5 /5 Kathryn Looft: I had the pleasure of meeting with Connor earlier this year, and I couldn’t be more impressed. His service was truly outstanding! What stood out most was our thoughtful, well-rounded conversation—not just about retirement planning, but about overall financial success. We also spent time discussing healthcare needs in retirement, something I hadn’t previously considered. For the first time in a long time, I feel grounded and confident in the financial plans I have in place. I’m genuinely excited to continue working with Connor and highly recommend his services to anyone looking for knowledgeable and supportive financial guidance.
