We have loved working with Chris for the last 15 years. He has always made us feel like he was looking out for our family’s future. He has helped us strategically plan to be very well diversified in our financial planning, and we have always felt he genuinely wants us to succeed. We highly recommend him to any of our family, friends and co-workers on a regular basis" -Scott Hicks, client
– Scott Hicks, Client
Chris Fugman and his team have done an amazing job of providing direction, education, and support for our insurance needs in our fast growing company. In addition to the support, Chris has gone above and beyond to truly know us as people, and intimately know our business. The relationship is one I place high value on!
– Eric Nuss, Client, CEO of Ssun Health
I feel very comfortable and secure with the investment and retirement strategies that Scott has developed for me over the years. He takes the time to understand my financial goals and gives sound advice to help me achieve them.
– Alfred Nicolosi, Client, Physician
Thanks to Scott and his team, our transition into retirement has been seamless. We value Scott’s personal service, intellectual capital and authenticity. We couldn’t have chosen a better person to handle our finances.
– Beverly and Doug Takizawa, Clients
When I think of financial security, I think of Chris Fugman. Life insurance to be sure, but just as there's more to financial security than life insurance, there's more to Chris than sound fiscal advice. He is a trusted advisor and a friend. Put simply, working with Chris Fugman has been one of the best decisions I have ever made.
– Frank DiCastri, Client, Attorney
After over a decade with Northwestern Mutual, we are more than happy with the direction of our investment portfolio. Chris and his team have created a family like atmosphere. Everything is always explained to us in layman’s terms. It’s hard to put a price-tag in the understanding that all your hard earned money is in the best of hands. You learn a lot about people in times of adversity and we would be hard pressed to find a time of uncertainty similar to this past year. And we discovered what we already knew... Chris was our voice of reason and a calm in the storm. Trust... In Chris and his team we trust. We look forward to the future and continued support.
– Mike Aagaard, Client, Tech Manager - CBS Sports
Scott is an energetic wealth financial advisor that is both professional and personable. He has worked with integrity to provide us with sound advice and financial guidance especially through turbulent times. He has created a trust that is rare to find.
– Curt and Terese Capizzi, Clients, Retired Executives from BMO Capital Markets and Northwestern Mutual
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.