I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.
March 2024
I was ready to make a change in financial advisors and interviewed a total of four, highly recommended advisors. I was seeking an educated, well rounded, practical advisor with a strong foundation and someone I felt comfortable with given this criteria. Richard Davey was one of the four referrals and I have certainly discovered a gem!Initially I was hesitant with the distance and time differential. (Maine to Idaho) and it has never entered the equation. Yet, I called a perspective financial advisor I was considering in Maine and they couldn't see me for 2 1/2 weeks nor make time to assist.As a younger retiree, I've had to reach out multiple times since I've... read full review
I would like to say a very heartfelt thank you to Richard, Trevor, and the entire team at the Boise office. They truly are a fiduciary. They always put my interest first. They are guiding my happy retirement with care and precision.
I was ready to make a change in financial advisors and interviewed a total of four, highly recommended advisors. I was seeking an educated, well rounded, practical advisor with a strong foundation and someone I felt comfortable with given this criteria. Richard Davey was one of the four referrals and I have certainly discovered a gem!Initially I was hesitant with the distance and time differential. (Maine to Idaho) and it has never entered the equation. Yet, I called a perspective financial advisor I was considering in Maine and they couldn't see me for 2 1/2 weeks nor make time to assist.As a younger retiree, I've had to reach out multiple times since I've... read full review