Testimonial & Partner
What our clients say?
Trustworthy company. I have found them to be extremely knowledgeable, professional, and something that most businesses lack personable. Trenton is great to work with and goes beyond what is expected to provide a customized experience!
A few years ago, I decided to make a huge career change and move into insurance. This, of course, put a burden on my husband's and my financials. We had spoken with Mr. Lockhart before this when we decided to purchase our home, so without any hesitation, we called on him again for advice. He assisted us while we set up consolidations that allowed financial fluidity and stability during this volatile time. Since then, Trent has helped us maneuver through the ups and downs of business ownership and our personal finances.
I started my Tax Preparation business 8 years ago. There was laborious time, effort and hours to get to where I am today. I put in the grunt work, however, Trenton Lockhart taught, trained and lectured me on the business side of my success. He dealt with someone (me) who did not have the day-to-day understanding of business...what was your income, what were your expenses, what was lacking, what was working. He coached me in these extremely significant and vital areas of business and educated me with a very no nonsense, serious approach. I was AWAKENED with my lack of the day-to-day business aspects that could have destroyed all of my hard work. I will always be indebted to Trenton and still look for ongoing support and guidance. My recommendation is to seek support from Trenton Lockhart. A no-nonsense, seasoned, financial/banking professional with years of experience, who will do his utmost to help you rise to your potential as a business entrepreneur.
