5 /5 Nicole Depew: Gifted leadership and strong sense of community.
4 /5 Joyce Lamberson: Matt is always knowledge and friendly. We enjoy our meetings.
1 /5 Michelle: Ive been investing with Cathy Kostelecky for 10 years, and not once has she been in touch to review my portfolio. Happy to take my money and charge me fees, but cant bother reaching out to give advice when Ive been investing a good amount of money for a measly 2% return. Part my responsibility too, but really thats what Ive paid her to do too.
Im withdrawing my funds to invest elsewhere, in a different vehicle. Would not recommend.
Jackie Heisinger What would I do without all you folks! This library and all who operate it are outstanding! Bless their hearts for their professionalism, understanding and super nice attitude! Very helpful with kindness. Hats off to you all and thank you!
Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.
