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February 2023 by Amanda Jack
Very rude and dismissive awful manager and wd not listen to what i was saying
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August 2021 by Deb Christian
Stan keeps us informed about our investments and advises us on the best path for our future. He is easy to talk to, listens, and truly cares about our lifestyle. Our daughter is in the Army and Stan has helped her plan for her retirement. He is an asset in our lives and we enjoy stories about Julio(the parrot!)
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February 2018 by Justin Stephens
Stan is an amazing financial planner and has helped me put a plan around how we go about planning to retire. I would highly recommend him to anyone who is thinking about what they want life to look like once they are done working!
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February 2018 by Kasandra Henry
I would never trust anyone else with our family future. Thank you Stan!
