Check out what our clients are saying
Thoughtful Guidance
Anita Niefeldt has been our financial advisor for the past few years, and we couldn’t be happier. After COVID, we were trying to figure out the best way to plan for retirement and our future. Anita has always given us clear, strategic advice that not only helped us with immediate decisions but also set us up to reach our long-term goals.
As my husband and I get closer to retirement, it’s been so important to us to make smart choices with our investments. Thanks to Anita’s strategic planning and thoughtful guidance, we’re now on track to retire much earlier than we ever expected. Her knowledge and expertise have made all the difference, and we can’t recommend her highly enough!
Important Disclosures: This testimonial is from an existing client of Viridian Wealth Management and has not been paid. There are no known conflicts of interest associated with the use of this testimonial.
I Now Feel Much More Secure, Comfortable, and Informed with Anita’s Guidance
I was introduced to Anita Niefeldt by a long-time, trusted friend. Her business focused on research, and I knew she conducted a great deal of due diligence before trusting anyone, especially when it came to finances. I met Anita after the loss of my husband of 36 years, which has been the most challenging time in my life, and I still striving for healing. My husband had always managed our finances, and I hated dealing with any of it. Anita was very kind and patient with me, serving as both a financial advisor and, at times, a therapist. While I still cringe a bit when it comes to finances, I now feel much more secure, comfortable, and informed with Anita’s guidance. I feel heard when I meet with Anita. She focuses on what is important to me and my goals. In short, Anita has improved my financial portfolio and helped me develop a much clearer understanding of a long-term plan. I highly recommend her to anyone seeking personalized service and expert financial guidance. Lastly, I recommend Anita not only for her expertise but also because she is a genuinely kind and decent person who truly cares about others, which is reflected in her work and communication.
Important Disclosures: This testimonial is from an existing client of Viridian Wealth Management and has not been paid. There are no known conflicts of interest associated with the use of this testimonial.
Only Wish I Had Been Working With Her a Long Time Ago
Before meeting Anita, I had never really looked carefully at my retirement situation, and when I did meet with retirement planning professionals, I never felt like the advice was quite right for me and my personal goals. Trying to do planning by reading books or online sources also didn’t really work well, as I was not sure if my choices were the right ones. As retirement grew close it was important that I find someone who could explain my options to me clearly and patiently. I needed someone I could trust, and I’m so happy I found Anita! With Anita, I could review various scenarios, and realize things were better than I had though. I could also set realistic expectations that addressed my own personal goals and challenges. Everything was appropriate to my own needs, and having this so customized really helped ease my mind. I’ve been able to do more than I expected and yet manage my funds responsibly. I really enjoy meeting with Anita to update my plan, and talk about what changes I might make. I would definitely recommend her and only wish I had been working with her a long time ago. She’s really been a big help, and I no longer worry about my future.
Important Disclosures: This testimonial is from an existing client of Viridian Wealth Management and has not been paid. There are no known conflicts of interest associated with the use of this testimonial.
