Susie Turpin10 days agoFrom
We've been working with Bill and Alex for a couple of months. So far so good. We've learned a lot and have a path forward to retirement. Looking forward to the future together!
K F10 days agoFrom
AIO is very good at getting back to me ASAP, making things clear and giving excellent advice. I like their policy of socially responsible investing, too. I am very happy with Bill and his team.
Dawn Pederson10 days agoFrom
Bill is always very insightful on the market moves. He helps us align our portfolio for what we want to accomplish. He is always willing to take the time to discuss tax implications and other financial options. Thank you Bill, Val and Alex
