I have been trusting my investments with a WSC advisor since 2016. My current advisor is Kevin Smith. He is friendly, approachable and very knowledgeable! I have been very happy with my results and know that my money has been well invested over the years. It has been very comforting to have a money advisor who cares about me and my future, has always had my best interest at heart and has kept me well informed. Thank you Kevin and WSC! I would recommend him and this company highly!
- Judy Totzke
I have found Kevin Smith to be an amazing advisor who understands my goals, the market and investments. He is always available, returns calls promptly, is easy to talk to and listens well. Kevin hears my concerns and the direction I'd like to go then makes it all come together successfully. Highly recommend Kevin and the company.
- Lenore R
We have been clients of WSC Financial for over 15 years and have always received exceptional service and support from Jennifer Estall and her team. Their service is personalized and they always take the time to understand our needs and tailor our benefits package to have the maximum impact. Jennifer is always looking out for our best interests and is proactive in negotiating with providers on our behalf to ensure we have the most competitive rates. We trust her to also keep us in line with trends in the industry and best practices so that we continue offering our employees a comprehensive and attractive package, which helps us retain our team. We have been very pleased with the outstanding service and support we’ve received from Jennifer Estall and WSC Financial and we highly recommend
- Sarah Asterbadi, CEO ClubRunner
I highly recommend Sheena! We recently worked with her on obtaining new life insurance policies and she made everything so easy and simple for us. She is clearly highly knowledgeable in her field and make recommendations that genuinely make sense for you personally. Very professional as well as down to earth and easy to relate to.
- Sarah Hancox
Jamison’s expertise in life, health, and disability insurance is unparalleled, and she went above and beyond to ensure her clients got the coverage tailored to their needs. Jamison's professionalism, attention to detail, and genuine care for her clients truly set her apart. I highly recommend Jamison to anyone looking for reliable insurance solutions!
- Hamorn C.
15 years ago, we were referred to Jennifer and we have been extremely happy with the results. Investing and retirement planning was not our strength and we have greatly benefitted by working with Jennifer and her team. Jennifer’s approachable, supportive nature and no-nonsense financial advice has helped us make more informed choices in the pursuit of our financial goals. We highly recommend Jennifer and her wonderful team (Sheena, Donna, Cindy, Marcy) for being proactive, responsive with extreme dedication to client needs.
- Samira S.
Sheena is a true professional. As a mortgage agent, I am confident referring my clients to her. She knows her stuff and empowers her clients to confidently implement financial game plans.
- Kelly Haick
I had the pleasure of consulting with Jamison at WSC Financial Solutions for healthcare benefits options, and the experience was outstanding. Jamison's expertise and professionalism were evident as she walked me through various benefit plans. Her guidance was invaluable, making the decision-making process clear and informed. I highly recommend Jamison to anyone seeking a personalized health care benefit solution.
- Fadi P.
Sheena is the Financial Adviser I would recommend to anyone. She is very knowledgeable and patient; she was eager to provide assistance and answer all of my questions. Her dedication and professionalism towards her clients is unmatched around the Region. Through working with her, I was able to confidently make smart investments under her direction. Trustworthy, reliable and very personable.
- Alex Robb
I consulted Ms. Jamison Soeder for health assistance insurance for a relative. She was very professional and explained everything over many Zoom calls. She was also very patient and never tried to push the sale on us. It took almost 3 months to close the deal but she kept answering my questions as I needed more time to think and discuss with my family members. I would highly recommend her as an agent for living benefits needs for your family!
- Surplus A.
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