CLIENT TESTIMONIALS
What our clients
have to say
Ready for financial advice you can trust? TruNorth Advisors brings professionalism and integrity to clients across North and South Carolina. Our client testimonials offer clear proof, making your decision confident. Hear from their experiences below!
Client testimonials
We have been with TruNorth for 3 years and have been extremely happy with the move from our previous advisor group. They are like family and listen carefully to our input and dreams! They have helped us achieve many goals thus far and look forward to the future with them.
Kathy S.
Everyone at TruNorth work diligently to provide the best product for us. Matt and his staff are very knowledgeable and patient on explaining things until we are sure we understand.
We are very thankful for their help to us in our retirement years.
Diane T.
This firm is awesome. They gave peace of mind to my husband and me by explaining everything in detail. So professional. I feel assured and comforted that our financial future and wishes are secure; and, that they will assist our heirs when needed. Each and every staff member welcomed us, such a feeling of family.
Sandra M.
TruNorth Advisors is the best move we have made. All your financial services under one roof. From the warm greeting you receive from Mari and Ireland upon arrival to Susan and Landon handling your accounts being transferred in, Susan doing our taxes and Byron explaining everything we question in detail there isn’t a better group. It’s an enjoyable experience walking into that office every time, especially when Adam’s wife has a fresh supply of awesome cookies. First rate all around.
Thomas B.
I have a Finance and Accounting degree and I am over 50. TruNorth’s people bring the sophisticated thinking and models to plan my retirement, review alternatives and answer all of my details questions. And they’re good people too. I have not met a better advisor in my 30+ year career
Frank B.
After my husband passed away, I didn’t know what to do with all the 401Ks, insurance money, etc. Matt put me at ease and helped with all of it. He explained it all to me so I could understand everything. I have total confidence in this company.
Deborah K.
If I had an option for 6 stars, I would have chosen it! Matt Dixon and his team at TruNorth Advisors are incredible. Matt and various members of the team have worked with me and my wife, Lisa and provided knowledge and expertise in answering all of our questions and that allows us to feel very comfortable with TruNorth. We are glad to have TruNorth on board with us as we plan for retirement!
David H.
Great financial company to work with. They are very considerate of your personal preferences and needs regarding your finances. Flexible and accommodating. I highly recommend Byron.
Krystal P.
Tru North is a truly professional organization that looks out for its customers. They are a highly respected team that works for the betterment of their clients.
Joseph S.
This is a great company to work with. They truly care about there clients and listen to what they want. Matt helped us understand what we needed to do to maintain our lifestyle in retirement. He helped us find the other services we needed to use in our retirement years. We would and have recommended this company to others.
Michelle M.
Client testimonials
We have been with TruNorth for 3 years and have been extremely happy with the move from our previous advisor group. They are like family and listen carefully to our input and dreams! They have helped us achieve many goals thus far and look forward to the future with them.
Kathy S. (Client since 2022)
Everyone at TruNorth work diligently to provide the best product for us. Matt and his staff are very knowledgeable and patient on explaining things until we are sure we understand.
We are very thankful for their help to us in our retirement years.
Diane T. (Client since 2024)
This firm is awesome. They gave peace of mind to my husband and me by explaining everything in detail. So professional. I feel assured and comforted that our financial future and wishes are secure; and, that they will assist our heirs when needed. Each and every staff member welcomed us, such a feeling of family.
Sandra M. (Client since 2024)
TruNorth Advisors is the best move we have made. All your financial services under one roof. From the warm greeting you receive from Mari and Ireland upon arrival to Susan and Landon handling your accounts being transferred in, Susan doing our taxes and Byron explaining everything we question in detail there isn’t a better group. It’s an enjoyable experience walking into that office every time, especially when Adam’s wife has a fresh supply of awesome cookies. First rate all around.
Thomas B. (Client since 2023)
I have a Finance and Accounting degree and I am over 50. TruNorth’s people bring the sophisticated thinking and models to plan my retirement, review alternatives and answer all of my details questions. And they’re good people too. I have not met a better advisor in my 30+ year career
Frank B. (Client since 2023)
After my husband passed away, I didn’t know what to do with all the 401Ks, insurance money, etc. Matt put me at ease and helped with all of it. He explained it all to me so I could understand everything. I have total confidence in this company.
Deborah K. (Client since 2021)
If I had an option for 6 stars, I would have chosen it! Matt Dixon and his team at TruNorth Advisors are incredible. Matt and various members of the team have worked with me and my wife, Lisa and provided knowledge and expertise in answering all of our questions and that allows us to feel very comfortable with TruNorth. We are glad to have TruNorth on board with us as we plan for retirement!
David H. (Client since 2023)
WORK WITH TRUNORTH ADVISORS
TruNorth Advisors can help show you how to potentially maximize your retirement benefits. We’ll work with you and your finances to build a plan that aligns with your retirement goals.