What Clients Say

“A vital component of a successful personal financial advisor is the personal aspect of the client-advisor relationship. Vic goes above and beyond to establish a personal relationship with his clients. He is responsive and adept and makes a point of understanding his client's unique challenges. As an active duty military member, I was extremely impressed and satisfied with Vic’s professionalism and forehandedness. His guidance was crucial in developing a financial strategy for me.”

- Active Duty Military Member

The statement was provided 02/16/2023 by a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"Trust and good advice are just two of the reasons I work with Vic Conrad at PINNACLE. I know that he invests wisely and always is available to advise me."

- Retired Administrative Assistant

The statement was provided 02/16/2023 by a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"I like to work with people that I know, like and trust. All of this is true with Vic. I have known him for years as we are both members of a local Rotary Club. He has a great demeanor with clients – very knowledgeable and reassuring. Above all, I trust Vic as I have worked with him and I know that he has his client’s best interest at heart."

- Managing Partner of a Local CPA Firm

The statement was provided 02/16/2023 by a Non-client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"Vic has provided over 30 years of trusted service to us. He has allowed us to accumulate wealth for retirement through his advice, investments and oversight. Vic keeps an eye on our portfolio and the markets and makes adjustments accordingly and regularly. He continues to be a valued source of information and knowledge regarding any financial matter.

Vic gets to know our goals and level of financial confidence - how aggressive or conservative we prefer to be. He is interested in us and our family. Together we share updates of our kids and parents - our joys and our concerns. Our young adult daughter has even begun to invest through Vic. We consider Vic to be a friend, not just our financial advisor."

- Retired Professional and Educator Spouse

The statement was provided 02/16/2023 by a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"Vic Conrad has been my trusted financial advisor for the last 30 years. I have been focused on family, church, and work priorities for all of my adult life, and Vic has allowed me not to worry about financial investments and planning while paying attention to those present priorities. I am grateful to Vic for his friendship and dedication, and for enabling me and my family keep our focus on the needful things in our lives."

- President & CEO of an Energy Industry SaaS Company

The statement was provided 02/23/2023 by a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"Planning our financial future with Vic has been easy, rewarding and educational. He explains his different products in a very understandable way. "

- Peter and Charlene

The statement was provided 03/03/2023 by a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“We have been working with Vic for over two decades. He is honest and trustworthy, highly responsive yet never intrusive, and understands our risk tolerance and investment preferences. Vic's strong business acumen has helped our family realize our financial goals.”

- Working Parents Eagerly Looking Forward to Retirement

The statement was provided 3/15/23 by "Working parents eagerly looking forward to retirement" who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“I work with Vic because he took the time to listen to me and believed in me back when I was just getting started as an adult. He took time to talk, discuss, and advise me when, frankly, I knew his time could have likely been worth more elsewhere. This spoke volumes about his character, and even as I've been fortunate enough to begin building wealth and have come across numerous different investment opportunities, he’s always stuck to the same tenets. His character and caring nature have made me a very happy and loyal customer.”

- Logistics Expert

The statement was provided 03/16/23 by a Logistics Expert, a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed.

“My family have been clients of the Conrad family for over 40 years. I started with Vic's father Jim when still in professional school and continued with Vic when his father retired. As my family has continued to evolve over time and our needs have changed, we have appreciated their quiet and thoughtful council on more than just financial matters. They have helped us create a lifelong plan for our financial security and wellbeing. I have every reason to believe this relationship will continue well into the future.”

- Long Term Client

The statement was provided 03/20/23 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed.

“My partner and I have known and worked with Vic for several years. Financial planning can be stressful, monotonous, and even scary, but Vic's knowledge, experience, and skills ensure that we feel safe and prepared. Vic is someone who genuinely cares about people and works hard to set us up for a successful financial future. His patience and transparency have made discussing finances a seamless experience, and we are truly honored to work with him.”

- Young professional couple looking to establish a secure financial future

The statement was provided 11/30/23 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addition reviews, search us wherever local businesses are reviewed.