Dianne Preston My husband and I have been working with Danny Morgan for the last few years, and he has been an absolutely amazing advisor! He has thoroughly and oh-so patiently walked us through every step of the process when we decided to finally keep track of our scattered assets (401Ks from old employers, etc.) and plan for an eventual retirement, and hes never hesitated to be there to answer questions and to check up on us. Danny has even personally delivered holiday gifts and sent cards for our anniversary and birthdays - a lost art in customer service and lovely touches that are very much appreciated! We highly recommend hiring Danny and his admin Vinka!!!
5 /5
