I cannot say enough good things about working with Derek and his office. He always answers my questions in a way I can understand and gets back to me quickly. I have been working with him for over 5 years and he's helped me transfer a previous 401k to a SEP IRA as well as other various financial planning for my home and family.
October 2020 by Heather Goodman Sheehy
I would highly recommend Derek for any financial assistance you may need. He was very knowledgable, helpful and patient with all of my financial needs from my lazy IRA to my small business IRA he can do it all!
