Becoming a widow at 65 was not part of my life plan. I wasn't sure how I was going to face all of the things that needed managing going forward. One of the first people I spoke with was Ayad and I immediately experienced a level of support that offered comfort and clarity. Ayad was transparent and explained my finances to me in a way I could understand and let me know he would be there for me every step of the way. When I retired, Ayad sat through my exit counseling with me and again, caringly, helped me to make the decisions that would best suit me, providing me with clear explanations and encouragement. Ayad is more than a financial advisor to me. He is a kind and caring soul. I consider him an extension of my family. I trust him and his expertise in guiding me toward living my best life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.