July 2021
If you have a fear of investing because you don't completely understand the markets, I highly recommend talking to Bill. He does a great job making complex investing sound simple for the "average" person to understand. Bill knows his stuff!
May 2021
Bill is very knowledgeable and does a great job of explaining complex things and makes them easy to understand. He takes his time to really understand his clients goals and helps them achieve those goals.
May 2021
Bill is so knowledgeable. I love that he takes the time to find out what is important to his clients. He has always offered great advice and helps his clients craft a plan that works best for their needs.