March 2021 by PC S.
I can't possibly say enough good things about Brad. I trust his judgment completely to handle my mother's finances to get the maximum safe return for her at her age. In fact, the first set of investments we were in were what he has his own mom in, and they did very nicely. I've more than once forgotten to make a monthly withdrawal, and he's reached out to me to remind me (nice, since when I mess up like that I write the check outta my own funds 'til I can fix it). The way I met Brad may say the most about him. He was knocking on doors on a fairly warm September afternoon in our neighborhood...in a jacket and tie, of course. Brad has class and just puts in effort, and that was an example. And I never feel hurried when we talk on the phone. Quit searching around and go see Brad.
