As a corporate executive who has both NYSE and NASDAQ board of director experience, I have had the opportunity to work with many highly qualified professionals. These were individuals who through their intent, skills and efforts made an important difference in the companies and people they encountered. I have known Terry Scholes as a businessman and friend for fifteen years. I have seen him work with individuals who were faced with critical life decisions. In every situation his focus was on understanding what was really needed and then developing an insurance plan and investment financial solution that was best for the individual and the family. Terry’s insurance expertise places him at the most sophisticated advisor level. In addition his financial connections enable him to point his clients toward investment financial advisors who best fit the situation. In all circumstances Terry is known to always “do the right thing” and he therefore makes a significant difference in the lives of his clients and friends!

My wife Carol and I have known Terry for over 40 years since our time together at the University of Wyoming. His financial knowledge and his hands-on shepherding of our financial growth have been invaluable. Terry always demonstrates a strong sense of professional integrity and strives to help those around him meet their goals. Terry has a rare combination of talents: highly creative, great attention to detail, superb listener so he really understands what the his customers want. On top of that, Terry is just plain fun to be with, with great interpersonal skills.

I moved to Denver 5 years ago with my wife and had the pleasure of making Terry’s acquaintance through a good friend. I work in Software Sales and my wife is a full-time mother of two. Terry helped my wife and I set up multiple investments, including college plans for both of my children, ages 7 months and 2.5 years. Terry took the time to explain, in layman’s terms, all of the options in front of me. He also rolled over my past, stagnant, 401k plans into money making annuities.I look forward to continuing to work with Terry as my family’s needs change.

About a year ago, I decided to Retire from my job at British Petroleum that I worked for 29 years. The shift work and stress had taken its toll. Terry Scholes had given a Seminar at the job facility that I worked at. I thought about this for a week or so, discussed the possibility with my wife and decided to give Terry a call and listen to what he could do with my situation. I was only 52 years old, but wanted to get out of shift work and possibly work part-time. I was very impressed with Terry from the start. He was very to earth, and put on no acts or try to pressure me in any way. After many months of Terry coming out to my home to meet with my wife and myself, we decided to go with Terry. I had met with several other firms and we were pleased with Terry’s plan. Now after more than a year I have to say, I am very pleased with the decision we made. Terry has always been there for us and has answered any questions we have had. It was a big decision to retire from my position and put all of my savings that took me a Lifetime to acquire, but this is the comfort level I have with Mr. Scholes. Thank you so much Terry.

This letter is in reference to the income producing/resource growth retirement plan you recently set up for me. I have you four goals of optimal income, growth, security, and legacy. You covered them all. I am pleased with the final product and can be confident that my retirement future will be secure and stress free in an uncertain economic environment. You went above and beyond expectations in your research and your time spent exploring all available options and explaining them to me clearly. The choices were all tailor made for my situation and making the final choice was easy for me. Your dedication to client satisfaction is very apparent and I would recommend your knowledge, experience and service to anyone planning to retire. Thank you.

The Scholes Group has been an excellent agency to work with. We have 4 home policies, 2 car policies, and 2 large life policies with them. Their pricing has consistently been the lowest. The level of personal support we receive makes dealing with the intricacies of insurance easy and manageable. It has been a pleasure to work with them over the last three years and I look forward to a long term relationship.

I was in search of personal insurance questions when I saw an ad for The Scholes Group in 2007. I have since been amazed at the depth of knowledge and honesty in this one intimate insurance office. The personal service has been amazing and their knowledge, resources and education will not be surpassed.

I just wanted to let you know how well I am being treated by your company this week. As you know, the home next to me had a sprinkler line leak that caused significant damage to the exterior and interior of my home. While I am upset that my neighbor’s insurance is blowing me off, you and your claims adjuster have been providing me with excellent customer service. You were so responsive to me on Monday and have been a gem throughout this situation. I have received nothing but complete cooperation and support. I cannot tell you how happy I am that I decided to go through The Scholes Group for my insurance needs.

I have been working with Jenny Scholes for 4 years and she has been the most diligent insurance agent I have ever had. She works hard always making sure customers are getting a fair shake on the premiums paid and answering questions in a timely fashion. She also takes care of my fishing club insurance and recently had the insurance company fall back on a 4% premium increase because she told them we were such good clients. She is also extremely pleasant to work with. She took over her father`s business, Terry Scholes Insurance Agency, so one could say she grew up in the business.