Michael, we are absolutely delighted with the service you provide. Early on you took the time to understand our circumstances, interests, and preferences. What continues to impress us is your guidance on matters that for us are fairly complicated. You always mange to break subjects down into manageable pieces that we can absorb which allows us to make educated decisions. Since you started managing our financial future, over Six years ago, our accounts have increased in value. Some more significant than others but no matter how crazy the world gets, with your guidance, our financial future is secure. Your professional, ethical and caring demeanor elicits our trust and respect. Thank you for everything you do for us and will continue to do into our dotage!
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.