Border City Financial - Investment Planning Counsel

Mike is a financial wizard! In just a quick conversation, you can tell that Mike really enjoys his work and is excited to help your portfolio grow. He was great in working with me in goal setting and budgeting strategies. Mike helped me feel very comfortable with my investments through a risk tolerance survey explaining each step's purpose. Highly recommend!
Jun 21st, 2022

Our relationship started at our kitchen island, 25+ years ago with Steve and Victoria, and we are beyond grateful. As we migrate through the many stages of life, their advice has been extremely beneficial. And now, as we prepare for retirement with Mike, we see the benefits even more as the years of planning are finally coming together. Their knowledge brings great comfort, and we trust them with everything we have! Thank you Fox Team. Highly recommended.
Feb 17th, 2022

Mike has provided excellent personalized service and advice. He takes the time to thoroughly assess not only the details of my portfolio, but also my financial and life's goals. With this, he has recommended effective and profitable plans which are keeping me on track to achieve my goals. Thanks Mike!
Jan 4th, 2022

Mike is incredibly professional and knowledgeable. He takes great care to understand your financial goals, while being cognizant of your current financial reality. He works with you to make sure you are comfortable in knowing the risks and benefits of the choices that are being made. I truly trust him.
Dec 13th, 2021

Mike and his assistant Caitlyn were very professional and provided outstanding service. From the initial phone call, to the personal services for my finances with Mike, he by far exceeded my expectations. I have been a client of investment planning for quite some time and each and every year, I couldn't be happier. The service is courteous and they are extremely knowledgeable in all aspects! Thank you again to the Fox team. Warmest regards Cynthia R.
Oct 15th, 2021