Professionally Reggie is spot on with his financial guidance and in helping us navigate for our future financial objectives. With his guidance, he’s been able to help us navigate and develop an investment portfolio that mirrors both our near and future goals.
Also recently, Reggie has helped us coordinate our families estate. He advised us of potential future tax challenge’s, address critical health care concerns, establishing protection mechanisms for our beneficiaries, families future financial stability.
But, equally important to Us. Reggie has a beautiful family and this has helped influence our trust, establish a friendship and confidence he’s always looking out for us, and not just financially. A Plus Gold ⭐️
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.