I have been a client of Midori’s for 15 years.
I have been a client of Midori’s for 15 years. I have the utmost confidence in her management of my portfolio. Her expertise and understanding of the financial world is most apparent. I have confidence that she is working diligently and with integrity on my behalf. Midori's knowledgeable and friendly administrative team, I feel, contributes so much to the smooth operation of the office. - Florence
The professionals at IPC
The professionals at IPC have advised 3 generations of my family. Through caring for elderly parents, estate planning, retirement planning and the needs of a young, growing family they have helped us with all of it with tact and professionalism. In this day and age where there are so many untrustworthy people, it is comforting to be able to pick up the phone with complete confidence, knowing that my problems will simply melt away in their hands. - Sue
Tracey offered great advice and support
I am pleased to speak of my experience with Tracey Rompain at IPC. I am not a money person and was really struggling with whether or not my husband and I were investing and managing what money we had been saving. Tracey offered great advice and support for what we currently had and how it could be managed easier. After our consult, I felt more at ease about who was managing our money. I recommend her to all my friends. Thanks for being so knowledgeable. - Candi and Rocky
I appreciate her accessibility
IPC's Midori Hillis has managed my retirement income and investment portfolios steadily through the fluctuating market economy for many years. As a client I appreciate her accessibility; her investment solutions to meet my short and long term needs, and her attentiveness to my file. Midori has managed my portfolio extremely well, in my opinion, instilling trust and relieving me of financial concerns I might otherwise have had. My association with IPC has given me the gift of peace of mind. - Elaine
Tracey Rompain has gone the extra mile
I would like to give a glowing testimonial re our dealings with IPC over the years. In particular, Tracey Rompain has gone the extra mile taking care of our affairs. We trust her explicably and feel so fortunate to have her manage our portfolio. She leaves us worry free to enjoy our remaining years while she takes care of everything. We cannot recommend her enough. - Barb and Bill
I always enjoy our interactions
Midori has been my Financial Planner since she started with IPC. I always enjoy our interactions. Midori explains financial options clearly and effectively helps me make decisions about how to maximize my investments while minimizing risk. Her integrity in business, personal relationships and social responsibility has always impressed me. Her guidance has been invaluable to me through my career and now that I'm retired I depend on her advice to help me enjoy this chapter of my life. - Terri
I trust Midori without reservation
I trust Midori without reservation. Thanks to her management of my financial affairs, I am now retired. I thought my need for financial planning advice might diminish after retirement, but that is not the case. Midori continues to manage my portfolio to ensure my financial stability for the rest of my life. I could not be more impressed with Midori’s efforts on my behalf. Midori Hillis is the consummate professional Certified Financial Planner. IPC earns my highest possible recommendation." - Chris
You have given us invaluable advice
Charlie and I want to expressly say thank you for the role you play in assuring our financial security and the excellent service you have provided us over the past number of years. You are not only responsive to our requests for personal service when we have specific needs or questions, but are pro-active in reviewing our accounts in response to market adjustments. You have given us invaluable advice about protecting our investments for our later years allowing us to enjoy life today and tomorrow. It is a comfort to know that with you we have a worry-free future. We would also like to express our appreciation for the professional, yet friendly office staff. It is always a pleasure doing business with you and your team! – Nancy
Very friendly and helpful with any investment advice
We have always found Midori to be very professional with our business dealings, very friendly and helpful with any investment advice we need. We have always considered her as an honest person. Always someone at the office to talk to if she is not there. Office staff are super friendly. We are very happy with IPC service, thank you. - Anne & Terry
She has been helpful and patient
My husband and I have been working with Midori and her staff for many years. We have always found her to be very accommodating to our needs. She has made every effort to meet with us at times that are best suited for our schedules. She has been helpful and patient in explaining all possibilities for our investment options and has provided us with both verbal and graphic reports on our investments. Midori has provided excellent and very timely service to us and has gone well beyond the call of duty in all of her dealing with us. We would highly recommend Midori and her helpful and friendly staff. - Miriam