"Matt and the InTandem Financial Team have been instrumental in my personal financial and estate planning, as well as the recent succession plan for my business, Commercial Acceptance Company, a 20 year old consumer credit and collection agency. They have provided valuable advice which has allowed me to transition ownership and day to day operations of my business entity to my son Dylan. Matt and his team understand the dynamics and interconnection between personal and business financial planning. Matt’s planning included input from both my accountant and attorney, as well as advice from his team of business planning experts at Northwestern Mutual."
Carl J. Succa
Client, Business Owner - Commercial Acceptance Company
“My schedule can be fairly hectic, but Jay and his team always found time to meet with me at my workplace or even at my home. There is no group I would trust more with my financial security. Jay and his team are honest and effective, and to be honest, I look forward to seeing him as it is easy to develop both a working relationship and friendship. I find myself recommending him and his services to all my colleagues and even family.”
Dr. Michael Farbaniec
Client, Penn State Health - Hershey, PA
"Minta Krise at InTandem Financial and Northwestern Mutual were instrumental in assisting us with a key component of our business succession plan. We really appreciate her integrity and the continued customer service we get from the InTandem Financial team."
Jim Mooney
Client, President & CEO - Enginuity
“My wife and I are both physicians and have worked with Jay Broeg and InTandem Financial for over 7 years. We have experienced first class advice, tutoring, recommendations and wealth management from this team of experts. We moved from another financial company and the difference in care is unquantifiable. Jay treats you like a friend … like family. Ronnie is always professional and astute.
We are very satisfied and have recommended the InTandem Financial team under Northwestern Mutual to our friends and colleagues.”
Dr. Odera (Dale) Echeazu, Client – Dallas, TX
"One of the scariest parts about financial planning, from both a personal perspective and as a business owner, is that “you don’t know what you don’t know”. Having advisors that you know and trust – and who are there not only to answer your questions, but also to tell you what you don’t know – is one the smartest and most important decisions someone can make for his or her family and or business.
Matt, Minta & the InTandem Financial team have played an instrumental role in our family’s personal financial planning by designing and walking us through a financial plan tailored to our personal goals for the future. They listened to our concerns, answered our questions, made thoughtful suggestions, and helped us reframe previously held assumptions and fears in order to find the best path for our family. And with every twist and turn in the road, they helped us navigate our way through it. When we contemplated my husband’s career change, they were there. When I considered leaving my law firm to start a new one, they were there. And even when faced with a small and seemingly insignificant question or concern, we never hesitate to call – because they are always there. Their integrity and wise counsel through all of our life changes – both big and small – helps us make decisions for the future with confidence.
On the business side, the InTandem Financial team members have been more than just advisors – they have been partners in helping my partners and I reach our business goals and expectations. When we launched our new law firm, Pillar+Aught, in 2017, the InTandem Financial team helped initiate our initial group benefits package including group life, short and long-term disability, health insurance, and 401(k) plan. They provided us confidence in starting our own business, and helped educate us on what to do, how to do it and why it was important to our business. They continue to advise the firm’s partners on strategies to maximize our planning and to offer benefits that are most important to attract and incentivize our employees. We see them as our allies and value our relationship with the team as a long-term benefit that allows us to be the best at what we do and to achieve all of our business goals."
Kate Deringer Sallie
Client, Attorney/Partner - Pillar+Aught
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.