“Working with Sue at our Branch has been such a blessing. Last year we made a complex change and purchase changing the mortgages on our properties. My husband's bank and and a broker were both confused about how to do it. Sue worked wonders not only allowing us to make a dream purchase but to set us up for long term financial stability. This year we are working with her to maximize investments and cant wait to see what she can do for us. Her knowledge goes far beyond memorizing products, its her understanding of realistic application of them that makes her so unique in the otherwise scripted world of financial advisors. As she is just that good, and goes the extra mile she has a high workload, we will wait if we need to... she's always worth it! Not to forget Linda and Lornell, the small town personal service is still alive in one tiny spot in the world. Thank you ladies!”
Banks
“Working with Sue at our Branch has been such a blessing. Last year we made a complex change and purchase changing the mortgages on our properties. My husband's bank and and a broker were both confused about how to do it. Sue worked wonders not only allowing us to make a dream purchase but to set us up for long term financial stability. This year we are working with her to maximize investments and cant wait to see what she can do for us.
Her knowledge goes far beyond memorizing products, its her understanding of realistic application of them that makes her so unique in the otherwise scripted world of financial advisors. As she is just that good, and goes the extra mile she has a high workload, we will wait if we need to... she's always worth it!
Not to forget Linda and Lornell, the small town personal service is still alive in one tiny spot in the world. Thank you ladies!”