Victor Quinones Gary Wolfe, I would like to take this opportunity to say "Thank You". I wanted to let you know that you are more than just a Financial Advisor to our Family; you are a dear Friend. I have really grown to admire the Passion you have for your job and for your Clients. You are a brilliant "numbers man". Ever since our first meeting, you have been working hard to help us achieve our dreams and goals. Surprisingly, that meeting revealed unexpected benefits of working with you as well, such as helping my Wife & I significantly improve our Marriage. By educating us about the challenges faced by many Entrepreneurs during the Great Recession, we realized that we were no exception. You helped my Wife appreciate that the financial difficulties we faced were not all "my fault".
You helped her understand that by creating a a thorough & comprehensive Financial Plan, I am actually writing her and our children a beautiful Love Letter. Thank you Gary, for all you have done for our entire Family and continue to do for us.
5 /5