Maureen Demers provides holistic financial planning services. When I met with her, she looked at my complete financial picture and then provided a comprehensive strategy for my retirement and investments. She takes the time to explain the reasoning for her recommendations and is always available to answer any questions. She even reviewed all of my insurance documents and made recommendations that resulted in greatly reduced insurance costs. Maureen is very thorough and trustworthy. I highly recommend her as a financial planner.

When retiring with lump sum funds and no investment skill, I searched for an advisor and based my pick on a friendly face. The relationship has surpassed all expectations. Maureen is an excellent advisor, teacher and friend. She has evaluated our risk tolerance and given us excellent advice. She assisted us in both growing and managing our funds. It was the best financial decision we ever made.

Maureen's financial work is excellent.From the first initial meeting, her thoughts and inputs were very thorough and exceptionally insightful. Her process of from start to finish is top notch. Also she's is very quick responding, on any questions that might arise. I would highly recommend the use of Maureen and her financial services to anyone that is in the market for financial guidance.

We have been working with Maureen for many years. Maureen took the time in the years leading up to our retirement to work with us to craft a very personalized retirement strategy. As you all know, financial planning can be challenging and complex. Maureen has always taken the time to work with us as a trusted advisor to ensure we always have a very clear understanding of the financial planning and retirement process. When we started our transition to retirement she was instrumental in helping us navigate our way through the many Medicare options and enrollment challenges. She also worked with us to ensure we had the appropriate estate planning in place. We have always appreciated Maureen's attention to detail, tax strategy advice, and her ability to listen to our personal goals and risk tolerance and build our financial plan accordingly.

Maureen Demers not only keeps me informed about the latest tax law changes and their impact on my financial plan, but she also explains it in a way that allows me to ask the myriad questions a detail-oriented engineer does. She provides a perspective of my financial gestalt, allowing me to see the “big picture” comprising the many moving parts of investments, retirement, insurance, and estate planning. I know that once we’ve agreed on moving forward with the tasks to attain my goals, she will handle all the tasks, yet keep me informed of the progress and ensure nothing is forgotten or mishandled by the various institutions. Above all, her integrity, honesty, and diligence set her apart as a unique advisor. As a client, I know she cares about my goals and reaching them while minimizing the risks inherent in the market. Although I’ve attempted to remain unbiased in my review, for full disclosure, we’re married, so that is a truly impossible task. However, I stand by everything I’ve said, and I’d retain her as my advisor even if that weren’t the case.

At the recommendation of a trusted friend, I met with Maureen Demers to discuss my financial outlook eleven years ago. The meeting went so well that we have worked together ever since. I say worked together since Maureen never makes decisions in a vacuum. When changes need to be made or opportunities need to be reviewed, we meet and discuss all while she explains things in a way that is clear, concise giving me the information to make decisions with her expert guidance. Maureen is not only extremely skilled as a financial planner, she is always proactive, alerting me to the best way to grow my portfolio but also to manage risk in a way that was comfortable and appropriate. She constantly stays ahead of new trends and products in the financial arena as well as new tax changes that can affect those plans greatly. In these eleven years, I went from being employed full time, to retired, and now retired with a small income. At every turn in my financial life, she has created plans that suit me perfectly. It has allowed me the opportunity to focus on my life and not worry about my financial future. I cannot recommend Maureen more highly.