I am very pleased with Andy handling our finances. He is knowledgeable and cares about his clients. He is a good listener when it comes to our goals and gives great thought and insight with suggestions for investments. He has the ability to put you at ease and exhibits confidence when discussing investments . He is able to convey his suggestions and reasons in terms that we are able to understand. An added bonus is that he is local and easily reachable. This has given us an additional feeling of ease. I would highly recommend him.

I feel safe and secure with Andy Millard as my Money Manager/Financial Advisor. Andy is thorough and knowledgeable when answering any questions I might have about my investments (I can be a challenge I'm sure). Andy is just a call/text away and will get back to me as soon as possible. Andy is a kind, trustworthy, with a wonderful personality. I have never been disappointed while working with Andy.

Andy has been working with me and my wife for several years now, and I can't recommend him enough. He has helped us navigate some difficult choices and transitions, like getting married, relocating to another state, and buying our first home. He's helped us organize our finances and start budgeting effectively. He's been kind, patient, and responsive, and it's great to know we share important values. We plan to keep investing with Andy and would recommend him to anyone looking for a financial advisor.

Andy is knowledgable, ethical, and great at communicating. Our portfolio of investments has seen impressive growth since being in his care. Our favorite thing about Andy is how accessible and approachable he is. we know we can ask him anything, he will get back to us, and we always feel better after gaining his perspective. He makes sure to explain things at a level we can understand. We feel very cared for and can't recommend him enough!

After moving from Virginia to North Carolina and becoming widowed, I wanted to be in closer touch with my financial advisor than my previous relationship could allow with a 400-mile distance. I interviewed other local advisors before settling on Andy, and spoke with friends who had worked with him as well; we also share a common interest in local theatre troupes. Since working with Andy, I’ve felt confident that my finances are being watched and managed with care, and I know that I can call him any time with any questions I may have.

Andy consistently demonstrated a deep understanding of his role and the tasks associated with it. His strong financial skills is a key asset to my wife Susan and myself. Andy has an exceptional ability to grasp complex financial concepts quickly and apply them effectively in his work. Andy has repeatedly shown to us excellent judgment when making decisions that ultimately, and hopefully will benefit our family financially. Finally, his willingness and ability to learn new skills and procedures of the financial world quickly is impressive and contributes significantly to our family's economic success.

We have recently invested through Andy. He has been extremely helpful and knowledgeable. We are looking forward to a long-term relationship with him and our investments. I would recommend him highly for your financial needs

Andy Millard Review Working with Andy Millard has been a godsend. He helped guide me through a minefield of financial issues following my husband’s sudden demise a few years ago. I continue to seek his advice regularly, as he is patient and has the know-how to meet my immediate and future goals. I would unequivocally recommend him to anyone seeking an experienced, savvy, and honest financial advisor.

It's important to me that someone who manages my investments takes into account my philosophies and world view, and will invest in products that align with them. Andy has done this, and I feel confident that he'll continue to do so. He is very accessible and always responds quickly to any questions or requests I have, and provides thorough updates and analyses on a regular basis. In addition, he's very pleasant to work with and has a great sense of humor!

Andy has been very helpful in revising my portfolio and bringing it and me up to date. He explains why he is suggesting a course of action and leaves it to me for the final decision. He is accessible and gives personalized service. He answers my questions in a timely manner. I am happy to work with an individual and not a large firm.

The initial conversation was easy. I gave an overview and Andy asked questions, but allowed me to lead with my issues. The follow up was focused on my issues, but answers were not limited. Andy's suggestions WERE suggestions and backed up with information with time to consider. He was available to me but did not at any time rush, or push me to rush my thought process. When I expressed concerns again he had reasonable thoughtful information. At this point I am comfortable and satisfied that I have made an excellent decision to use Andy as my financial advisor.