TruFinancial -

Brooke Weaver

Evan is awesome. He came highly recommended from a family member who had worked with him for years. I’ve been with Evan and TruFinancial for 3 years and won’t be leaving anytime soon. Daniel is another person I’ve worked with here and is also fantastic. They taught me everything I need to know how to be an adult with my money and plan for the future. I highly recommend this company for anyone who wants to invest in themselves and a comfortable future. They provide a personalized and professional experience where their passion is easy to see when it comes to helping people achieve their financial goals.

Anita Walia

Love working with Sean! I feel so much more confident in my finances and understanding my budget. They are perfect for people who may not necessarily have a lot of assests/saving and need help understanding their finances and planning. I have recommended them to many of my friends.

Alicia Percy

As an independent hairstylist my job requires me to wear many hats - including accountant/bookkeeper etc. I’ve tried my best to manage the past few years but separate from my business accounts I had credit card debt, no savings, no budget and nothing even rhyming with retirement. I felt like I was making good money but nothing to show for it. Now after a little less than a year my business and personal finances are very well organized, my debt is dwindling down, I have more than one savings account and I never have to open turbo tax again.

I’m so grateful for Evan & TruFinancial because a giant weight has been taken off my shoulders and I’m able to focus on my clients in the salon. Evan has a great attitude, is very knowledgeable and he’s easy to work with. From just the few changes he made to my banking at our first meeting I already felt like I had a better handle on my money and where it was going. I’m learning a lot, it’s been so easy and the best thing I’ve done for myself and my business.

Brittany Fischer

I am so happy we were referred to Daniel and his team. From the first encounter we were impressed with his organization, integrity and expertise. He is so much more than our financial advisor, he helps guide us through big life decisions both personal and business. Getting us on the same page in terms of finances and life goals makes for smooth conversations in our marriage. It’s also great to have deducted time set aside every 1-2 months to checkin as a family on where we are at and where we are headed. I cannot say enough good things about Daniel as both an advisor and person.

Cj Bautista

Daniel has really proven himself to be knowledgeable, dependable and trustworthy. He also excels at customer service. He maintains contact, responds promptly and takes the time to explain everything in detail. He has a wonderful demeanor that is professional, thorough and conforming. Their program has truly made a positive impact!

I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!

Dylan Stott

What a recommendation by my friend! I couldn't say enough great things about TruFinancial and specifically Indigo, my advisor.

The approach that TruFinancial takes is detailed, calculated and specific. We went over several different goals like lowering my debt to diversifying my savings and built a specific monthly budget. I have been able to share best practices with family and friends too.

I couldn't be happier with the service that they provide!

Kendra Minkler

My husband and I have worked with Evan and the TruFinancial team for a little over a year. The services they provide (investment management, budgeting, insurance, taxes, etc.) were a perfect fit for what we needed at the time. Evan was able to help turn our finances around in a time frame we never could have achieved alone. We’re now on track and feel confident when making big financial decisions knowing help is just a quick email away. I can’t recommend them highly enough!

Mackenzey Forrey

I was recommended by a coworker and I had my complimentary meeting with Indigo in Sept and in that same meeting I was totally on board and trusted him with my finances. I am a hairstylist who needs someone who knows the business and Tru Financial are the people for us! Indigo has helped me actually understand my money and how to help me budget/save and to make it grow. He has been so patient as well, I was unsure about my ability to do the 'technical' download/upload of documents with the computer but they make it so easy and help you each step of the way. I have become obsessed with my finances and really look forward to my scheduled meetings with Indigo!
Highest of recommendations