Andrew O. I felt I was being taken advantage of by my prior bank that managed my trust. I was paying exorbitant fees that were incompatible with the level of service I was receiving. I was looking for a wealth manager who is trustworthy, transparent, accessible, and easy to talk to and I’m glad I found Lance. Since moving my investment portfolio over to his firm, I have been very pleased with the service and the level of communication that I get. I no longer feel like I’m just a number and I always know exactly what I’m paying for.
5 /5
