Client Testimonials

"I was initially referred to Willow House Advisors by a colleague of mine. After my initial meeting with Vic and Ross about twelve years ago, I knew I had found the right financial advisor team for me. Vic and Ross listened to my goals and financial desires and crafted a plan specifically geared to my potential outcomes. They not only provided a plan for my financial assets, but we discussed other topics such as insurance, long term care and estate planning. I feel like I have a comprehensive plan to deal with all my financial needs. Over the years, they have been extremely responsive to my changing needs or any questions that have arisen. I am very happy with my decision to choose Willow House Advisors as my team."

Barbarann P.

Client of Willow House Advisors

Barbarann P. is a client of Willow House Advisors. She was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202709-9249611

"I have worked with Willow House Advisors for nearly 20 years, and they have been instrumental in helping my wife and I achieve financial security for our retirement. As educators navigating the complexities of PSERS, we needed advisors who truly understood the state retirement system - and they delivered!"

John S.

Client of Willow House Advisors

John S. is a client of Willow House Advisors. John S. was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202708-9252216

"Margy and I interviewed several Financial Advisor options. What we felt set Doug and Ross apart was their approach. They focused on understanding not only our financial goals but also our personal goals in retirement, our comfort level regarding risk and growth and what we wanted to achieve and protect in the next phase of our lives. They take the time required, not allotted, to review our progress and update our plan. They follow up as promised and communicate clearly and in a timely fashion. Our experience is that they hold our success and satisfaction as the true measure of their professional effectiveness and success. In addition to their personal approach there is also the culture of Willow House Advisors. They are a local organization invested in the community they serve and you get that feeling the minute you walk in the door. We have felt welcomed and understood and respected in all aspects of our relationship Willow House Advisors which gives us the confidence to recommend them and their services."

Jeff & Margy M.

Clients of Willow House Advisors

Margy & Jeff M. are clients of Doug Palic and Ross Edmonds of Willow House Advisors. Margy & Jeff were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202708-9249977

"We have been working (with) Vic and his team for close to 20 years and they have been with us on our financial journey the whole way. From our young and growing family through college and beyond, Vic and team have been super proactive as well as responsive to our many questions and decisions. We would highly recommend this fantastic group of professionals no matter where you are on your journey."

Michael & Kate B.

Clients of Willow House Advisors

Michael and Kate B. are clients of Victor Dupuis. Michael and Kate B. were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202708-9223930

"We've been meeting with Vic Dupuis and Sherie Higgins for almost 10 years. When we were still working, we would meet a couple times to review our retirement accounts and plan for the future. Vic and Sherie helped us invest / reallocate our funds more wisely, which we did without hesitation. Fast forward to retirement time. They have been invaluable in helping us make wise, solid financial decisions. Most importantly, Vic and Sherie have helped us to enjoy our retirement with confidence. Vic and Sherie are honest, transparent, efficient, knowledgeable and excellent communicators. Sherie is our "go to". We have reached out to her many times with financial questions or requests and she has always gone above and beyond to help us quickly. We wouldn't want to trust our retirement years to any other team. Thank you Vic, Sherie, and the Willow House Advisors team."

Jeff & Diane S.

Clients of Willow House Advisors

Jeff and Diane S. are clients of Vic Dupuis and Sherie Higgins of Willow House Advisors. Jeff and Diane were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202709-9318721

"Doug Palic has been our Financial Advisor for the last year or so. He possesses a remarkable aptitude for developing a family financial plan customized to our current and long-terms planning needs. Given my age at almost seventy-three, we are very happy with the new allocation strategy Doug suggested to help limit our exposure to market risk. Doug is a highly motivated individual with a broad knowledge of funds, finance and the financial industry. He also displays the ability to quickly develop relationships and foster our confidence in his ability to steer our financial boat as we move into our golden years."

Barry L.

Client of Willow House Advisors

Barry L. is a client of Doug Palic. Barry L. was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202708-9202666

"Vic Dupuis and Ross Edmonds have been our financial advisors for the past 20 years. We've stuck with them because they've done a great job. They earned our trust by listening, understanding our needs, and providing excellent advice based on their knowledge and experience. They keep up with market details at a level that would be both difficult and time-consuming for their clients, but take care to explain the specifics and reasoning behind their recommendations. They are also proactive about suggesting changes as the market shifts. Communication is good, via email, phone, Zoom, or in person, always at our convenience. We also appreciate the efforts of their support staff; Lisa Beard has been especially helpful. Overall, we would highly recommend Willow House Advisors."

Doug & Patsy K.

Clients of Willow House Advisors

Doug and Patsy K. are current clients of Victor Dupuis and Ross Edmonds. Doug and Patsy K. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202708-9249595

"Vic Dupuis and Sherie Higgins immediately earned my trust during the first meeting my son and I had with them. They are obviously smart and knowledgeable in the financial world. Just as important to me are their sensitivity and compassion for my situation and their commitment to honesty. They provide excellent information pertinent to both my present and future financial needs. All my questions are met with respect and a sincere commitment to go above and beyond to ensure my understanding and potential to refine my portfolio. Vic and Sherie are always accessible and responsive and I am confident that I am receiving excellent financial guidance."

Martha M.

Client of Willow House Advisors

Martha M. is a current client of Victor Dupuis and Sherie Higgins. Martha M. was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202709-9318736

"We have had the privilege of working with Doug as our financial advisor for over a decade, and his dedication has been nothing short of exceptional. Doug took the time and energy to truly understand us as individuals and as a couple. This personalized approach has allowed him to provide guidance that feels tailor-made to our specific needs. What sets Doug apart is his unwavering trustworthiness and integrity. We've always felt confident in his advice and decisions, knowing that he has our best interests at heart. Doug's expertise and genuine care for his clients make him a true asset to anyone seeking financial guidance."

Jamie P.

Client of Willow House Advisors

Jamie P. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202710-9595058

Client Testimonials

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