Nirmala Sookiram I have been working with Alfredo Louk for over 10 years. He has helped me with a plan for my financial future. He is knowledgeable and has the ability to explain financial strategies to meet your specific goals and needs. Highly recommend you to reach out for your financial education.
Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!
