Vicki Cooke Amazing experience with Derek and John Carr. They were professional and informative in helping us set up our portfolio and most importantly our money has grown tremendously because of their expertise. In addition, John and Derek saved my elderly mother in law from some financial sheisters who were giving her bad advice by simply knowing their stuff. They helped her break away from them without incurring penalties and put her money in accounts where she gets the best return and where it’s safe. Highly recommend anyone to sit down with them to work out your best investment strategies for your retirement.
Carol Lukas Have been a client for many years and have complete confidence and satisfaction with the company, have done an excellent job with my investments.
Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.
DAWN DREBUS Long time customer for over 25 years. Very happy with their great customer service, always quick and efficient! Frank and Janice are wonderful employees!!
Melissa Randall I highly recommend Conner. He will spend time helping you with all the aspects of your finances and provide great advice and help you plan for the future.