Until our first meeting with Amir at his office in December 2023, we did not fully realize how much we needed his advice.
Amir’s professional style and broad base of knowledge are quite impressive. He presented a fresh perspective on our current personal financial strategies, as well as alternative options, ranging from the most practical to the most challenging, with the end purpose of estate and trust planning in mind.
Amir’s multi-prong approach to getting our finances in order has been very effective, thus far. He touched upon the disadvantages of mindless spending, as well as the advantages of increasing our income. Amir also made us acutely aware of unnecessary service charges, hidden fees, and unwanted subscriptions that we have been paying. This all seems so simple and so obvious. Yet, it wasn't; we were too caught up in our day-to-day routines to notice. Amir inspired us. We began tackling his to-do list the next day, with immediate success. We have more tasks on our list and now, more than ever, we’re determined to get our financial act together.
Amir Noor is affable, knowledgeable and laser focused on helping us align our best interests and our financial goals. We highly recommend him.
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.