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A word from our clients
Working with our team is like being welcomed into a family—we listen to you, we care for you, and we go the extra mile for you.
Wealth Management Solutions
Legacy Wealth Management
Indigo makes our lives easier by coaching us through all facets of marketing. They understand and help highlight our differentiating factors to clients and prospects, overall improving our messaging. We want to be the trusted point person to help shape our clients’ financial solutions, and we consider Indigo to be our trusted resource for our marketing solutions.
Working with Indigo is probably the best thing we’ve done for our marketing in 2 to 3 years. Their package is certainly the best value for our dollar of any marketing strategy we’ve tried. The Indigo team has taken all the heavy lifting off our plate. We are thrilled with their work!
Millstone Financial Group
Every time we send out an email, we get a few new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an email from a lawyer looking to set up a retirement plan for their law firm. I don’t know if it’s a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future.