“Very happy with our financial plan! Kim was extremely helpful getting us set up with a financial plan. Highly recommend“
“Kim is such a wonderful financial advisor to our family! She is both knowledgeable and welcoming. I feel that she truly cares about my family and helps us meet our financial goals. We feel more prepared for retirement and for the future of our children. Thank you, Kim!“
“We have been working with Jeff for three years now. We find him professional and knowledgeable. Jeff does not panic when the markets fluctuate, which is comforting to us. Jeff does investment/retirement accounts and is able to help with life insurance options. We are pleased with the service we receive from Jeff.“