“Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.”
“Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.”