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“Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can't say enough about how compassionate and well informed they're interactions have been. Highly recommend!!”
“I've had to come here several times in the past two months to deal with things in person because I couldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.”
“Extremely helpful in all areas of finances. Not intimidating or judgemental. Very familiar with Verizon retirement. I'm very thankful that I met with them!”
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“We have been working with Steve for several years and are very pleased with his service. He is knowledgable, always ready to answer questions or find the answers and shows the utmost integrity. In addition, Steve is friendly & personable and it is a pleasure to work with him.”