Testimonials

I was an advisor that worked with Steven and Chris for several years. They greatly helped me transition from being a full-time financial advisor to a full-time retiree. I am pleased to be able to rely on them to look after my personal investments. I have always found them helpful, friendly, responsible and knowledgeable. I have no hesitation in recommending them to all who would like to work with top financial advisors.

Janet H.

As I am nearing retirement, I have unique financial concerns. With Steven’s help, the planning of my financial affairs was made simple and easy. Steven has been extremely attentive to my financial needs since day one and that has not faltered in the time that I have known him. He is very proactive in that he is constantly letting me know what he thinks needs to be done to my portfolio to positively alter the results. Steven is a personable, reliable, and “easy to get a hold of” advisor. He is very prompt and complete in answering my questions and concerns and always explains things to me in a manner that I can understand. I would not hesitate to recommend Steven to others as I think that he will do an excellent job for them as well.

— Irene L.