5 /5 Angelique Hamane: I entrusted my money with Alex, and I’ve been so grateful ever since. Even though it wasnt a large amount when I started, Alex—and his wife and business partner, Tori—have always treated me like I was their most important client.
They’re kind, professional, and truly committed to helping people succeed. Alex schedules regular check-ins, is always available for questions, and together they offer free classes on topics like investing, retirement, and Social Security—as well as thoughtful client events. When I needed help transferring funds from an old retirement account, Alex made the process seamless and stress-free.
Over the years, I’ve seen real growth in my accounts—but more importantly, I’ve felt supported and genuinely cared for. That kind of trust is rare. If you want personalized, honest guidance, I wholeheartedly recommend them.