“We called and made appointment after listening to them on the radio. Denis and his son Beau were very welcoming and we could tell very quicky they new what they are doing. We went over all of our retirement questions and worries and they asked us quite a few questions and gave us honest feed back of the things we were doing correct and a few that maybe we could improve on. My wife and I felt they were very thorough and knowledgeable. They really seemed to care about our thoughts and ideas. It was a great first impression and we never felt like they were in a hurry to end the meeting. Great experience.”
Investing
Investing
“We called and made appointment after listening to them on the radio. Denis and his son Beau were very welcoming and we could tell very quicky they new what they are doing. We went over all of our retirement questions and worries and they asked us quite a few questions and gave us honest feed back of the things we were doing correct and a few that maybe we could improve on.
My wife and I felt they were very thorough and knowledgeable. They really seemed to care about our thoughts and ideas. It was a great first impression and we never felt like they were in a hurry to end the meeting. Great experience.”