Avid Wealth Partners

Testimonials

I’ve worked with Eric Kala and his team for almost three years and it’s been a 5 Star Experience. Eric and his team have always given us sound advice and respond in a timely manner with any questions or concerns. I highly recommend him!”

Dr. Miguel Ayala, Physician

 

"I met Eric after seeking company benefits and life insurance information. Eric met with our management team on several occasions to ensure that we fully understood our current situation as well as our financial forecasts and plans for the company. I was so impressed with the guidance and retirment plan implementation, I trusted Avid with my personal financial planning. I feel that Avid makes recommendations based on my family's best interest instead of pushing products that create commission opportunities. I am happy to recommend Avid Wealth Partners for company and personal financial planning."

David Dunne, Business Owner, Lectron Fuel Systems

 

“In the past I've been screwed over by many advisers, I found Eric to be an awesome compliment to my future endeavors, he understood exactly what I needed and he is diligent about making sure that I stay on track, which is hard to do as a surgeon with an 80-hour work week! I've never been let down by him!”

Dr. Thomas Jeneby,  Surgeon & Business Owner

 

 I had an instant sense of trust with Eric and was impressed with how well he listened to my story. Through several early discussions, he convinced me that I should be doing a lot more with my finances, which have turned out to be some of the best decisions of my life. My experience with Eric has been nothing short of stellar and he has advised me every step of the way helping me navigate through my financial journey. Eric is a true professional and I have watched him evolve into a wealth-advising guru. He tirelessly pushes himself to be a better professional and it shows not only in his knowledge of the industry but in the way he treats his clients. Our professional and personal relationship has worked out exceptionally and I would highly recommend and endorse Eric to anyone seeking sound financial investing advice."

Chris Scott, Executive

 

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck