“Extremely pleased with the way Courtney has approached my financials since day one! As my personal knowledge of investments is somewhat limited, she took the time to explain in detail her recommended approach with regards to my financials and she has been diligently handling my portfolio since. I'm very grateful to have found such a trustworthy and reliable financial advisor and I can't wait to see the potential of my investments going forward. I would 100% recommend Courtney to anyone looking to have financial freedom in the long-run.“
“Derrick is an awesome financial advisor. Listens to us and our goals while also offering his expert advice for us to make the right decisions.“