Phyllis E14 days agoFrom
We’ve had John as an advisor for several years now. He has been, hands down, the best advisor we’ve ever worked with. He is involved, straight forward, and has our best interest. He ensures we are on track to attain both short and long term goals. He is a personable advisor who took the time to get to know us and kindly remembers our birthdays as well. We could not be happier. We know we are in good hands. We highly recommend him!
Katy Bruce14 days agoFrom
My family had over 2 million with this firm. We ended up leaving because they did not listen to our request or respect our decisions. They told us we weren’t the professionals. So we moved our to a much better firm. If you care about your wealth this is not the firm for you. If you are a woman DO NOT invest here. This is absolutely not where you want your money.
