Drumlin Financial Advisory

Maureen Demers 

on Google

a year ago

I've known Jill professionally for many years and she is kind, intelligent and detail-oriented. Definitely qualities that make for a fantastic financial planner! 

Susan Tarver 

on Google

2 years ago

Jill's guidance in, first, identifying one's financial goals, and then developing strategies to achieve those has been extremely helpful. She is an excellent listener, is always well prepared for our consultations, and communicates well both in person and through email. I highly recommend Drumlin Financial. 

Cheryl Lower 

on Google

2 years ago

I recommend Jill and Drumlin Financial unreservedly. I tell her that she doesn't sell "financial services" -- she sells "a feeling of financial security." In the eight years I've worked with her she has (1) grown my portfolio above my expectations; (2) advised me on all things financial (refinancing, estate matters, taxes, 529's, life insurance, auto loans -- you name it); (3) given me a feeling of financial security. I only work with no-fee financial planners who don't have a reason to push me toward a particular product. J... read more

Philip Lodine 

on Google

2 years ago

We have worked with Jill for most of the last decade, and the result has been a huge improvement in our overall peace of mind. She has helped us to identify our goals and to take the steps needed to attain those goals. Jill is always willing to answer questions and explain financial concepts and tools, so that we feel confident, we understand what we're doing financially, and we know we are on the right track. She has been especially helpful as we approach the many challenges involved in retirement. We highly recommend Jill! 

Wei Lam 

on Google

2 years ago

Jill and her firm are trusted advisors when it comes to managing our family finance and investment planning. We appreciate her sensible approach that’s tailored for our specific situation and risk tolerance. We rely on Jill’s experience and advice when we are unsure about what to do next or when we stray off course or hit unexpected hurdles in our plan. Jill helps us get back on track, develops solutions, and makes us feel secure about how and where our money is working for us. Thanks Jill!