Triad Investment Management

Jeff Lawhorn 

on Google

3 months ago

The team at Triad are great. I had been with another firm for almost 15 years and moved to Triad about a year ago. That was the best move I've made in a long time. They have been so helpful and professional. I didn't realize how little support I was getting with the old firm but now I feel like my future is way more secure and I have a better understanding of how to achieve my retirement goals. 

Carolyn P 

on Google

4 months ago

I have been using Triad for several years and am very happy with their service. They are a small and very communicative team. If I have any questions or concerns, they respond quickly. They make me feel as comfortable as possible with my investment portfolio. I don't feel like I am a small fish in a huge pond, the service is professional but friendly and personalized. I recommend them completely. 

Don Kent 

on Google

4 months ago

I was referred to Triad by a longtime friend. I had been with a couple of investment companies in the past that were more interested in what they could get than what they could get me. This isn't that way. Although it may not be obvious, this is a fiduciary company. That's as it should be. They treat their clients like they are part of the family. And, they know what they're doing. No regrets. 

Lloyd Dollar 

on Google

4 months ago

John and Dave approach investing from a holistic perspective looking at my complete financial situation and make decisions based on my future financial goals as well as my current financial circumstances. I appreciate how they are willing to answer any questions about the current market and help me to understand what based on past trends what future prospects may look like in long term. I feel secure and confident in their ability to make sound decisions for the best growth of my investments. Their well researched strategies... read more

Darlene Burke 

on Google

5 months ago

I have been very happy with the service that the Triad team has provided. My investments through them have continued to grow over time. The investments that they have me in have been meticulously researched and are catered to my personal needs. Their strategy is to provide a slower yet steadily increasing portfolio growth. If you are looking to make some quick bucks on volatile investments they are not the company for you. The team at Triad do a very good job of keeping in contact with me and provide a detailed and personal ... read more