What our clients say about us
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5
Really enjoyed my meeting with Cody today! He was patient and spent a lot of time learning about me and my goals, never felt rushed and didn’t sell me... More
Really enjoyed my meeting with Cody today! He was patient and spent a lot of time learning about me and my goals, never felt rushed and didn’t sell me anything. Told me I was on the right track with what I am doing to save for retirement! Would highly recommend him for his knowledge, honesty and kindness. Thanks Cody! Less
5
Known Cody for a number of years and definitely cares about clients he works for.
5
Cody was very knowledgeable and easy to work with. Planning for my financial future was always something that intimidated me but Cody was incredibly p... More
Cody was very knowledgeable and easy to work with. Planning for my financial future was always something that intimidated me but Cody was incredibly patient and was able to explain his plan in relatable terms. I couldn’t recommend him and his expertise enough. Less
5
I highly recommend Cody's financial planning services. He offered invaluable insights into my financial goals and provided clear, actionable advice th... More
I highly recommend Cody's financial planning services. He offered invaluable insights into my financial goals and provided clear, actionable advice that has helped me navigate my financial journey with confidence. His expertise and genuine commitment to my best interests were apparent, especially in advising me to prioritize my short-term goals at this time. Cody's professionalism and proactive approach have made a significant difference in my approach to financial planning. Thank you for your exceptional guidance and support. Less
5
Can't recommend Obsidian Financial and Cody enough. Cody really took the time to understand what was important to me and then did a great job of expla... More
Can't recommend Obsidian Financial and Cody enough. Cody really took the time to understand what was important to me and then did a great job of explaining what his recommendations were and WHY in a way that was easy to understand. I feel completely confident in the advice that I'm getting. Less
5
Cody has been great with getting my insurance policies started and staying on top of me to follow up! He has made sure my family is safe in the future... More
Cody has been great with getting my insurance policies started and staying on top of me to follow up! He has made sure my family is safe in the future and has provided financial stability in such a short time. I would recommend him to everyone. Thanks Cody. Less
5
Cody has a wealth of knowledge (pun intended) when it comes to creating a long-term plan, and he is very insightful with his recommendations too. High... More
Cody has a wealth of knowledge (pun intended) when it comes to creating a long-term plan, and he is very insightful with his recommendations too. Highly recommend you set up time to chat with Obsidian Financial! Less
5
Cody saved me money on a new life insurance plan. I was t very familiar with all the options and he took all the time I needed to explain all aspects ... More
Cody saved me money on a new life insurance plan. I was t very familiar with all the options and he took all the time I needed to explain all aspects of the policy and was super helpful throughout the process. Highly recommend! Less