“I used to use Fidelity. They were ok, but they used a "cookie cutter" approach to financial planning. Echo adjusted my portfolio and actively manages it. She helped me set up an HSA which is one of the few ways I can save tax free anymore. Additionally, she has made recommendations regarding my will, life insurance and other areas so when I leave this world, the process will be easier for my children. Overall, I'm in a much better position since she has been advising me.“
“A great family office for successful CEO founders, entrepreneurs and multi-generational families!“
“If ever I were to purchase a new home, they'd be the first to call because they seemed eager to show you what they had to offer!“
“Mike Miller is wonderful! I would recommend him to anyone, he was really great to work with!“
“I have worked with Mark for a number of years and found his insights to be incredibly valuable! I would highly recommend Mark!“
“Zigler & Associates are Financial advisors that are true fiduciaries that don't sell a bunch of junk products. If you want actual good advice on how to manage your money or get quality Life Insurance products I would talk to Mike.“