“These guys are like family to us. Everything is straight forward and straight talk, and it’s not just about dollars and cents. Both Jason and Mike understand where we are going in life. They are genuine and their attitude is “Let’s work together”, that is really important to me. Our relationship is all one-on-one and we talk like you would to a valued friend. We do feel valued, we do feel like we matter to them. When my mom was diagnosed with Alzheimer's they were right there. When I did the Alzheimer's walk, they were our biggest donors. Like I said, they are like family. One word to describe them? Awesome!”
"After 15 years of investing with Hillside, I continue to find them caring, competent, and professional. Since my husband’s death, their services have been invaluable. They have helped me reorganize my portfolio and they work closely with my accountant and lawyer. Jason and Mike are always available to answer my questions and help me through life’s transitions.”
“We chose to work with Hillside because we felt comfortable talking to them. We saw 3 different firms and Hillside was the only one who had a variety of solutions for our specific requirements. Everyone else was trying to fit our needs into products that they already had. Jason gave a lot of thought to our situation and came back to us with a perfect fit. Hillside provides wraparound service and you really feel part of a family. You are taken care of and you get to know their family just enough to have a sense of what drives them. They are smart and engaged, and I trust them.”
“What is most important to us is that Mike has a good sense of integrity. We liked the approach that he had towards retirement. It is very important for Mike to have people in plans that are safe but also have opportunities to grow. They are doing a better job with our money according to their charts than anybody else is. They are dependable and they really remember what is said in conversations. We also enjoy the fact that Mike is a fisherman with a good sense of humour.”
