5 /5 Liz Schwan: Providing a five star rating for Steve does not truly encapsulate the whole value we have received for his services for the past 7 years. His financial management acumen, professionalism and customer service aptitude exceed any expectations, whether you’re savvy in the business or a novice. My father passed in 2014, leaving my mother a considerable amount of money in a variety of different buckets. Steve not only managed to supersede our expectations in gains, but provided on-the-spot consultations anytime we needed understanding of particular transactions, such as asking for options that we perceived as less risky. Without doubt, our best investment for my mother’s portfolio, and now her children’s/grandchildren’s futures, was hiring Steve. We rest easy, and he is always keeping us informed along the way on any moves he’s seems suitable for my family’s particular (and ever-evolving) situation. Highly recommending Steve, is simply an understatement.
