My husband and I have been clients of Peter Garelick for three years but wish we had known and worked with him for many more. He has changed our lives for the better by helping us build not only a solid, strategic portfolio but also by building confidence in his wise, seasoned guidance. His analysis of our initial portfolio was spot-on. He listened carefully to our financial goals and was able to translate those objectives to a solid investment management strategy that has had proven successful year after year. Peter is gifted in understanding the big picture and its application in the details of financial planning and management. Through his broad understanding of related fields, he was able to help us solve some difficult challenges with substantial results. We feel, however, Peter's brilliance is really in his personal character. He is a listener, calm, confident, patient and kind; and at the same he is an outstanding decision-maker, firm in his recommendations that are grounded in knowledge and experience. Peter returns calls and messages right away and offers solutions and answers that are thoughtful and on target. The most important thing that Peter has given us is a worry-free life and we cannot thank him enough. We trust Peter. He has our loyalty and it will always be so.
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.