Testimonials

What Our Clients Are Saying

Jeff and his team are always there. I appreciate that he knows our GM benefits inside and out. They are true professionals and provide us with the knowledge we need to make smart decisions with our money. There hasn’t been much through our retirement journey that the 30K team hasn’t seen hundreds of time. This knowledge make us feel comfortable.

Timothy Swensen

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I have worked with Jeff and his team for several years. I am former GM salary and then retired from Ford. Jeff helped me navigate through getting both of my retirements secured and placed with his company. I am very pleased with him and how he has handled my accounts. Over the years he has kept me up to date on any changes and has always been only a phone call away if I needed anything.

Randy Betcher

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Jeff and his team have helped me through many difference scenarios over the past 14 years. Started as a Paint process engineer and climbed the corporate ladder to realize i wanted something different. There is nothing more valuable then to have the experience of the 30k team to help navigate these changes. They have the experience of many clients to look out into the future and guide us.

Michelle Ford – Manufacturing Engineer

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Jeff and his team are the best. They have made our transition from working years to retirement years seamless. Their investment and tax knowledge are second to none. They handle everything for us and take away any worries so that all we have to do is enjoy our retirement.

Linda Quail

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Working with Jeff and his team for over 14 years. Having a plan and being able to implement made us feel we can truly accomplish anything. From Pension plans to 401K, to HSA. The 30K team helps us with everything. I have since left GM a couple years ago but their knowledge of the all company plans made us stick with him in my new company.

Kevin Ford – Mechanical Engineer

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Jeff Manzella and his 30,000 FT financial management team have been absolutely outstanding in helping my wife and I ensure we’re taking all the right steps to prepare for the future. From the periodic face to face meetings to impromptu calls for advice, every engagement has been prompt and informative. We are now far more comfortable as we approach retirement age knowing we have such a great group of professionals helping us plan for the future.

Scott J. Davis

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

We have been associated with Jeff Manzella and his team for 13 years. They have always been great to work with, very friendly and professional. By taking the time to get to know us and our goals, Jeff was able to devise a financial plan that has met our needs.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

When we decided to transition to more active engagement on our portfolio planning and management, we found that Jeff and the 30,000 ft. Wealth Management team had both the tools and know how to assess our complex portfolio. We were delighted to transition to their services. The ability to run through all the moving pieces of both our life and our portfolio to get us a solid future view is exactly what we found with the team. We always look forward to working the plan with them!

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I’m usually worried that we are not doing enough for our investments, but I couldn’t be more wrong!! Knowing that you are making all the GREAT moves for us financially brings me peace of mind! I tell everyone about you and ALL the great finance work you do for us and our multi generation family members that you take care of!

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.