Akutra Cea18 days agoFrom
Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.
Liz Hamel18 days agoFrom
Brendan is wonderful to work with! Respectful and helpful guidance in how to best reflect my social values in my investments. Very knowledgeable, always professionally prepared to review my financial status with me in terms I can understand. Anticipates needed adjustments and keeps me informed when he makes them. Grateful to have him, especially in such uncertain times.
