179 Sully's Trail,,
NFL Super Bowl Champion, Thousand Oaks, CA
“Champlin & Associates consistently provides winning strategies that have been invaluable for my long-term financial objectives. Brad & Amanda are outstanding people that I’m honored to call friends and teammates.”
“We have found a true partner in our relationship with Champlin & Associates. They go out of their way to collaborate with our accountant and other professionals to be sure we are seeing our entire financial picture. They present options for investment strategies and allow us to choose what we feel comfortable with, they never try to sell us anything. We can pick up the phone at any time to get our questions answered. We know that Champlin & Associates truly care about us! Champlin & Associates truly care about our community. Every one of them gives both personally and professionally, their time, talent and treasure to organizations that are making a difference right here in Rochester.”
Kroll Law Firm,
“Working with Brad and Amanda over the years has been a pleasure. In each interaction with mutual clients, they bring a level of care that truly goes above and beyond. The Champlins/ Williams are a great family team and great advisors.”
“I am happy to recommend Champlin & Associates as Financial Advisors. My wife, Liz, and I have relied upon their management of our retirement accounts for several years. The results have been far greater than we could have expected. Their personalized service is such that I have referred many of our law office clients to them."
“We decided to move from a large National/International Wealth Management Firm to a more personal firm with a reputation of working closer and tailoring portfolios better to the clients’ needs. Champlin & Associates has all the tools that help us see what is going on, show and explain our position using the tools, and regularly meet with us and advise us on options to advance and protect our position. They are always available and provide any information needed immediately. In addition, Champlin & Associates have backed us with required professional financial documentation that has helped strengthened our position for other business ventures. We feel we have a partnership with Champlin & Associates.”
“We’ve been working with Champlin & Associates for several years now. Their knowledgeable staff takes pride in advising clients in ways to achieve their financial goals. We truly feel they have our best interest in mind.”
This advertisement contains a(n) unpaid endorsement(s). Unique experience and past performance do not guarantee future results. Testimonials herein are non-representative of all clients or account performance. Testimonials, statements, and opinions presented are applicable to the individuals depicted.