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“Came here for the Operations Summit and had a great day ! Learned a lot about the upcoming developments to the system that will improve function for client and advisor.Location is great and easy to get to, parking is available for a fee near ( I used Uber)The location is modern and nice ! They house floors 2-6 and you recognize it by the bright green colors as soon as the elevator doors open. Great view from the 6th floor of the water. Great day here at Fidelity.”
“Mike Schupak repeatedly provides me with sound financial advice, approaching each investment decision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.”
“I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have been working with Mr. Ng for years and every year I have had nothing but great interactions with him. He always takes care of my tax needs and questions effortlessly, accurately and professionally. He has great customer service qualities as well!”