Clare Hovland18 days agoFrom
Pia has been my financial advisor for over 3 years and has helped me gain significant returns year after year. She has also helped me with building education accounts for each of my children. Her responsiveness and knowledge in understanding the market and identifying trends are just a few reasons why I continue to work with her. I have referred family members and co-workers to her and they have all been happy with working with her.
Shannon Miller18 days agoFrom
Thank you to Pia for taking over our investment portfolio after a years of neglect! Pia was able to get my husband and I on track after our 401k and other investment accounts sat idle after leaving a large corporation and moving into the freelance world. She got us up to speed with our financial picture and goals.
I highly recommend working with Pia. She is so approachable and knowledgeable. Pia will take the time you need to explain things in a way that is understandable. You will be clear on what it will take to move forward and reach your goals. I encourage you to meet with Pia—she has a wealth of knowledge and will be a valuable ally in a secure future.
Carolyn Maschner18 days agoFrom
I have been with EJ for years and my agent was not administering the account very well. I transferred to Pia approximately 2.5 years ago. She reviewed the portfolio, provided input, options, and suggested changes to enhance the portfolio. Her financial/investment knowledge, expertise and diligence is clearly evident. Success for her clients is her goal.
