Rick Planos I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!
5 /5
