Jim Martin David and his team have been our financial advisor for about 11 years. My wife and I are both retired now. He has been very supportive in keeping us informed of our accounts performance and recommendations for funds management during the hard times of Covid. We feel confident that our funds will be there for us and his team will respond to our needs. Keep up the good work!
Ian G. Ike is very patient and experienced. He will go over as many options as he can possibly think of, what the tools are, strategies to meet your goals.
