what clients say
“W
e decided to move from a large National/ International Wealth Management Firm to a more
Roland Williams
personal firm with a reputation of working closer and tailoring portfolios better to the clients’ needs. Champlin & Associates has all the tools that help us see what is going on, show and explain our position using the tools, and regularly meet with us and advise us on options to advance and protect our position. They are always available and provide any information needed immediately. In addition, Champlin & Associates have backed us with required professional financial documentation that has helped strengthened our position for other business ventures. We feel we have a partnership with Champlin & Associates.” — Jerry Boddy & Rosemarie DiMuro, Fairport, NY
“Champlin & Associates consistently provides winning strategies that have been invaluable for my long-term financial objectives. Brad & Amanda are outstanding people that I’m honored to call friends and teammates.” — Roland Williams, NFL Super Bowl Champion, Thousand Oaks, CA
“Working with Brad and Amanda over the years has been a pleasure. In each interaction with mutual clients, they bring a level of care that truly goes above and beyond. The Champlins/ Williams are a great family team and great advisors.” — Nick Proukou, Esq., Kroll Law Firm, Rochester, NY
“I am
happy to recommend Champlin & Associates as Financial Advisors. My wife, Liz, and I have relied upon their management of our retirement accounts for several years. The results have been far greater than we could have expected. Their personalized service is such that I have referred many of our law office clients to them.” — John Tyo, Shortsville, NY
Securities offered through J.W. Cole Financial (JWC) member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Champlin & Associates and JWC/JWCA are unaffiliated entities. This advertisement contains an unpaid endorsement and/or testimonial. Unique experience and past performance do not guarantee future results. Testimonials herein are non-representative of all clients or account performance. Testimonials, statements, and opinions presented are applicable to the individuals depicted.
2022 • champlinandassociates.com
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