5 /5 Michele Doyle: AJ has been mine and my husbands Financial Advisor for the past 3 years and I couldnt be happier. After several "failed" relationships with other financial advisors, AJ is a huge blessing. We now have a clear picture of our retirement goals and a plan to get there. Our yearly "deep dive" reviews ensure we stay on track but better yet, AJ CALLS us regularly to make adjustments or to just see how we are. As a CFP he has fiduciary responsibility so theres nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor. Weve been so happy with the results of our portfolios performance, that I referred my mom AND I now use AJ for my own companys SEP retirement plan. Hes wonderful!