“Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…“
“Always enjoy our meetings with Bill. He’s done a great job with our investments and the meetings are always educational.“
“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.“
“Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.“
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