Scott is a very trustworthy, knowledgable and customer-focused Financial Advisor. He is professional, understanding, highly capable, and also very relatable. He was so patient, understanding of...
Latitude Financial Group
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I have worked with Scott for 20 years. In that time, Scott has given me financial goals at each of our meetings to work on before our next meeting. This process has solidly helped me to grow my...
We have had a great experience with Dan and feel very taken care of and understood when it comes to our financial goals and planning. Highly recommend!
Dan Grote has been our financial advisor for 8 years. We started working with him before retirement to help set up our financial future . We've been very happy with his strategy. Dan has always...
I have been a client of Dan with Latitude Financial for the past several years. I have always appreciated his honesty in helping me plan for my financial future. He has always encouraged me to ask...
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