Financial Compass Group - Redding (CA)

Kurt Pethick Estate Planning Retirement Planning Insurance Planning Financial Planning

Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.

Mike Torchia DelMorgans team started out well in our firms recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew