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“I needed help with a transaction in my TD Ameritrade account that has not been transferred yet. Your client service representative, Patricia O'sullivan, went to extraordinary lengths to help me. She deserves 5 gold stars.”
“Let me say this! Jeannie is the best! I am trying to transfer an inherited IRA, as well as sell some stocks. Jeannie has been so helpful and kind during a very difficult time for me. I cannot vouche for others in the office, but I know she is top notch!”
“Judith Gerhart is personable, knowledgeable and has created a wonderful group of services and extras for her clients. She specializes in financial guidance for women, whether divorcing, (happily married), planning retirement (I wish) or organizing how they invest, (even if they have a small amount.) She has gatherings with speakers that are very helpful for her group of clients. Judith has a deep grasp of financial issues, how markets change, how at different ages and circumstance we should invest differently, insure differently and how to prioritize actions we need to take. Most importantly she makes her advice understandable and approachable. Get this woman on your life aspects team!”
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“For some reason it's a rare thing to find someone who is both friendly and proficient, polite and thorough, experienced and yet not jaded. Abiel fits the bill. He is a true professional. Don't hesitate to give him a call.”