“Jeremy has been super helpful - I am not very tech savvy or money savvy & he explains things in a super simple way to make sure we understand. Point has been really easy to use for business & personal. Thanks!“
“I recently met with Val to discuss my husband’s 401K, pension plan and overall retirement planning. My husband and I will never be rich people, but I trust Val to help us work toward a planned and comfortable retirement. I found that Val listened very intently to the needs of our family. She understood them and was able and willing to work with what we need and how to help us accomplish it. I know that Val has the knowledge and experience behind her to be able to help anyone I would send her way. She is extremely knowledgeable and able to relate to me at a level that I can comprehend what she is explaining. I appreciate that. We look forward to working on a long range retirement plan with Val“
“After trying to manage my own investments for a good portion of my life and realizing I was to spread out and it was a lot of work to stay on top of everything, we asked around for investment firm recommendations and kept hearing about MPPL. We've been with them now for about 10 years and they have outperformed what I was doing on my own as well as several market benchmarks. They truly provide professional and friendly service. My only regret is that I didn't find them 20 years sooner.“