William lopez Extremely friendly service. Ruby and Branden were excellent in what they do. Plus there was no charge for a money order so that’s a bonus! Thanks again and I’ll be coming back.
Payton Fisher Helped me go over my financial planning in great detail, which really helped me solidify my retirement planning and different investments I’m pursuing. At the same time helped optimize my investment strategy in which I have seen a substantial increase in my gains. I highly recommend.
Jerry Parsley Jeremy has proven to be an utterly trustworthy source of financial advice, concerning our retirement funds. His advice, and the resulting performance of those retirement fund accounts, are a great source confidence in our financial future. He takes his role as a fiduciary very seriously, and clings to very solid, stable and traditional financial values..
Brian I started working with Scott in my late 30s. I was self managing my portfolio, but it was time to get real and allow a Pro to take me to the next level. I didnt come in with a lot because I wanted to see what he could do. Scott handled my account as if it was a 1M dollar account although it wasnt anywhere close. He earned my trust so I moved 100% of all my investments into his care. We have worked together for over 5 years now and my portfolio is in excellent position to retire on-time and possibly early. Scott knows his stuff, and isnt scared to say I dont know, but Ill find out! I had some unique challenges which he solved. Id recommend this guy to any young guy ready to get serious, or an already diverse portfolio individual. He has a can-do attitude and he will take your portfolio far if you trust and listen to him as I do.