Client Testimonials

Your Guide and Advocate

Our firm cares deeply about our clients and building relationships to last a lifetime. Below are some of the testimonials we received from our valued clients.

"Bruce has been our financial advisor for close to 30 years. In this time, he has proven himself to be trustworthy and caring. My husband and I, and now our grown children, have been more than satisfied with his handling of our finances. He truly cares about us as individuals, as well as our portfolios. We consider him to be a part of our extended family and we trust him implicitly. If ever I need something explained, Bruce is incredibly patient with making everything clear to me; he thinks everything through and answers any questions thoughtfully and honestly. I have no hesitation in recommending him and his firm."

- Sandy K., current client, on 8.20.2023

*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.

"IWS is professional, knowledgeable, skilled, concerned, and available, which are all attributes that I think are necessary in a financial services firm. In addition, every employee knows us and we feel like extended family members. We have never doubted that everyone at IWS has our best interests at heart. Choosing IWS has definitely been a blessing and a wise decision for us."

- Amanda P., current client, on 8.22.2023

*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.

"Bruce literally saved my life. Years ago, a friend gave me Bruce's card. I made an appointment with IWS and was blown away. I have been with IWS about 15 years. Bruce has kept me on track and I cannot thank Bruce and his team enough for all they have done for me and still to this day."

- Art Z., current client, on 8.28.2023

*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.

"What I value most is the peace that typically comes over me when we discuss our finances with you. This was a real worry spot for me before we met you, when I was managing everything myself."

- Robert N., current client, on 9.18.2023

*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.

"Although I was able to make a good amount of money in my lifetime, I am not a money person. I would not have been able to relax into retirement. Bruce and the IWS Team have helped me make the transition. I am finally able to relax. I am very grateful to have them and trust they have my back."

- Val K., current client, on 8.31.2023

*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.

"My wife and I started our relationship with Bruce Horowitz and the IWS team more than 16 years ago when he guided us through the college process and how to best pay for it. We have been very pleased with the way Bruce and his team have managed our financial lives, prepared us for retirement, and now taking care of us in retirement. I would truly recommend IWS to anybody, in fact I have, and these families thank me all the time. The IWS team members are honest, sincere, and care for us clients, like family."

- Craig Y., current client, on 8.30.2023

*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 appreciate your knowledge, care, and attention to our financial position. We trust that you keeping watch over our finances with great care! IWS helps us to live at peace knowing they are watching over our investments with far more knowledge and insight than they can provide for ourselves. We no longer feel the need to watch the stock market every day or feel like we need to become experts in investing. We feel like they treat our financial care with the same concern they have for their own."

- Lovena B., current client, on 10.20.2023

*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 most value your kindness and willingness to help me and guide me through processes that I might not understand. Your availability is always prompt. Your care and concern is not only for my financial plan, but also about me. I consider you and the IWS team a friend. My trust in you is priceless."

- Pat B., current client, on 2.14.2024

*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 like the relationship-based advice we get from Innovative Wealth Strategists and how they focus on our goals. IWS continually re-positions our portfolio to balance risk with reward. They also consider the tax implications of investments, which is not always provided by other financial advisors. The IWS staff have always been available to respond to our specific questions."

- Ian & Ginny C., current clients, on 10.23.2023

*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.