“*** has done an excellent job managing our portfolio and pointing out new way to save money on our tax plan. He has done an excellent job being available for any questions that we may have, and is prompt at returning calls. His rates are very reasonable for the work that he does. We have very pleased with our experience and do not hesitate in referring him to our family and friends“
Financial Planners
Financial Planners
Financial Planners
“*** has done an excellent job managing our portfolio and pointing out new way to save money on our tax plan. He has done an excellent job being available for any questions that we may have, and is prompt at returning calls. His rates are very reasonable for the work that he does. We have very pleased with our experience and do not hesitate in referring him to our family and friends“