Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do. Not to mention, my investments have really done well.
April 2024
This financial firm has been excellent in helping me navigate the financial markets and to where my money should go. The advisor Erica, has been my expert and consultant in my finances, and she’s been awesome!She’s very knowledgeable and knows her way around finances. She’s patient and diligent when working with her clients. She explains really well what the plan is and how finances and the market work, and how to manage your money with the best possible results.Besides being an expert in finances, Erica is a very kind and noble person. She takes all of life’s dimensions into account and makes sure that the directions for finance will give you the best possible... read full review
March 2024
My two brothers, my mother and I live in New York City. Because our finances are jointly wrapped up in real estate, Laurie was willing to take us all on. A year and a half later, we couldn't be happier.
Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do. Not to mention, my investments have really done well.
This financial firm has been excellent in helping me navigate the financial markets and to where my money should go. The advisor Erica, has been my expert and consultant in my finances, and she’s been awesome!She’s very knowledgeable and knows her way around finances. She’s patient and diligent when working with her clients. She explains really well what the plan is and how finances and the market work, and how to manage your money with the best possible results.Besides being an expert in finances, Erica is a very kind and noble person. She takes all of life’s dimensions into account and makes sure that the directions for finance will give you the best possible... read full review
My two brothers, my mother and I live in New York City. Because our finances are jointly wrapped up in real estate, Laurie was willing to take us all on. A year and a half later, we couldn't be happier.