"Andy is a trustworthy, reliable, and thorough investment manager for our future financial planning and managing our investments. He is always available if we have questions or concerns. I highly recommend Eight Oaks Financial."
- Maryliz S.
This statement is a testimonial by a client of the financial professional as of 08/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I have worked with Andy Chatham and his team at Eight Oaks Financial since 2009. Andy is a wonderful person and an even better financial advisor. We have worked closely to ensure my boys college funds are well invested and he has always guided our families. I have referred many of my family and friends to Andy and his team that is how much I trust him"
- Scott R.
This statement is a testimonial by a client of the financial professional as of 02/15/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I trust his integrity and his skill. Working with Andy has been a great experience."
- Laura T.
This statement is a testimonial by a client of the financial professional as of 05/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"My wife and I have worked with Andy Chatham and his team at Eight Oaks Financial for 2 decades. What we appreciate most is that Andy makes sure that we are clear on our strategy."
- John H.
This statement is a testimonial by a client of the financial professional as of 02/14/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Working with Eight Oaks Financial has given me the confidence to be in a better position to make the right financial decisions at the right time for my family. The firms/wealth managers' economic, financial, and market knowledge help to provide sound guidance and recommendations based on my future goals."
- Kurt M.
This statement is a testimonial by a client of the financial professional as of 02/15/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"We have worked with Andy Chatham and his team for more than 20 years. Andy helped me navigate being a responsible single mom, balancing covering day to day living and preparing for the future with Life Insurance, Long Term Care, and Retirement. I especially appreciate his steady guidance and the great advisors he brings to the table for Life planning. Thank You!"
- Peggy S.
This statement is a testimonial by a client of the financial professional as of 02/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I'd like to recommend Andy Chatham and his team of professionals at Eight Oaks Financial. We started working with Andy in 2009 and throughout our years together, I have found him to be intelligent, approachable, and responsive to our questions while providing us counsel to our financial needs. Andy asks us good questions and uses our information about our goals / risk tolerance / time horizon to make recommendations; I never get the feeling that he is offering a cookie cutter approach. He really takes the time to listen to support us in achieving our financial goals. In addition to providing us with regular updates on market trends via email newsletters and our quarterly check-ins regarding both the performance of our investments as well as lessons in economics, he is also available at any time for questions. I would not hesitate to recommend Andy Chatham and his team for financial/retirement planning."
- Lita U.
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Andy is great to work with - professional, responsive, and trustworthy. In times like this I appreciate knowing he's doing what's best for me and my family. I highly recommend Andy."
- Jennifer C.
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Andy magically appeared because of a referral from a colleague right when I was looking for a reliable, trustworthy financial manager/advisor and we hit it off immediately. He's very easy to talk with, and always listens to my concerns and needs very closely. It never feels like I'm being "sold or told" when I interact with him and I find that to be quite rare in his trade. He worked with me and my wife to identify goals, measure risk thresholds, and devise plans for savings, college, life insurance, and retirement. The market has been sluggish as of late, but we're in for the long haul with Andy and I'd highly recommend him as a financial manager/planner/advisor."
- Bruce C.
This statement is a testimonial by a client of the financial professional as of 02/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I would highly recommend Andy for financial advisory services. He is bright, responsive, a person of high integrity and values and provides me with support both on a personal and business level."
- Donna D.
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I have worked with Andy Chatham and his team for years. They have done an outstanding job understanding my financial situation, listening to my needs and my hopes for retirement. It is clear they have taken the time to understand me as a human first, not just as a client. They have guided me through a planning process, through major life changes, that I trust and understand. I would give 10 stars if I could."
- Tina B.
This statement is a testimonial by a client of the financial professional as of 02/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
