TOM Cruz Alejandro thank you for your five Mr. Service. I’m very happy to be here. It’s my first time and it was an amazing good experience. Thanks for being the best.
Suzanne Stojka Shawn did a fantastic job taking care of my immediate needs, and looking out for my long-term financial future. I appreciate his time and effort on my behalf. Honest, reliable advise. Thank you!
Tiffany Lee Lovely shop with a great selection. I picked up the best kids books and love that they offer a lot of regional authors and artists. Nicely organized and curated selection. Even got a few things for me. Shop local!
Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!
Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.