5 /5 James Grant: Devon is one of the BEST certified financial planners you could ever have. She takes the time to get to know you, your background, your goals... everything. She is all about education and wants to make sure you know why she is suggesting a certain strategy. When it comes to decisions, Devon knows when to push you but is also respectful of certain boundaries you set. She and her team absolutely go the extra mile to improve your financial well-being for the long-term.
Highly recommended!!!