“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“
“We’ve been really pleased with the always prompt response and believing in their integrity“
“Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there“
“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“
“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“