Reviews of Triangle Financial Services Inc (Financial Consultant)

Kristen Hall

Kendra genuinely cares about her clients and their goals. She is extremely knowledgeable and has the resources to design the right plan for each person's individual needs.

Jill Ellsworth

My husband and I have always been conscious of saving for our son's college and for retirement, but after meeting with Kendra at Triangle Financial Services we now have a plan tailored specifically for us. Kendra took the time to ask us important questions such as our risk comfort, collected pertinent information from us, and provided an awesome graph showing where we are today and where we could be based on how we answered the questions. I was very impressed with the attention to detail and knowledge that Kendra has, and we will definitely continue consulting with her. I also love that she is flexible in how we pay for her services - most financial advisers strongly encourage you to buy products (mutual funds, etc.) through them; with Triangle Financial Services you can just pay for their time and you have the freedom to buy mutual funds however you want. Thanks to Kendra and her awesome staff for making our lives easier!

Austin Kelderman

Kendra is a fantastic financial advisor and a great person to work with in general. I have gotten to know Kendra over the last year and her advice is solid. She helped me set up a Roth IRA in April and has continued to give me advice to achieve my financial goals. I highly recommend her to anybody looking for an advisor in the Des Moines area.