April 2024
Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes. Highly recommend them.
March 2023
I recently spoke with Mary in their office and she was an absolute delight. If they have people working for them of this caliber you know that you're going to be taken care of.
March 2020
Alex set me up with a retirement plan and is extremely helpful and knowledgeable. Highly recommend using him and M3.
