5 /5 Maryanne Bidell: I first found Nick two years ago through a financial planner at work. My husband was hesitant at first after being burned by our previous planner. I convinced him to give Nick a try and wow, are we grateful! Dealing with Nick is both wonderful and securing; he always makes us feel like we are the only clients in his portfolio. He makes us feel very comfortable, just like family. Nick is extremely reliable, but most of all, incredibly competent and forward thinking as he helps us work toward our future financial goals. It’s comforting to know that all of our hard work will pay off thanks to Nick’s help and guidance! I cannot thank Nick enough for his honesty, integrity, and planning abilities. We are so thrilled to have such an intelligent financial planner involved in our lives!