik has provided my husband and I advice and reassurance through the pandemic and the market ups and downs. I know Nik to be honest and trustworthy. Both Nik and John Graham have our best interests at heart. Thank you for helping us save for retirement!"
Amy B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"My time working with John Graham & Associates has been nothing but the best! They bring incredible insight and support through every step of the process. The newfound confidence in my financial future can be directly attributed to their work. It brings great calmness working with advisors that are willing to lend a ear and answer any question I have."
Nicholas W.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I trust John Graham and Associates with our company's IRA administration implicitly. Mike Graham and Nik Adams anticipate our every need and deliver outstanding service. They handle my personal accounts, too. They deliver outstanding results with friendly, professional financial planning."
Dave L.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Nik has offered a tremendous amount of help and knowledge when dealing with money matters. He stays up on all the trends going on in the money market! He is very personable, enthusiastic, and a very caring person!"
Richard K.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Our company ventured into the 401K offering world about 10 years ago with the guidance of Nathan White and Midwestern Securities. We can't say enough about the impact of having a local presence and the personal nature by which Nathan and his team handle our account. This group is responsive, patient, knowledgeable and empathetic to employees that know very little about investing and to business owners that really needed their hands held."
David H.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I remember meeting Nathan over 20 years ago setting up my 403(b) with work, college funds for our 2 kids, and becoming financial advisor to my husband and me. Throughout the next 20 years, Nathan has continued to help guide our family in many different avenues. He now works with both of our children and their spouses, and both of our parents. I appreciate and value his knowledge, guidance and efforts as we continue working together moving forward and into our next chapter of life."
Beth A.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have worked with Mike Graham for 20+ years. I completely trust him with my investments. He has done very well for me over the years. He is very personable and friendly and takes a personal interest in me. He is always available for any questions. I have learned over the years the earlier you start investing, the better. I would highly recommend him!"
Janet B.
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
Important Additional Testimonial Information
- These testimonials may not be representative of the experience of other customers.
- These testimonials are no guarantee of future performance or success.
- No compensation has been paid for the testimonials that appear here.