“I attended a recent free workshop held by Paul Levin at Retirement Refined and found the experience to be highly informative. He is very knowledgeable and presents his information clearly, taking time to answer all audience questions. He even stayed afterward to answer my individual question. Well worth the 90 minutes!“
“5 out of 5 starsAlloy Silverstein is top notch when it comes to information, helping small businesses, and helping minority and women-owned businesses, like mine, to thrive. There webinars are accessible, well-organized, and have excellent graphics. Specifically.... Chris Cicalese, CPA, is approachable, FAST, and effective. What an award-winning team!“
“I have been w/ Ameriprise for about 5 years. Caroline Burke became my advisor about 2.5 years ago or so. She is very knowledgable, friendly and patient. She always answers all my questions. I would recommend her 100%.“