Chadwick Financial - Wealth Management and Income Solutions

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Chris

My wife & I have been clients of Puzzle Wealth Solutions since its inception. It is the best financial decision we’ve made. Our adviser, David, & his team asked all the right questions to create a financial plan for all our needs & dreams. Their keen market knowledge & analysis has resulted in a financial plan for us that has both grown robustly & weathered the times of volatility. I can’t stress enough how important our relationship with David & Puzzle Wealth Solutions is to our peace of mind. We highly recommend giving Puzzle Wealth Solutions a call today to discuss your financial goals.

David Boyd

We have been clients of David Millington for many years. Through his leadership, Puzzle Wealth Solutions has grown into a highly respected, acknowledged and cutting edge financial organization. David has always been readily available, professional and open to financial conversations. He challenges you to consider every option available, and is willing to listen to your opinions. The entire Puzzle Wealth staff is outstanding and works hard at performing every task regardless of the complexity. We feel very fortunate to have them as our financial team.

Mike Haskell

Our family has relied on David Millington to manage our retirement funds for the past 20+ years. We have found him to be the ultimate professional as a member of the investment community.... he listens to our needs and reacts accordingly, he is available and actually proactive in times of poor market performance, he prepares an annual forecast of our current and future needs based upon our financial goals and risk tolerances, he provides personal quarterly updates on our portfolio's performance, he helps us analyze financial decisions which are unique to our family, he is always on the lookout for new financial investment tools which will maximize our returns, he is aware of our income tax issues and works closely with our accountant to maximize our returns, and as we continue to age, he is aware of our family's health issues and how they might impact our future financial needs. In short, we consider David to be a part of our extended family...we recommend he and his Puzzle staff in the highest degree.

Kevin McClean

I’ve been working with David Millington / Puzzle Wealth Solutions for ~2 years, and I couldn’t be more happy with the service and results. The Puzzle team took the time to understand our financial goals, risk tolerance, and long-term vision. Their guidance has been clear, thoughtful, and always in my best interest. We appreciate their professionalism and transparency - Whether it’s retirement planning, investment strategy, or buying a home, Puzzle has consistently provided great advice and been very responsive. Thanks to their expertise, we feel much more confident and secure in our family's financials. I highly recommend both David Millington and Puzzle Wealth to anyone looking for a knowledgeable and trustworthy financial advisor.